Add new team members to your PaintScout account and assign the right user type for their role.
Add new team members from User Management. PaintScout recommends a user type based on the role you choose.
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 custom permissions later. See Custom Permissions, Sales User, Team User, and Painter User.
5. Click Save.
6. Send the password creation email so the user can log in.
Deactivate a User
Remove or deactivate a team member from your PaintScout account and optionally transfer their estimates to another user before removal.
Custom Permissions
Configure access levels for Sales, Team, and Painter users using custom permissions to control what team members can view and edit.
Last updated 12 days ago
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