To access this feature, you must be on Goodshuffle Pro Standard or above.
There are four main user types in Goodshuffle Pro:
Account Owners/Admins
Full Users
Limited Users
Unlimited Read-Only Users
You can learn more about what each level can do below, but here's a quick summary:
Account Owners/Admins: Only Account Owners can access/change banking information - other than this, Admins have the same level of permissions. Full access to the system. They can access all financial reports. Note: The Account Owner doesn't need to be the owner of the company, just a representative for your Goodshuffle Pro account. These users can create projects, inventory, and communicate with clients.
Full Users (typically sales): Essentially your 'Salespeople'. Can create quotes and communicate with clients, but cannot access account settings or company activity/tax reports.
Limited Users: Essentially your 'Warehouse Crew'. Can only see the 'back end' of a project, and no access to financial information. Crew Users need to be added to jobs in order to see them, but can be set to be auto-added or view all projects.
Unlimited Read-Only Users: Your DJs, Entertainers, drivers, etc. These users cannot take action on a project, and can only see the 'back end' of a project.
Full Users are able to make themselves the Sales Lead on other projects (by replacing the existing Sales Lead).