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How to Manage Users and Permissions with the AI Assistant

Updated this week

Create and update users, user groups, approval groups, shifts, labor-rate groups, and custom fields.

What you can say

  • "Create a new user β€” Mike Johnson, email mike@company.com, technician role, access to Site A and Site B."

  • "Create a user group called Night Shift Techs and add Maria, Jake, and Sam."

  • "Create an approval group β€” two-level approval for POs over $5K."

  • "Create day and night shifts β€” day is 7 AM to 3 PM, night is 3 PM to 11 PM."

  • "Create a labor rate group for overtime at $75/hour."

  • "Which technicians logged the most hours last month?"

  • "Import users from this HR export."

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