Adding, Modifying, and Deleting a User in One Click Contractor

Adding a User

1. Locate and click the Users button.

2. Click Add a User.

1. Enter Personal Details. 
2. Select the user role.
3. Select the User billable status.

⚠️Note: 

• Any spaces in between the fields will prompt an error, make sure you review spaces before and after each field information. 
• "Generate Password" may be required in some cases, the system will prompt the instructions when needed. 
• To send the Set Up Email you'll need to click the "Save and send" option. 
• If you use the "Save" option, the user can access the platform at any moment with the saved information. 

1. Click on Expand arrow under Role.

2. Select Role

Role definitions

• Org Admin: Admin level access within a specific organization. Admin and Org Admin are part of the organization permission hierarchy.
• Sales Manager – Elevated sales-level access. Can manage and oversee Sales Representatives, review estimates and deals, and access reporting features based on organizational permissions.
• Sales Rep: Standard sales access.
• Custom: If a selected option does not match the standard role categories, the system automatically tags the user as Custom.

 Save Options

• Save and Send Invite: Creates the user and automatically emails the login information to them.
• Save: Creates the user. Only used in special scenarios. 

Modifying a created user

Modifying a created user:

1. Click pen icon to go back to the User Screen 

2. Make any adjustments needed

3. Save

Deleting a user

1. Click the three dots on the same line as the user.

2. Click Delete.

Reconfirm the intention to Delete.

⚠️ Note:

• The organization will still have access to all deals and estimates associated with the user.

• Your account’s minimum license count will be adjusted to reflect the additional user.

• The new billing amount will be effective immediately and remain in place through the end of your contract.