Creating Users in Connect2Field

From the main menu, choose:
Options->Users->Manage Users

The user management screen displays all your registered users grouped in tabs

a) Field Workers:
Are the users you will be scheduling work to.

b) Administrators:
Are users who will be using the system inside the office to capture clients, schedule and monitor the field workers

c) Restricted Admin Users:
Have the same functionality as an administrator, however you can turn off access to reports, options, and deleting client/job details.

Click on Create New User at the bottom of the screen.

Choose the appropriate user type you wish to create..
For this example, we will create a new Field worker..

Enter your users details
Select the time-zone they will be working in
Enter their login details

Select how you would like your field workers to be alerted - Email or SMS or both SMS/Email
(If you would like to use the SMS feature, please make sure you enter there mobile number with country code. IE 44, 61, etc)

Field Workers can be linked to job types
(Job types can be customized under options\job configuration\Job types and templates)

Select which commission group this field worker is assigned to.

Tax Number, National Insurance Number, Social Security. This is mainly used for Recipient Created Tax Invoices
Any notes you would like to keep about your staff
Status: Check this box to activate/deactivate a field worker..

Click Save

Now your User is created, click on view for more options