Watch: approving a technician
Swipe the screen to move between steps.
Step 1 of 3
Find the waiting accounts
You're notified when an account is waiting. On the web, the dashboard banner Accounts awaiting approval links to Technicians or Corporate accounts filtered to Pending approval. In the mobile app, the same queue appears under Needs attention on Home.
Approve an account
- Open the account.
- Check the details, and set the City if it's missing.
- For a corporate account, link it to its company first: select Link company and choose the client company.
- Set the Account status to Active and confirm.
A corporate account can't be activated until it's linked to its company.
Rejecting an account
There is no Reject button. To refuse a sign-up, set the status to Suspended. The person can't sign in.
Let them know
Approval sends no email. Call or message the person to tell them they can sign in now.
Tips
- Set a pay rate when you approve a technician, so their first job creates a payout. This needs the Super Admin by default.
- Check the phone number before approving. WhatsApp job alerts go to it.
Frequently asked questions
- Why can't I select Active?
- It's a corporate account with no company linked. Link the company first.
- Does the person get an email when I approve them?
- No. Tell them yourself.
- Can Operations Managers approve accounts?
- Yes, technician and corporate accounts. Staff accounts are created only by the Super Admin.
Still stuck?
Our team can look at your request or account with you.