This guide will walk you through the process of creating user accounts and onboarding your staff effectively.
Adding Users to Your Account
This section also includes information about login methods for new users, such as immediate login or invite emails.
Step-by-Step Instructions
Follow these steps to create user accounts for your team: Ensure that you assign appropriate access levels and permissions based on the user's role in your organisation.
Log into the Admin Console Use your administrator credentials to access the Admin Console
Navigate to the Staff/Users Section Locate and click on the "Team & Users" section in the console
Add a New User
Click the "Add User" button
Enter User Details
Fill in the required fields with the new user’s information, such as name and email address
Assign Access Level Select the appropriate Access Level based on their responsibilities (Admin, Manager, Field Worker, etc.)
(Optional) Assign Job Role or User Group
Save Once all details are entered, save the new user profile
Note: you can also input other optional fields, such as:
Start Date
Induction Date
Next Review details If you do not use an integration to Procore or Zapier, please ignore the "External ID" fields
In some configurations, new users can log into the app immediately after their details are saved, or they may receive an invite email with login instructions. Additionally, ensure that the email address entered for the new user is accurate to avoid login issues.
Deleting/Archiving and Unarchiving Users
To Archive/Delete a User follow the steps below:
Go to Team & Users
Click the Three Dots button associated with your user
In the menu, click Delete
To Archive Multiple Users at once:
Hover your cursor over your user
Click the Check Box (highlights it orange)
Repeat for all users you want to delete
Click the Bin icon in the Tool Bar
Type "Delete" in the text box
This user's login will be deleted, and their access will be removed.
To restore a Deleted User:
When deleting a user, their login is removed, however, their record remains. They can be restored and viewed.
Go to Team & Users
Click "More Filters"
Under "Miscellaneous", select "Show Deleted Profiles"
Apply your filter
Click the three dots associated with your deleted user
Click "Restore User"
From here the User will be re-added as a Team Member rather than a User, to give them login details
Find and Click on their Profile
Click the Three Dots icon
Select "Add Login Access"
Give the person an email and password
Click Save
Please note: When archiving a User any resources link to this User will be permanently deleted