Skip to main content
All Collections"How To" GuidesGeneral Setup
Adding Users and Setting Permissions
Adding Users and Setting Permissions

Learn how to add users and set permissions, allowing them to expand their access to the platform, or restrict some views.

Brandon Cummings avatar
Written by Brandon Cummings
Updated over a week ago

There are four main types of user permissions for a user.

Admin - this has full access to the platform

Operations - this user also has full access to the platform but is the default user for all work orders to be assigned to.

Collaborator - this is the perfect setting for flexible users, you can give full access OR restrict their views/permissions to only a certain location, only showing certain pages, and potentially be assigned all work orders from a specific location(s).

Location - this is the most restricted view by default, built for someone that only needs to see the home dashboard at a specific location.

You can find your user settings here:

Only For "Accounts" Enabled Organizations

If you have accounts enabled for your organization, you will also be able to grant a Contact access to that Account, with Requestor permissions. The Requestor permission will by default give access to all the locations associated with that Account but can be restricted to certain locations.

Did this answer your question?