Team & settings

Add and manage users

• Add a user Invite a team member and check available user seats.
• Add a contractor Invite a contractor to work on assigned jobs.
• Edit a user or email address Update a team member’s account details and email address.
• Add a consultant profile photo Show a staff member’s photo on the client portal consultant card.
• Disable or enable a user Remove or restore account access and find disabled users.

Roles and permissions

• User roles & permissions Choose staff roles and understand record access, cost visibility, and mobile permissions
• Set user permissions and commission Choose a user’s role, customer access, cost visibility, and commission.

Help and good practice

• Troubleshoot user accounts Resolve invitation, sign-in, and account management problems.
• Review user management practices Review account security, seat management, and onboarding practices.

• Organisation settings Update your organisation details, branding, tax, costs, and scheduling settings in Neptune.
• Workflow settings Configure Neptune workflow settings: customer and lead statuses, lead sources, product attributes, file and upload categories, and job stages.
• Subscription and billing Review your Neptune subscription, manage billing, choose a plan, and understand access restrictions.

• Statistics Review tasks, contracts, proposals, variations, and sales performance by reporting period
• Sales funnel Review how leads and customers progress to signed contracts