Whenever you elect to hire on new technicians or new office workers, you'll need to determine whether or not they'll be making changes in Profit Rhino. Once you've made your decision there, you'll probably need create a log in for them in Profit Rhino so that they can actually access your account.
During your initial training, your onboarding team member created your users for you to make it a little simpler to get through your training. But, once your training is completed, you'll need to be able to add users on your own.
Take a look at the video below for a quick tutorial.
We've provided step by step instructions as well. To add a new user, you'll need to do as follows:
1st. Log on to the Profit Rhino website.
2nd. Head over to the [My Account] tab.
3rd. Click on the [Manage Users] section.
4th. Click on the [Add User] button.
The following image will demonstrate:
MANAGING USERS (Part 1)
Once you've done that, you should see an onscreen pop-up that looks something like this:
MANAGING USERS (Part 2)
As the prior image indicates, you'll need to input some information in order to create your user.
First Name | Last Name. Put down your users First and Last name so the system knows how to properly record any quotes/option boards they create.
Email Address. Input the email address your user will be using to log in. This dos not necessarily have to be a valid email address (in the sense that you don't have to set up a new one if you don't want to), but it does need to be formatted as an email address. Do keep in mind that for technicians, this email address will appear on quotes.
Password. Set the password that your user will be using to log in with.
Designate Role. Designate the role for your users. Whether they are an Office User (the people you only want to be able to access the web), a Tech (the people you only want to be able to access the mobile), or a Supervisor (the people who you want to be able to access the web & the mobile at the same time who gets additional special permissions)
Active | Inactive, Designate this account as an active user if you want them to be able to use the login.
View All Quote Permission. Determine whether or not they'll be able to see quotes that other technicians have saved. What this means is, normally when your technician saves a quote out in the field, he's the only who will be able to access it again. If you have a supervisor or manager who needs to review the quotes themselves instead of just the invoices, make sure they have this permission set so they can do just that.
Save. Click the save button to complete adding your new user.
If you follow these steps exactly, you should successfully be able to add new users to Profit Rhino. Do keep in mind that you must pay for each technician and supervisor user you have and that any number of Office users is free.