Overview
The User Accounts tab provides a comprehensive view of all users who have access to your account. This section allows you to manage user information, assign roles, control product access, and update user details.
User List
Users are displayed in a table showing:
Name
Assigned Team
Job Title
Access Level (Owner, Admin, Supervisor, Technician)
Product Access (Field Service, CMMS, Industrial AI, etc.)
Adding a New User
Steps:
Click Add New User.
Enter the Full Name, Job Title, and Email.
Assign the user to a Team.
Click Save User in the right-hand drawer.
Editing User Information and Access
Steps:
Click the ellipsis (three dots) next to the user.
Select Edit Account.
A right-hand drawer opens with two tabs:
General Information: Update name, email, job title, and access level.
Skills: Manage the user’s skill tags (if applicable).
Note:
Access levels include Owner, Admin, Supervisor, and Technician.
Only the Owner can assign the Owner role. Reassigning the Owner role automatically downgrades the current Owner to Admin.
Managing Product Access
Every user has default access to AssetHub (cannot be removed).
Additional products can be assigned by toggling them ON and clicking Save.
If your organisation hasn’t purchased a product, assigning it will result in an error.
To purchase the product, click on the product store in the top left corner.
Deleting a User
Steps:
Click the ellipsis next to the user.
Select Delete Account.
Confirm deletion in the modal that appears.
Access Control
Only Owners and Admins can add, edit, or delete users and manage product access.
Supervisors and Technicians cannot manage user accounts.