This article covers:
- How to add employees
- Pro vs. basic employees
- Deactivating an employee.
Adding Employees into your account
To add an employee hover over the Gear Icon in the upper right hand side and select Settings. In Settings, click the Employees tab on the left hand side under Company Settings.
To add an employee, click '+ Add Employee' on the right.
Pro Vs. Basic Employee
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.
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.
Access: Basic users will only have access to the Jobber app and will not have access to the Jobber web version.
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.
Once you deactivate an employee their Visits will become unassigned. It is recommended to re-assign their schedule to another user before deactivating them.
The Jobber Glossary
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