ToolBox
Log inPricingSubmit a tickettempustools.com
  • Getting Started
    • Registering for an account
    • Using our guided walkthrough
    • Creating a simple quote
    • Personalising your organisation settings
    • FAQs
  • Quoting
    • Quoting in detail
    • Adding parts
      • Adding 2D parts
      • Adding 3D parts
      • Adding rotary parts to a quote
      • Adding a Quick Part
      • Adding parts from a PDF
      • Adding parts from Part Library
      • Adding miscellaneous items
    • Alerts and notifications
    • The original CAD view
    • Cleaning drawing files
      • Drawing Doctor® commands
      • Dealing with multi-part files
      • Dealing with parts within parts
      • Removing unwanted paths like title blocks
      • Quickly removing open inners
      • Identifying open end points
      • Changing line types with layers
      • Changing line types of individual paths
      • Resized scaled drawings
    • Assigning materials to parts
      • Customer-supplied materials
      • Material consumption mode
    • Assigning folding to parts
    • Assigning custom secondary processes to parts
    • Calculating a quote
    • Adjusting quote prices
      • Price adjustment function
      • Part price adjustment
    • Emailing customers
    • PDF documents
      • Accounting documents
      • Production documents
      • Print settings
    • Downloading drawings and CSV
    • Taking payment for orders
  • SHIPPING
    • Shipping options and delivery pricing
    • Setting up ToolBox's smart shipping calculator
    • Delivery price calculation
  • Materials
    • Creating a new material
    • Adding and editing sheets
    • Nesting settings
  • Cutting Processes
    • Cutting technologies and rate tables
    • Adding a cutting technology and linking it to rates and materials
    • Adding & editing cutting technologies
    • Adding & editing rate tables
    • Fine feed rates and small hole limits
    • Tube cutting
      • Creating your Rotary process
      • Adding & editing rate tables for Rotary
      • Creating a new material for Rotary
      • Adding and editing material
      • What Rotary parts will ToolBox work with?
  • Secondary Processes
    • How folding works in ToolBox
    • Managing folding settings
    • Creating custom secondary processes
    • Secondary process types
      • Quantity-based secondary processes
      • Area-based secondary processes
      • Weight-based secondary processes
    • Example secondary processes
      • How to price powder coating
      • How to price drilling, tapping & countersinking
      • How to price welding
      • How to price galvanising
      • How to price delivery
  • Customer Central
    • Customer Central overview
    • Adding a new customer
    • Editing customer details
    • Customer Central tabs
      • Summary
      • Contacts
      • Quote History
      • Pricing
      • Part Library
  • Web Store
    • Web Store: 24/7 online sales
    • Setting up your Web Store
      • Controlling access to your Store
      • Branding
      • Shipping options
    • Hosting your Store online
      • Host your Store on a website
    • How customers use the Store
      • Quoting in the Web Store
      • Quote screen additional features
      • Placing an order in the Web Store
      • Checking out your order in Web Store
    • Accept payments through Web Store
  • Integrations
    • Xero integration
    • QuickBooks integration
    • Google Drive integration
  • SUBSCRIPTIONS & FEATURES
    • Adding additional users
    • Improvement to the allocation of setup time across common materials
    • Unsubscribing from ToolBox
    • Release notes
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On this page
  • 1. Navigate to user management
  • 2. Click the '+' button to open up the 'Add user' dialogue
  • 3. Add a new user
  • Changing user name
  • Resetting passwords
  1. SUBSCRIPTIONS & FEATURES

Adding additional users

How to add teammates and other users to your ToolBox account

PreviousGoogle Drive integrationNextImprovement to the allocation of setup time across common materials

Last updated 11 months ago

You can have multiple people in your organisation quoting at the same time.

To add a user:

1. Navigate to user management

On the Organisation Management page, scroll down to user management

2. Click the '+' button to open up the 'Add user' dialogue

Next to the '+' button will be a message explaining how many paid users are available to be added to your organisation.

While on a trial and without a subscription, this button is replaced with a link to activate your subscription.

While on a subscription, this message is comparing the number of available in your subscription against the number of users who have been added to the account already.

If there are no additional users remaining, the '+' button is disabled. To add additional users, first navigate to the Subscriptions page and upgrade your subscription to a plan that includes 2 users, or contact us at support@tempustools.com for a discount on plans of 3 users or more.

When the '+' button is enabled, click it to open the 'Add user' dialogue.

3. Add a new user

Enter the users first name, last name and email address, then select the permissions role you want to give them.

  • Administrator (Owner): Full control, including subscription management.

  • Administrator: Full control, excluding subscription management.

  • User: Quoting only. No control over subscriptions, cutting and material settings, or pricing settings.

Once the 'Add user' button is pressed, the new user will receive an email informing them of their account creation. It will supply a temporary password which the user will use to log in for the first time, and then immediately create a new password.

Changing user name

To change the first and last name of a user, click the hamburger directly to the left of the ToolBox logo at the top of the page. Directly at the bottom of the drawer that slides in from the left, click the user icon:

Enter the new name, to save the changes click the 'SAVE CHANGES' button, to cancel any changes click the 'CANCEL' button

Hint: Only the Administrator (Owner) can transfer the account ownership. Only a ToolBox team member can change a users email address, contact us at support@tempustools.com

Resetting passwords

From the login page: Go to the login page and look for the option to reset your password. It should be visible and easy to find.

From the menu drawer: Click on the user icon located at the bottom of the menu drawer. You can access the menu drawer by clicking on the hamburger icon (three horizontal lines) to the left of the ToolBox logo at the top of the page. From there, you should find the option to reset your password.

The user management card
The dialogue for adding a new user
Click the user icon
First and last name