How to Add a User on Jobber
Steps:
Log in to Your Jobber Account
Open your browser and go to the Jobber login page. Enter your credentials to access your account.
Click on the “Gear” Icon
In the top-right corner of the dashboard, click on the gear icon to access the settings menu.
Select “Manage Team”
From the settings menu, choose “Manage Team” to view and manage all team members associated with your Jobber account.
Click on “Add User”
In the top-right corner of the "Manage Team" page, click “Add User” to add a new team member.
Enter the User's details
Fill in the user’s information, such as their name, email address, and role within the company.
Set Permissions
Depending on their responsibilities, assign the appropriate permissions for the user, such as Admin, Field Worker, or Sales Rep.
Set Schedule
Configure the user’s schedule, indicating their working hours, days off, and availability.
Click on “Save User”
Once all the information is entered and permissions are set, click “Save User” to finalize the addition of the new team member.
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