In the left navigation, click on the Settings, then Members
In the Invite new member section of the page, add the email of the user you would like to invite and assign a role.
Select Sales to give basic permissions. This should be given to technicians and sales reps who need to create, edit and send quotes to customers.
Select Owner to give the most advanced permissions. This should be given to the owners and/or administrators of your account.
Click Invite to add the user, and send them a confirmation email
Adding Users
This article describes how to add new users to your SetSale company
Written by Assaf Weinberg
Updated over 8 months ago