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  1. Log into the e-manage Administrator Application

  2. Select Users > → New User Wizard

  3. Complete the form in the the New User Wizard

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    1. If you check “Is an Installer”, the user will gain acess to the mobile Crew app and ONLY the Crew app (no desktop access). See here for more information: Admin Setup for the Crew App

    2. If you check “Is a Salesperson”, the user will be added as a drop down selection for Salespeople.

    3. If you check “Is a Subcontractor”, the user will gain access to the mobile Partner app and ONLY the Partner app (no desktop access). See here for more information: Partner Setup

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  2. It is imperative that with every new SALESPERSON you create you check your existing user’s profiles and adjust their manager settings accordingly. See Salesperson / Manager / Action Item Config for more information.

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