Adding a New User

Adding a new user

This section will allow you to add user and their details.  You will be able to generate quotes, invoices and services for that user once a user has been added.

The left section is for the basic user information:

You will be required to enter the user's full name and email address here. 

The section on the right is optional for additional user information which would include their contact telephone numbers and full their full address information.  This information is optional and you will be able to continue without it. This information is used on templates including quotes and emails so we recommend filling it in.

Once you have filled in the information, click on:  to complete this section.

You will then be directed to the user edit page - where you will be able to edit any of the supplied information and see various user information.

Please click on our "Support" button at the top right of the page if you have not found any information to assist with what you needed in this section.

 

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