Adding a New User

Creating a user takes just seconds.

All you need is:

• A name
• An email address

The new user will automatically receive a welcome email prompting them to set up their password and join your account.

Finding and Managing Users

You can quickly locate users by:

• Searching by name or email
• Filtering by groups
• Filtering by tags

On the User Overview page, you can:

• Manage permissions and roles
• Add external IDs for integrations
• Reset passwords
• View job history
• Manage group memberships
• Apply tags for filtering and reporting

Understanding User Roles

Solving Services includes three user roles:

User

• Can complete work at assigned locations
• Can view their own job history
• Cannot manage system settings

Account Manager

• Can manage users, locations, job requests, and more
• Ideal for supervisors and office staff

Administrator

• Has full system access
• Can manage billing, subscriptions, and seat counts

Job History & Assigned Work

Each user profile includes:

• A complete history of jobs they’ve completed
• Before and after photos
• Responses to custom job form questions
• A list of job requests assigned to them

This provides full visibility into what work has been done and what still needs attention.

Organizing Users into Groups

Users can be organized into teams, crews, departments, or roles using User Groups.

Each group contains:

Members

• Can complete work assigned to the group

Managers

• Can add or remove members
• Can manage assigned locations
• Automatically receive notifications for group job requests

Groups help control access and keep work organized.

Simplify Team Management

Spend less time managing permissions and more time managing your business.

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