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Managing User Accounts

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6 comments

  • Eric Depew

    I don't see a "Planners and Helpers" tab. How do I change one person from one to the other?

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  • Test Person

    Hi Eric,

    To the left, you should see a green button "Convert User Types". When you click that, you will choose whether you want to change a helper to a planner vs. a planner to a helper, then choose the person, and follow the prompts. See attached screenshot: Note that you can have unlimited helpers, but you have only 1 more slot for a planner (limit of 10 on the silver plan). Let me know if you have any trouble!

     




    Convert Users.PNG
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  • Joni Yee

    Is this ability visible on the trial version too? 

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  • Tom R Metz

    Hi Joni.  This feature is absolutely available in trial accounts.  Let us know if we can help with anything else.

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  • Rick Farrer

    How do you change from Service Planner to Account Admin?

     

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  • Tom R Metz

    Hi Rick. To make this change, navigate to the People >> People page, then click the pencil icon to edit the person you'd like to change.  You then update their "User Type" setting (the first option at the top) from Service Planner to Account Admin.  By the way, you yourself must be an Account Admin to be able to make this change.

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