Users

Overview

Users are the staff members of the organization.

Users belong to one of a:

• Team
• Location

Notes

• Users can either belong to a team or a location, but not both.

Viewing Users in List

1. Navigate to Users page.
2. From there, you can do the following to find a particular User or group you’re looking for.
   • Search by email, username, first or last name
   • Sort by first or last name
   • Filter by role
3. Click on a particular User to see more details.

Viewing User Information

1. Click on a particular User in the Users page.
2. See details about the user including: assigned tasks, account details, and which forms they can access

Adding a User

Video walkthrough · 2:05Add people and give them rolesAn org-wide admin, and a team member with a team role

Walkthrough of “Adding a User”

What happens when I add someone?

They get a welcome email, if you gave them an email address, taking them straight to a page where they set their own password and log in.

Note: With no email address, you will need to set their password yourself and pass the username and password to them.

Adding Someone to a Team or Location

There are three ways in, and they all end at the same form:

• From the hierarchy: click the dots (…) next to the team or location, then User. The team or location is filled in for you.
• From the hierarchy: click Create New in the top right, then User.
• From the Users page: click Create New in the top right.

Then fill in The New User Form.

The New User Form

When creating a new user, you will enter:

1. Email: The user’s email address (used for logging in and is unique) (optional)
2. Username: The username the user will use to log in with. (optional)
3. First Name: The user’s first name.
4. Last Name: The user’s last name.
5. Phone Number: The user’s phone number.
6. Role: The role assigned to the user.
   • See Roles for more information.
7. Click Save to add the user

Note: Either an email or a username must be provided.

Editing a User

1. Go to the Users page
2. Click on the user you want to edit
3. Once the changes are made, click Save to save the changes

Changing a user’s password

Who can do thisOwnerAdmin

1. Click the “Change Password” button
2. Enter the new password
3. Click Save to save the changes