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User Management

Admin users can manage all user accounts from Admin → Users.

User roles

RoleAccess
AdminFull platform access — users, settings, all data
Provider ManagerWorkforce, tasks, properties for their organisation
Field WorkerMobile task interface only
ClientClient portal — their properties and service history

Create a user

  1. Go to Admin → Users
  2. Click Add User
  3. Enter: first name, last name, email, role, and organisation
  4. Optionally assign to a permission group
  5. Click Create — the user receives a login link by email

Edit a user

Click any user in the list to open their profile. Click Edit to change their details, role, or organisation.

Suspend a user

Suspended users cannot log in but their data is preserved. To suspend: open the user, click Actions → Suspend.

Reset access

If a user cannot log in, go to their profile and click Resend Login Link.