Help Center

Manage users in Settings

2 min read

The Settings → User page is the central place to view every person on your account, filter by type, and make changes to roles and access.

Before you start

  • You need Admin access to view and manage the Users page.
  • Changes to a user's role take effect immediately on their next page load or action.

Overview of the User page

The Users page header reads User and the subtitle confirms: "Manage user accounts, roles, and permissions." The table shows the following columns for each account member:

| Column | Description | |---|---| | USER | Name and job title | | EMAIL | Account email address | | PHONE | Contact phone | | ROLE | Assigned role (for example, Admin) | | TYPE | USER, TECHNICIAN, or ADMIN | | GROUPS | Resource groups the user belongs to | | TEAMS | Teams the user is assigned to | | RESOURCES | Linked vehicle or resource | | DEVICES | Paired mobile devices | | STATUS | Active or Inactive | | ACTIONS | Per-row edit and management actions |

Search and filter users

  • Type a name or email in the Search by Name or Email... field to narrow the list instantly.
  • Use the Filter by type dropdown to show only Users, Technicians, or Admins. Select All Types to reset.
  • Click Refresh to reload the list with the latest data.
  • Click Export to download the current user list as a file for record-keeping.

Edit a user's role or details

  1. Find the user in the table.
  2. Click the action in the ACTIONS column for that row.
  3. Update the role, type, group, or team assignment as needed and save.

Result / verify

Changes appear in the user table immediately. The affected user sees updated access the next time they load a page or perform an action in the portal or mobile app.

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