Discover how to add and manage employees and vendors in Keystone, including assigning roles and permissions for better workflow.
Setting up employee profiles ensures smooth scheduling and accurate role assignments.
Click the "Gear Icon" in the top right to access Company Settings.
Navigate to "People" on the left side and click on “Employees”.
Click "New Employee" to add a new employee.
Fill in required info: First Name, Last Name, Email. Include additional details like Phone, Address, Photo, and Bio.
Assign a role (e.g., inspector) to determine access and features.
- Admin - Access to everything including settings
- Staff - Access to schedule orders, View company calendar, Manage leads and contacts, Block time for staff
- Inspector - Access to view only their calendar, View orders assigned to them, Nightly schedule email
- Vendor - Access to view their orders
Set service areas from the dropdown menu for scheduling in specific zip codes.
Ensure inspectors have an address (home or office) for scheduling and reporting accuracy.
Last, you can input a bio in the employees profile along with any languages spoken. Make sure to save the employee by clicking on “Save Employee”.
