Inviting Users to Your Team

Tyler MacDonald Updated by Tyler MacDonald

To expand your account's user base, please follow the instructions outlined below:

1. Access your account settings: Log in and navigate to the settings section. This is typically located in the upper-right corner of the interface.

2. Locate the user management feature: Within the account settings, look for the option related to user management. This feature enables you to add and manage users within your account.

3. Select "Add User" or a similar option: Once you have accessed the user management section, choose the option to add a new user. This will initiate the process of creating additional user accounts.

4. Provide user details: Fill in the required information for the new user, including their name, email address, and any additional relevant details. Depending on your account's setup, it may also be necessary to assign specific roles or permissions to the user.

5. Save and confirm: After entering the necessary user information, save the details and confirm the new user account creation. Double-check that all the provided information is accurate before proceeding.

By following these instructions, you will be able to successfully create additional user accounts within your shopVOX account, allowing you to expand your team and enhance collaboration.

Settings

Click the Settings icon on the upper right-hand side of your screen

  1. Click Team, then Users
  2. Now, you can click on the green Add New User button
  1. Add a profile picture if you wish
  2. Add their full name
  3. Add their work email address & phone number
  4. Assign them a "Role" Click here to learn more about roles - Setting Roles for your Team
  5. You will also see checkboxes to select: Admin, Sales Rep & Production Manager
  • Admin: This gives the user admin privileges. It will give top-level admin rights to access all the features and areas of shopVOX such as settings, quotes, and reports.
  • Sales Rep: This identifies the user as a sales rep, which makes them able to quote jobs and be added to reporting functions. It is important to tick this if the user sells or quotes jobs.
  • Default Sales Rep: By clicking this option, this user will always be chosen as the sales rep for new transactions. This option will only activate if the user is assigned as Sales Rep by clicking on the sales rep check box.
  • Default Production Manager: By ticking this option it means that the user will always come up as the Production Manager for jobs you put through the system.

Please note that we’ll adjust the price of your subscription when you add a new team member.

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Setting Roles for your Team

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