Admin Users have total control to view, add, and edit every User's information in the program.
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Guide - View Users
Select the Admin Settings module > All Users tab to view a completed list of users in the system. Like all other modules, use Filters and Settings to customize your list view.
Click on a user's name from the Title column in the list view to open the User Profile card.
Click the X to close the profile card.
Click on the View Permissions button to see the access description for each User Role. |
Guide - Add Users
From the Admin Settings > All Users tab, click on the +User button to open the Invite User form.
Enter the email address of the new user, which is needed to log in.
Associate them to the correct entity and User Role from the dropdown list.
Click the Send Invitation button to send the new user an email invite to the program to set up their password and profile.
Users can only be associated with one User Role for each entity. |
Guide - Edit Users
From the Admin Settings > All Users tab, click on a User name to open the details card.
Click the Edit button to open the Edit Profile form.
Click in fields to edit users information or edit the user role associated to an entity.
Hit Save to keep the changes or Discard Changes to cancel modifications.
Admins can also make similar edits from the Users Module |
Guide - Can Be Assigned to Work Orders
From the Admin Settings > All Users tab, click on a User name to open the details card.
Click the Edit button to open the Edit Profile form.
Associated the user with the correct entity and user role.
Toggle on the button next to the Can Be Assigned to Work Orders permission, so it's marked with a check mark. Entering labor rates is optional.
Hit Save to keep the changes or Discard Changes to cancel modifications.
Labor rates aren't displayed on work orders and only calculated in reports and KPIs. |
Guide - Inactive User
From the Admin Settings > All Users tab, click on a User name to open the details card.
Click the Ellipses button.
Select Make Inactive.
Confirm the change or cancel.
Inactive users no longer have access to both the desktop and mobile app. |
