How to Add and Manage Users

Roof Chief allows you to add team members with different access levels and permissions based on their role in your company.

Accessing User Management

1. Go to Settings
2. Click Account
3. Select Users

Understanding User Permissions

Each area of Roof Chief can have different permission levels:

• Edit (pencil icon) - full access to view and modify
• View only (eye icon) - can see but not change
• No access (slash symbol) - cannot see or edit

User Roles

Owner/Management - Has full access and editing rights to all areas of Roof Chief, including admin settings. Sales - Typically has access to contacts, calendar, jobs, and estimates, but may not have access to admin settings or financial areas like closeout. Sales users can also be set to see only their assigned contacts rather than all company contacts.

Adding a New User

1. Click the Add User button
2. Enter the user's information:
   • Name
   • Email address
   • Phone number (for text notifications)
   • Password (required)
3. Click Save

Setting User Permissions

After adding a user, you can:

• Assign a role (Management, Sales, etc.)
• Customize permissions for each area of Roof Chief
• Control contact visibility - sales users can see all contacts or only their assigned ones

Managing Existing Users

To update a user's information or permissions:

1. Click the gear icon next to their name
2. Update their details like email, phone, or password
3. Modify their permissions as needed This system ensures team members have appropriate access to the tools they need while protecting sensitive business information.