Add a User and Set User Details
1. Click "Settings"
2. Click "Users"
3. Click on Add User
4. Type in the user's name and email in the side panel.
5. Select the user's role from this dropdown.
6. Click "Save" to officially add this user.
User role tool tip is found next to the role dropdown.
Admin: Everything a User can do, plus managing organization users, billing/payment configuration (rates, taxes, delinquency policies, payment batches), refunds, and integrations.
User: Day-to-day billing and account operations: billing cycles, bills, payments, accounts, locations, move-outs, delinquency actions, and communications. No access to organization settings or user management.
Field Technician: Field-focused access to service orders, meter readings and alerts, and location/account/route lookups. No billing, payment, or account-editing access.
Auditor: Read-only access to all data.
