In this article, you will learn how to add new users to your Workiz team.

Workiz is a great tool for standalone users, but it really excels at allowing you to manage your team of service pros. Adding team members will allow you to easily assign jobs to available techs, communicate with your teammates via SMS and email, and so much more.

Inviting new users to your Workiz team

  1. From the sidebar navigation, select Team

  2. From the Team page, select Add new

  3. Select the type of user you would like to invite:

    1. User: A User can log in to the Workiz via web or mobile app, create invoices, collect signatures, and request payments. These permissions can be customized at any point.

    2. Subcontractor: A Subcontractor, or free user, can be assigned to a job and receive SMS notifications, but cannot log in to the dashboard. This is an ideal option for subcontractors who you don’t work with on a regular basis.

Inviting a paid user

  1. Complete the Create user fields for this User

    1. Email address: Enter this user’s email address

    2. Name: Enter this user’s name

    3. Schedule color: Select the paint brush icon and choose a color you want to associate with the user’s account


      Tip: Picking a unique color will help you easily keep track of assigned jobs from the Schedule page.


    4. Phone: Enter this user’s phone number

    5. Permission level: Choose what role you want to assign to this user


      Note: You can customize the specific permissions for each type of role from the Settings menu.


    6. Field tech: Choose whether you want to assign jobs to this user

    7. Track location: Choose whether you want to track this user’s location

  2. Select Invite user

Inviting a free subcontractor


Note: In order to add subcontractors to your team, you will first need to enable this add-on from the Marketplace.


  1. Complete the Create user fields for this Subcontractor

    1. Email address: Enter this subcontractor’s email address

    2. Name: Enter this subcontractor’s name

    3. Schedule color: Select the paint brush and choose a color for this subcontractor


      Tip: Picking a unique color will help you easily keep track of assigned jobs from the Schedule page.


    4. Phone: Enter this subcontractor’s phone number

  2. Select Add user

What invited users will see

The user you just invited will receive an email sent to the address you provided for the account. Invited users will need to create a password before the registration is complete and their account is created.

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