Team account setup
Checking your sign-in…
Jonathan and Roy have shared editing access to BRO’s customer, inquiry, job, and appointment records. Today now shows each person’s own task list and greeting. Business records are shared; quick notes remain tied to each sign-in.
For testing: create an account below and save its initial password. This does not email anyone. Test in a private/incognito window. Creating a login does not overwrite an existing account.
Alternatively: send an invitation so they can set up access themselves. Choose one method for each person.
Jonathan
jbauer@bauerroofs.com
Roy
rbauer@bauerroofs.com
After testing, each person can use Change my password inside BRO, or Set or reset password on the login screen, to choose their own password. There is no master password.