Manage users in Settings
The Settings → User page is the central place to view every person on your account, filter by type, and make changes to roles and access.Before you start
- You need Admin access to view and manage the Users page.
- Changes to a user’s role take effect immediately on their next page load or action.
Overview of the User page
The Users page header reads User and the subtitle confirms: “Manage user accounts, roles, and permissions.” The table shows the following columns for each account member:| Column | Description |
|---|---|
| USER | Name and job title |
| Account email address | |
| PHONE | Contact phone |
| ROLE | Assigned role (for example, Admin) |
| TYPE | USER, TECHNICIAN, or ADMIN |
| GROUPS | Resource groups the user belongs to |
| TEAMS | Teams the user is assigned to |
| RESOURCES | Linked vehicle or resource |
| DEVICES | Paired mobile devices |
| STATUS | Active or Inactive |
| ACTIONS | Per-row edit and management actions |
Search and filter users
- Type a name or email in the Search by Name or Email… field to narrow the list instantly.
- Use the Filter by type dropdown to show only Users, Technicians, or Admins. Select All Types to reset.
- Click Refresh to reload the list with the latest data.
- Click Export to download the current user list as a file for record-keeping.
Edit a user’s role or details
- Find the user in the table.
- Click the action in the ACTIONS column for that row.
- Update the role, type, group, or team assignment as needed and save.