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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

    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

  4. 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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