Add new team members from User Management. PaintScout recommends a user type based on the role you choose.
How to Add a New User
1. Click the person icon in the top right and go to Account Settings → Billing → User Management.
2. Click the +Add User button.
3. Enter the user's name, email, and select their role.
4. Review the recommended user type.
Sales is best for owners, estimators, and sales reps who create estimates.
Team is best for office staff, coordinators, and production managers who need visibility without estimate creation.
Painter is best for field crews and subcontractors who need job access.
You can adjust user permissions later. Review all possible custom permissions, along with Sales User, Team User, and Painter User.
5. Click Save.
6. Send the password creation email so the user can log in.