Part 2: Add users and control permissions
Your team is your most valuable asset. Learn how to create an account for each of your team members. Then, learn how to assign each a role, and manage their ability to see and edit information in your GorillaDesk account.
The next step in your account set up will be creating user accounts for your staff. To create a new user, navigate to ‘Settings’ then select ‘Users’.
In GorillaDesk there are two user roles:
To change a user’s role, you must be logged into the primary user account.
Each user then has their own permissions set within that role. The following images serve to show you the current permissions you can control for each user.
By default, the Tech role is limited to only access the customers and jobs assigned to them. This role also cannot permanently delete items from your system.
Whereas, admin users will have the ability to view the schedules for all technicians. This role is typically more focused around scheduling and invoicing.
Still have questions after watching the demo video? Book a 1-on-1 Sales Call with Blake, our Head of Customer Success. This gives you the opportunity to ask me any anything and get personalized feedback.
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