Adding SNAGG users to the WorkHub

To get started with the WorkHub, you need to add your SNAGG users (engineers or technicians). These users will manage and complete scheduled work via the SNAGG Engineers app. Follow the steps below:

Step 1: Create a User Role #

1. Navigate to your Company Settings and click on the Users tab.
2. Select User Roles and click on the Add New User Role button.
3. Name the Role and set permissions:
   • Use the permissions interface to define what the user can access.
   • If the user isn’t an administrator or manager, untick WeQuote access and only enable access to the SNAGG app.
   • Personalise their permissions further. For example, enable options like:
     • Show Project Total
     • Self-Assign Work Orders
     • Limit their ability to manage billing or company settings if necessary.

Step 2: Invite the User #

1. Click the Invite User to Organisation button (top-right corner of the Users tab).
2. Enter the user’s email address.
3. Select the user role you’ve just created from the dropdown menu.
4. Send the invite.

Step 3: User Accepts the Invitation #

1. The invited user will receive an email to accept the invitation.
2. Once accepted, they will create an account and provide personal details such as:
   • Name
   • Mobile Number

Step 4: User Access Complete #

The user can now log in to the SNAGG Engineers app using their credentials and begin managing tasks and scheduled work orders.