How to Add a New User
Description
In Gorelo, users can either have the limited Accountant/Technician role or the wider Admin role.
Only a User with the Admin role has access to the “Settings” panel to open the Service Provider window. This panel is used to manage your company profile, manage your team/users (add or delete technician accounts), email configuration (for email notifications and ticketing), ticket status (to set ticket status email setting), payment details, location and time zone, invoice and tax, labor rates, ticket setting, groups (add and manage different user groups), device actions, client types (to add more client categories if required), contact designations (to add more contact designation categories if required) and user roles(to add more user roles if required).
Process?
Adding new technicians to your Gorelo app is quick and easy but only admins can do it, so make sure you have admin access before following these steps:
Step-1: Navigate
After logging into Gorelo, go to the “Setting” menu and click on it to open Service Provider window.
Step-2: Add User
a. Click on “Users” to open Users window
b. Click on “+ User” button on the right corner of the Users window to open Add User form.
Step-3: Fill in required information
Fill in all the required fields on the form. You can click on “Add More Detail” to reveal additional fields and add more details about the contact. Here, you can also select the type of access you want to give to the new user.
- If you want to create a new group for this user, click on the Blue user icon inside the “Group” field. Fill in the couple of required fields on the pop-up form and click SUBMIT. The group field will automatically be filled in with the new group.
- After filling in all the required fields on the form, click the “CREATE” button. The account will be created and an on-boarding email with instructions and login credentials will be sent to the new user.
Reference Table
If you have problems understanding any field of the form, please refer to this table:
| First Name | First Name of User |
| Last Name | Last Name of User |
| User’s Login Email Address. Every User must have a unique email address. | |
| User Role | Select a Role for the User |
| Time Zone | Current Time Zone of the User |
| Remote Only | Remote Only attribute defines whether this User will ONLY be available to work remotely, or the User can be available to work remotely as well as at Client Locations. By default, Remote Only is disabled so User added can work remotely as well Onsite |
| Billing Role | Select the Billing Role of the User |
| Work Type | Select the Work Type of the User |
| Hourly Cost | Type the hourly cost of the User, if required |
| Location | Select a Location from a list of your Locations |
| Group | Select a Group from a list of Groups you have setup |
Looking for something else? Visit our support documents or send us a message via the Contact Us form. We will be happy to help guide you further!