Once you create your Shedmate account, log in https://app.shedmate.com.au/ and
-
Click on Company
-
Fill out all your company details, this is the information that will be filled out in your custom documents such as Quotes, Contracts, Construction Plans, Site Plan, etc.
Adding new users
Inviting and managing users to your account
-
To invite other members of your team to have access to your Shedmate environment follow the steps below:
-
Login to Shedmate https://app.shedmate.com.au/
-
Click on Company > Invite a new User
-
Fill out the details and Click on Save on the top right corner.
-
You can invite a user by picking one of the 2 roles below
-
Admin: Have access to everything, including the permission to add and remove users.
-
Regular User: By default, regular users have access to everything, but the permission level can be set up to specific roles once they are created in the “Edit User Permissions”.
Setting user permissions for different team members
In Shedmate you can create specific permissions for different roles at your organization. Different users can have limited access (No access, View, Edit, Full Access) to each specific feature of the system. For example: Your sales team might have access to Drafts, but not Fabrication details. This can all be setup inside Shedmate.
In the video below we cover how to create and assign user permissions.