Manage Users

Manage Users

As an administrator, you manage all user accounts within your tenant. You can invite new users, assign roles, and deactivate accounts.

Invite a User

1. Navigate to Settings → Users
2. Click Invite User
3. Enter the new user’s email address
4. Select the desired role:
   • Administrator — Full access to all features
   • Dispatcher — Scheduling and dispatch capabilities
   • Technician — Mobile app and field documentation
5. Click Send Invitation

The user will receive an email with an activation link.

[Screenshot: User invitation dialog]

Assign and Change Roles

1. Open the user list under Settings → Users
2. Click on the desired user
3. Change the role in the Permissions section
4. Save the change

Note: Role changes take effect immediately. The user will see their new view on the next page load.

[Screenshot: Role assignment in user profile]

Deactivate a User

1. Open the affected user’s profile
2. Click Deactivate Account
3. Confirm the deactivation

Deactivated users can no longer log in. Their data and service history are retained.

[Screenshot: Deactivate user]

Filter the User List

The user list offers the following filter options:

• By role — Show only administrators, dispatchers, or technicians
• By status — Active or deactivated accounts
• Search field — Enter name or email address

[Screenshot: User list with filters]

View User Activity

Each user profile contains an activity overview:

1. Open the desired user profile
2. Switch to the Activity tab
3. Here you can see logins, changes, and completed jobs

[Screenshot: User activity log]