How do I add Users?
A Rep Group Admin must first check that the company isn't already in the system.
If the company isn't already in the system, they must first add the company.
Once the company is added to the system, select the users button → add new user.
For further details on adding a new user, follow this article.
Contractor Details
Can I see my contractor's proposals?
Yes, you will see proposals created, the create date and by who, but no other details.
From the left side bar head to Relationships → Contractor proposals
Can I see how many contractors I have?
Yes, by navigating to Relationships → Contracting Firms.
You can also head to your dashboard to get a full breakdown of number of firms, total proposals sent and more.
For the full scope of user permissions, check out this article
How Can I Train People on the App?
Access our training slides for contractors or distributors and other training materials are available on our Training Guides and Resources page.