How Do I Add a New Team Member?

Learn how to add new members to your JobNimbus account.

To add new team members to your account, select your profile picture in the top right corner, then select "Team" from the dropdown.

Then, make certain that you have available Roles in your Subscription. Available seats are listed at the top of your Team page, with the current number of users listed first and remaining available seats below that. 

• If you do not have available seats, you can add them to your subscription by selecting Manage Roles.

Once you make certain that you have available seats, you can add new team members by selecting the "Invite team member" button. 

From here, you can do the following:

1. Provide the necessary personal information of your new Team Member.
2. Choose the tools you want your Team Member to have by selecting from the available Roles.
3. Choose the permissions you want your Team Member to have by selecting from the Access Profile dropdown menu.
4. Provide the necessary information about the Location where your Team Member will be working.
5. If you would like, your Team Member has the option to have specific Custom Fields automatically filled in from Contacts, Jobs, and Work Orders when they create new records.
6. Choose the color you prefer for your Team Member's Calendar Tasks.
7. Select this checkbox if the Team Member will be fulfilling a Subcontractor role within your company.