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
From the sidebar navigation, select Create > Team member
Select the type of user you would like to invite:
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.
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
Complete the Create user fields for this User
Email address: Enter this user’s email address
Name: Enter this user’s name
Schedule color: Select the paint brush icon and choose a color you want to associate with the user’s account
Phone: Enter this user’s phone number
Permission level: Choose what role you want to assign to this user
Field tech: Choose whether you want to assign jobs to this user
Track location: Choose whether you want to track this user’s location
Select Invite user
Inviting a free subcontractor
Complete the Create user fields for this Subcontractor
Email address: Enter this subcontractor’s email address
Name: Enter this subcontractor’s name
Schedule color: Select the paint brush and choose a color for this subcontractor
Phone: Enter this subcontractor’s phone number
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.
Need more help? See the related articles below: