User Management

Admin users can manage all user accounts from Admin → Users. Each user has a role that determines what they can see and do across the platform.

User roles

Role	Access
Admin	Full platform access — users, settings, all organisations, all data
Provider Manager	Workforce, tasks, properties, and reports for their organisation
Field Worker	Mobile task interface only — can view and complete their own assigned tasks
Client	Client portal only — their properties, service history, requests, and invoices

Who can create what

• Admins can create users of any role
• Provider Managers can create Field Worker accounts within their own organisation
• No other roles can create users

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

Email invitation flow

HelpYard uses passwordless authentication. When a user is created:

1. They receive an email with a magic link to app.helpyard.ae
2. They click the link (valid for 10 minutes) to log in for the first time
3. No password is required — subsequent logins also use magic links

If a user misses the email or the link expires, use Resend Login Link on their profile.

Edit a user

Click any user in the list to open their profile. Click Edit to change their details, role, organisation, or permission group. Role changes take effect immediately on the user’s next page load.

Suspend vs deactivate

Action	Effect
Suspend	User cannot log in. Data and assignments are preserved. Reversible.
Deactivate	User is marked inactive and removed from assignment dropdowns. Reversible.

Use Suspend for temporary blocks (e.g. disciplinary, leave of absence). Use Deactivate when someone has permanently left but you want to preserve their task history.

To suspend: open the user → Actions → Suspend. To deactivate: open the user → Actions → Deactivate.

Caution

Suspending a user does not cancel or reassign their open tasks. Review and reassign open tasks manually before suspending a worker.

Reset access

If a user cannot log in, go to their profile and click Resend Login Link. A new magic link email is sent immediately. The previous link (if any) is invalidated.

Next step

Permission Groups