How can I add a new user?

You can add employees, customers, and contractors as users in Clean Smarts. Make sure to select the correct user type before getting started.

Step 1: Create the user

1. Go to bar Users from your profile in the bottom-left corner or directly from the search bar (Ctrl+K). 

2. Select the appropriate tab (Employees, Customers, or Contractors), depending on who you are adding.

3. Click Add User and fill in their personal information: name, email, phone number, and preferred language.

4. Click Create User.

Step 2: Set permissions

1. Go to the Permissions tab in the user's profile.

2. You can assign permissions in three ways:

   • Preset roles: Choose from Admin (full access), Manager (partial access), or Cleaner (basic access).

   • Custom modules: Manually select the specific modules you want the user to have access to.

   • Custom roles: If you have created your own roles, you can select one here instead of configuring permissions manually each time.

Step 3: Assign locations and shifts

1. Go to the Location Access tab.

2. Check the box next to each location you want the user to have access to.

3. Click the arrow next to a location to expand its shifts and assign the user to the relevant ones. Their calendar will update automatically to reflect the assignments.

Step 4: Set up time and pay

1. Go to the Time and Pay tab.

2. Enable drive time tracking if applicable.

3. Add the employee's pay rate. This will start their pay rate history in the system.
   
   

    

Still need help? Contact us