Users

How to add a user

If you want to add a user, simply follow the steps below:

1. Click on the + button on the top-right part of the screen.
2. On the ‘Basic Information’ tab, fill in the information needed by typing inside each box (mandatory fields are marked with *).
3. To link the user with a specific ‘Service Type’, click on the respective box and select one. Note: You must first set the 'Worker' role to the user. (please see bullet 4)

3. On the ‘User Companies’ tab, you need to link the user to the respective company. Click on the + button and, after the popup appears, click on the ‘Company’ box, select the respective company, and click on the ‘Save’ button.

4. On the ‘User Roles’ tab, you need to link the user to the proper role. Click on the + button and, after the popup appears, click on the ‘Role’ box, select the proper role, and click on the Save button. If you want to select multiple roles, just follow again the same steps.

5. For the user creation to take effect, click on the green ‘Save’ button.

How to view/edit a user

In order to view or edit a user record, simply follow the steps below:

1. Click on the pencil icon of the record that you want to edit.
2. Change the information that you want.
3. Click on the ‘Save’ button.

How to delete a user

In order to delete a user record, simply follow the steps below:

1. Click on the bin icon of the record that you want to delete.
2. In the popup that appears, click on ‘Yes’.

Related articles

Read this article to see how you can filter, sort and export the data of this screen, or even select which columns will appear.