01What it is
A user is a sign-in account: first name, surname, email as the login, and a password. An administrator creates the account and sets the password straight away, and a new account has every module disabled until you grant permissions.
Permissions cover twelve modules: daily dashboard, customers, sites and objects, projects, people and attendance, fire protection, inventory, equipment, suppliers and catalogues, finance, configuration and mobile access. Each has the level Edit, Read only or Disabled.
Role templates set permissions in one step: fitter, works manager, site manager, storekeeper, accounting and owner. Anyone who is not the owner cannot grant others more than they have themselves.
- THREE LEVELS
- Edit, read only or disabled for each module.
- ROLE TEMPLATES
- Six ready-made permission sets.
- SAFE CHANGES
- Changing someone else's sign-in details requires your password.
02What it is for
Everyone sees their part
A fitter does not see finance, accounting does not change projects.
Quick onboarding
A role template grants a new person permissions at once.
Blocked sign-in
Unblock an account or a network after repeated wrong passwords.
Lost phone
Remove the second factor and the employee sets it up again at sign-in.
03Main options
Users is the account list, the account form and module permissions.
Who has access
Tiles: number of users and number of active ones.
- User with email, position and status
- Status filter and search by name, surname, email and position
- Unlock account when the account is blocked
- Unblock sign-in from this network after repeated wrong passwords
Sign-in details
First name, surname and a unique email are required.
- Phone and position
- Password of at least 10 characters, not a common password and not containing your own name or the company name
- Changing another person's password, email or 2FA requires your password and ends their sessions
- Unticking Account active disables the account and emails that person
Modules and levels
A level for each module, or a role template.
- Edit: full access; read only: view only; disabled: no access
- Templates: fitter, works manager, site manager, storekeeper, accounting, owner
- You cannot remove your own configuration edit, and only the owner changes the owner's account
04Tasks step by step
- STEP 1Open Settings › Users and choose Add a user.
- STEP 2Enter the first name, surname, email and password (at least 10 characters). Hand the password over in person.
- STEP 3After saving, apply the Fitter role template or set the level for each module.
- STEP 4Link the account to an employee in Settings › Team.
- STEP 1For a blocked account, choose Unlock account.
- STEP 2When sign-in from the company network is paused after repeated wrong passwords, choose Unblock sign-in from this network.
- STEP 1Open the account and untick Account active. The person gets an email and their open sessions expire.
- STEP 2The history of their work stays in the application.
05Actions
The most common tasks around accounts.
Add a user
A new account with a password and permissions.
Role template
A ready-made set of permissions.
Unblock
An account or a network after wrong passwords.
Remove the second factor
After a lost phone.
06What it connects to
Choose a module to see how it connects to accounts.
Session and security
Session length and the second factor for the whole company.
Go to the topicSession and securityMy account
You change your own password and sign-in email in My account.
Go to the topicMy accountActivity log
Account and permission changes go to the activity log.
Go to the topicActivity log