> Account administration > User management >
Full name*: The complete name of the user.
Position/Title: Enter the position or title of the user, for example Finance Manager.
Role*: Select if the person will be Company user or Location user. Company users have access to all records in your account (Contracts, Companies, To-dos, Alerts, etc.) and Location users only have access to selected locations. The role cannot be changed later. However, you can change later the location(s) that a Location user has access to.
Locations: If you have selected "Location" in the previous field, choose here the Location(s) that the user will have access to. This can be changed later.
Username/Email*: Enter the email address of the person which will also be their username.
Phone number: Enter the main phone number of the user.
Subscription level*: Select the subscription level of the user. If you are creating a new Company user, you should select the same subscription level as the existing Company users. If you are creating a new Location user, the subscription level should be the same as the other users in the selected Location(s).
Company account owner: Select if the user will have Company account owner rights. This means that the user will be able to manage existing users, create new user, change Company information and more.
Locked out: If you wish to block the access of a certain user to the Account, choose "Yes".
Allowed login IP addresses: Enter a specific IP address (divide multiple IP addresses with a semicolon) and the user will only have access to the account from this IP address.
Comments: Add comments about this user in the text field below.