This guide will walk you through the process of creating user accounts and onboarding your staff effectively.
Adding Users to Your Account
Step-by-Step Instructions
Follow these steps to create user accounts for your team:
Navigate to Team & Users
Access this section from your Administration Console
On the 'People' Tab, Click Add User
Located in the top right corner to add a new user
Enter User Credentials
Add the user's email address
Set a secure password for their account
Add Personal Information
Enter their first name
Enter their last name
Assign Access Level
Select the appropriate Access Level based on their responsibilities (Admin, Manager, Field Worker, etc.)
(Optional) Assign Job Role or User Group
Save
Click Save to create the account
Note: you can also input other optional fields, such as:
Start Date
Induction Date
Next Review details
If you do not use an integration to Procore or Zapier, please ignore the "External ID" fields
Archiving and Unarchiving Users
To remove a User follow the steps below:
Go to Team & Users
Click the Three Dots button associated with your user
In the menu, click Delete
To Remove Multiple Users at once:
Hover your cursor over your user
Click the Check Box (highlights it orange)
Repeat for all users you want to delete
Click the Bin icon in the Tool Bar
Type "Delete" in the text box
This user's login will be deleted, and their access will be removed.
To restore a Deleted User:
Go to Team & Users
Click "More Filters"
Under "Miscellaneous", select "Show Deleted Profiles"
Apply your filter
Click the three dots associated with your deleted user
Click "Restore User"
From here the User will be re-added as a Team Member rather than a User, to give them login details
Find and Click on their Profile
Click the Three Dots icon
Select "Add Login Access"
Give the person an email and password
Click Save
Please note: When archiving a User any resources link to this User will be permanently deleted