The Users page

The Users page is where you look after your team: everyone who works for the branch, office and crew, with their role, department, positions and when they last signed in.

Before you start

Open it from Settings › Users & permissions › Users. To see everyone and change anything you need the Manage employees within the company permission (administrators always have it). Anyone else who opens it — from My profile in the menu under their name — sees only their own record, under the title My profile.

What's on the page

At the top, four counts:

Next to the title are shortcuts to the pages next door: Departments and group settings, Lead assignment, Notifications and Connections.

Find someone

1. 1Pick Active users, Everyone or Inactive above the list. Each shows how many people it holds.
2. 2Pick a department in the Departments list on the left to see only that department. Pick it again to see everyone.
3. 3Type in the search box — A name, a department or a position. It also matches email addresses and the role.

The list shows 20 people a page, sorted by name. Use the arrows under it to move between pages.

The columns

• Name — with a you tag on your own row, an inactive tag for someone switched off, and crew member under anyone who works on the trucks (Foreman, Driver or Helper).
• Email, Department and Positions.
• Role — Admin (gold), Standard, or No login / Crew, no login for someone who can't sign in.
• Last sign-in — on your branch's clock, or never.

The gear over the first column lets you hide columns you don't need.

On a phone the list becomes cards, one per person, with the same details.

Open a person

Click a row (or press Enter on it). Their window grows out of the row with their details, access, pay and more — see A user's window.

Departments on the left

The Departments list shows each department with how many people are in it. With the permission to manage employees you can also:

• Add Department — type a Department name (at least 3 characters) and save.
• Rename one with the pencil.
• Delete one with the bin. The first department can't be deleted, and a department with people in it can't either: Cannot delete non-empty department. Please re-assign employees first!
• Group Settings — opens Departments, where each department's starting permissions are set.

Add someone

Press New user — see Add a user.