Roles
Click View permissions PDF in the user form to see exactly what each role can do.
Two ways to add a user
Create a user
1
Start a new user
Go to Users and click Create.
2
Enter their details
- First Name (required) and Last Name
- Designation and Employee ID
- Country Code and Phone Number (required)
- Email (optional)
3
Choose branch and role
- Branch (required): the branches this user works in. See Branches.
- User Roles (required): pick one of the roles above.
4
Set a password
Enter the Password and Re-enter Password. Share it with the user securely.
5
Create
Click Create.
Invite a user
1
Start an invitation
Go to Users and click Invitation.
2
Fill in the invite
Enter the Email Address (required), pick the Role (required) and choose the Branches (required).
3
Send
Click Send Invitation. The person gets an email with a link to create their account.
Choosing roles
Start with a small number of admins, usually the maintenance head and whoever owns the account. Give technicians and engineers full user access. Anyone who only needs to report a problem can be a requester, or can use a request portal without an account at all.More on the Users page
- Export Excel downloads your user list.
- User Performance Report shows how your team is performing.
- Use search, + Add filter, Sort, Edit Columns and Saved views to find people.