Learn how to set up user permissions and add new employees in Subtrade in just over one minute! This quick tutorial shows you howto use Role Management to create a custom ‘Site Worker’ role, assign specific permissions (View Drawings, Create Daily Reports, etc.), and send a welcome email to your new team member. Getting your team the right access has never been easier.
In This Video (Timestamps):
0:00 – Intro to Default Roles (Admin, PM, Field Worker)
0:15 – Creating a Custom Role (The ‘Site Worker’ Example)
0:35 – How to Set Permissions for the New Role
0:50 – Adding a New Employee and Assigning a Role
1:10 – Sending the Welcome Email & Profile Overview
Get Started with SubTrade:
👉 Sign up for your free demo here: www.subtradesoftware.com
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