Office User

Create a company

Create a company record so it can be selected in CRM, jobs, quotes, and purchase orders.

Manage companies and sites

Use this office landing page to create and maintain client companies and their locations before linking downstream work.

Switch accounts

Move between organisations you already belong to without signing out, and keep the current page context where possible.

Manage your sign-in in the office

Confirm you are in the right account, recover from invite issues, and move quickly into office workflows without creating duplicate user records.

Change a user’s role (ADMIN / MANAGER / USER)

Update a user’s Role in Settings → User Roles, and know when you should change Seat (access level) instead.

Invite a client user (company-scoped access)

Invite an external client/contact to sign in with limited visibility, choose company scoping, and understand what they can and can’t see.

Manage users and invites

Use this office landing page for user logins, roles, access levels, and invite recovery without changing the employee record by mistake.

Change a user’s access level (seat)

Change what a user can do in the account by updating their seat (access level preset), including Client company scoping.

Add a user login for an existing employee

Create a user account for an employee so they can sign in, choose the right access level, and know what to do when the invite fails.

Resend or replace an invite (expired link, no email, wrong person)

Understand the 7-day expiry, decide between resending the same invite vs creating a new one, and run safe checks before you send anything.

Edit an employee profile

Update an employee’s name, email, phone number, or status, and understand when the changes take effect.

Manage employees and access

Use this office landing page to manage employee records and hand off login work to the right Settings tasks without mixing HR and access changes.

Archive or restore an employee

Offboard someone without deleting their history, understand what stops working, and restore access if they return.

Delete an employee (when allowed)

Permanently remove an employee record, understand what “linked to other records” means, and know when to escalate.

Create an employee and give them a login

Add an employee profile, then invite them to create a user account so they can sign in and see their work.

Manage the day plan

Plan crews, adjust day-only changes, and publish updates without mixing planning work with live execution records.

Understand access levels

Learn what account access levels control, how they differ from module entitlements, and why someone can still be blocked even when the account has a feature enabled.

Understand roles vs seats

Learn the difference between account roles and seat presets so you change the right control when someone cannot see or do the work they need.

Manage work and dispatch jobs

Use this office landing page to assign work, move jobs, and send crews the right updates without mixing planning tasks into execution help.

Understand invoice and job locks

Use this shared guide to understand why completed work or invoice actions can become locked and where to go for the correct correction path.