Manage Team

Employees

This article covers:

  • How to add employees 
  • Pro vs. basic employees
  • Deactivating an employee. 

 

Adding Employees into your account  

To add an employee click the Settings Gear > Settings > Manage Team

To add an employee, click '+ Add Employee' on the right. 

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Pro Vs. Basic Employee

Pro Employees

A Pro employee is a user with permissions to complete actions within Jobber. Actions include starting timers, completing work or adding notes. A Pro employee can create Clients, Quotes, Jobs or Invoices if you give them permissions to do so. Learn more about Employee Permissions.

Access: Pro users will have access to the Jobber app and website.

Basic Employees 

A Basic employee is a ‘read only’ type user that can access their schedule, directions to jobs and notes. They can also receive reminders via e-mail.

Deactivating an employee

To deactivate an Employee, open their page in the Employee settings page. At the bottom left of their page, select Deactivate Employee. 

Screen_Shot_2017-06-11_at_3.13.04_PM.png

Once you deactivate an employee their Visits will become unassigned. It is recommended to re-assign their schedule to another user before deactivating them. 

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