How to add an employee or administrator user

New System User

Learn how to add a new system user (employee or administrator).

Each user can have different permissions to access parts of the system. E.g. you can create a new user login for your Accountant and allow him to access only Reports menu, but not Vehicles etc.

Note: System comes with predefined roles, that can be further adjusted to your business needs.

How to add new staff user to Garage Invoice system

  • Click on ‘SETUP‘ option located on the sidebar menu (left-hand side of the screen).
  • Click on ‘STAFF‘ option located on the sidebar menu, then click on ‘NEW STAFF MEMBER‘ button.
  • On Profile tab:
    Fill in users First Name, Last Name and Email address (required fields).
    You can also set Hourly Rate, Telephone Number, Social Links and Email Signature that will be used for this user.

    Check corresponding Member Departments – user will be able to reply to customers in Support System.

    Ensure that option Send welcome email is checked – user will receive an invitation email with all login details (check spam box).

  • On User Role tab:
    Select user role from pre-defined roles.
    You can also adjust permissions to give access to parts of the Garage Invoice system, by checking corresponding options below.

    Note: View (Global) – will give access to all data, View (Own) – will give access to their records (created by this user) or assigned to by administrator.
  • Once the required fields and permissions for user are set, click ‘SAVE‘ button to add user to the system.
  • You can delete or deactivate staff users.
    To delete user – hover your cursor over user’s name and click delete.
    To deactivate – flick the green switch in ‘Active’ column. Deactivated user’s will not be able to log in to the system.

Related Documentation

Managing pre-defined Item list

Item List Learn how add and delete items, that can be easily added when creating Invoices. Pre-defined item list is useful when creating Invoices. It allows you to quickly add

How to delete Invoice

Deleting Invoices Learn how to delete Invoice from the system. Garage Invoice allows you to delete invoices regardless of invoice status. By default, ‘Delete Invoice’ option is only available on

How to Sort, Filter and Search for Invoice

Sorting, Filtering and Searching Invoices Learn how to sort & filter Invoices by status (paid, unpaid, overdue…), by year or payment mode and search by items, vehicles or customers With

Am I going to require any training?

Unlike some other products on the market, Garage Invoice is incredibly easy-to-use. While there will always be a bit of a learning curve with any new software, we’ve gone out

How to create an Invoice

Creating Invoices Learn how to create an Invoice in Garage Invoice system. While creating an invoice, you can also set due date, add discount (fixed amount or %), make adjustment