For the complete documentation index, see llms.txt. This page is also available as Markdown.

Add a New User

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.

How to Add a New User

1. Click the person icon in the top right and go to Account SettingsBillingUser Management.

2. Click the +Add User button.

Screenshot showing the User Management section under Billing with 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.

Screenshot showing the new user information form with fields to fill out and Save button

5. Click Save.

6. Send the password creation email so the user can log in.

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