Articles on: Onboarding

Account Settings

If you have an Owner/Admin or Manager role, you can access your Elevation Advisor account settings by clicking the gear icon in the top right corner of your screen. This is your hub for managing everything, from updating your account details to editing business info and overseeing your company’s users.



Members


Figure 1: Members page in Account Settings



When you open the settings, you’ll land on the Members page.


Here you’ll see a list of everyone in your company who’s using Elevation Advisor. For each person, you’ll find:

  • Role
  • Status (Active or Pending)
  • Email
  • Phone number
  • Organization
  • Date joined


Pending means the user has been invited but hasn’t activated their account yet.



Figure 2: Account & Profile settings, showing options for updating business and personal details.



Account & Profile

Here you can manage your business info and personal preferences.

  • Business Details: Update your company name, contact info, logo, work hours, and season.
  • Security Settings: Change your password or turn on Two-Factor Authentication for extra login protection using a one time code for each login (it’s off by default).
  • Preferences: Edit your email, username, time zone, and language.



Holidays

Manage your company’s time off:


  • Default holidays are included, you can remove or add your own.
  • Hover over a date to see the holiday name.
  • Click Add Date to include a new one.
  • Click Update Holidays to save your changes.



Membership Level

View or change your Elevation Advisor plan:

  • Any changes will take effect in your next billing cycle.
  • Click Update Membership Level when done.



User Roles

Enable roles like Admin, Foreman, or Scheduler based on your team structure. These roles can be assigned when adding new users.


A guide to each available User Role is provided below the role assignment section.


Feature / Section

Owner/Admin

Manager

Estimator/Sales

Sales

Accounting

Foreman/PM

Field

Dashboard

✅

✅

✅

✅

✅

✅

Proposals

✅

✅

✅

View Only

View Only

Projects

✅

✅

✅

✅

✅

No Budget $

Invoicing

✅

✅

✅

✅

✅

Smart Calendar

✅

✅

✅

View Only

View Only

View Only

View Only

Profit Genie

✅

Expenses

✅

✅

Labor

✅

✅

✅

Reporting

All

All

Materials Only

Materials Only

All

Materials

✅

✅

✅

✅

✅

Equipment

✅

✅

✅

✅

✅

View Only

Subcontractors

✅

✅

✅

✅

✅

View Only

Clients

✅

✅

✅

✅

✅

View Only

Settings

✅

✅

Time Reporting

Full

Full

Self Only

Self Only

Self Only

Full

Self Only



Invite Users

To add a new team member, enter their name, email address, and role. Select Add Another User to continue adding additional members. Once all entries are complete, click Send Invite.


Each user will receive an email containing a temporary password. Upon their first login, they will be prompted to create a new password for security purposes.

 


*Payment Needs more content when it is available***Update your payment details for subscription billing. 


Updated on: 09/26/2025

Was this article helpful?

Share your feedback

Cancel

Thank you!