User Profile Settings Overview
User Profile Settings - Frequently Asked Questions
General Questions
Q: What are the different user types available in the system?
The system has different user types including Admin and Recruiter. Admin users have access to all available user profile settings, while Recruiter users have limited access to only their own profile Settings, Orders, and Inventory Manager.
Q: How can I edit my personal information?
You can edit your personal information in the Settings section, including your first and last name, job title, and phone number. Your email address will display but cannot be edited by you directly - contact support for email changes.
Orders Section
Q: Where can I find my past orders?
Past orders can be found in the Orders section where you can review order information and download receipts.
Q: How do I search for a specific order?
To find a specific order, search for a job title, order ID, or job site name, and then filter by user name, division, paid status, and order date to narrow your search.
Q: How can I share an order receipt with colleagues?
When viewing orders, click the icon in the "view details" column to download the receipt to your PC or email it to colleagues.
Q: How do I manage my payment methods?
Click the "Manage credit card & payment method" button in the Orders section to go directly to the Billing section of your user settings.
User Management
Q: Who can adjust user settings for other team members?
Only users with Admin access can adjust settings for other users, including division access, user type, or disabling/removing users.
Divisions
Q: How do I create a new division for my company?
Admin users can create additional divisions in the Divisions section. When creating a new division, you'll need to select which inventories and users will have access to it.
Q: What happens after I create a new division?
After creating a new division, contact support for assistance with understanding how jobs will route to the new division.
Budgets
Q: Who can set budgets for users?
Admin users with certain permissions can access the Budgets setting to set specific spending limits for users in the company account.
Q: How do budgets work for users?
If a budget is set for a user, they will only be able to make purchases that do not exceed their assigned limit.
Billing
Q: How do I add a payment method?
You can add or manage company or personal credit cards in the Billing section. These cards will be available during checkout.
Inventory Manager
Q: What is the Inventory Manager used for?
The Inventory Manager app is used to add or manage your company's inventory or job board contracts.
Q: Where can I learn more about using the Inventory Manager?
You can find the Inventory Manager guide and walkthrough video in the Help Center to learn more.