Adding Users
Create and manage user accounts for your team using our streamlined two-step process.
How to Add a User
Quick Access: Navigate to Admin → Users and click the green "+ Add User" button in the top right corner.
Step 1: Search by Phone Number
- Enter the user's phone number (format: XXX XXX XXXX)
- Click "Search"
- The system will check if the user already exists in the database
If User Exists:
- User's existing information will be displayed (First Name, Last Name, Phone, Email)
- Click "Next" to proceed to role assignment
If User Doesn't Exist:
- A form will appear to enter new user details
- Enter First Name (required)
- Enter Last Name (required)
- Enter Email (optional)
- Click "Next" to proceed
Step 2: Assign Role, Project, and Contractor
- Review the user information summary displayed at the top
- Select a Role from the dropdown (Company Admin, Worker, Employee, etc.)
- If you selected Company Admin, the project and contractor fields will be hidden (not required)
- If you selected any other role:
- Select a Project from the dropdown (only active projects are shown)
- Select a Contractor from the dropdown (the company the worker belongs to)
- Click "Save User" to complete the process
Important: Company Admin role does not require a project or contractor assignment. Company Admins automatically have access to all projects within the company.
User Information Fields
- Phone Number: Required - Contact number with automatic formatting (+1 XXX-XXX-XXXX)
- First Name: Required - User's first name
- Last Name: Required - User's last name
- Email: Optional - Used for login and notifications (recommended if available)
- Role: Required - Determines the user's permissions (Super Admin role is reserved and not available for selection)
- Project: Required for Worker/Employee roles - Not shown/required for Company Admin role
- Contractor: Required for Worker/Employee roles - The company/contractor the user belongs to. Not shown/required for Company Admin role
What Happens After Adding a User
- New users are created with a randomly generated password
- A user profile is created linking the user to the company (and project if applicable)
- The selected role is assigned to the user's profile
- Users can set their password on first login
- For Company Admin: Profile is created at company level with access to all projects
- For other roles: Profile is created at project level with access to that specific project
- If a user already has a profile for the same company/project, their role will be updated
- Require Worker Photo: If this company setting is enabled, you will be redirected to the user's face photos page after saving so you can upload or capture the worker's photo immediately
Important: Phone numbers are automatically normalized with +1 country code. The system will find users regardless of how the phone number is formatted (with or without +1, spaces, dashes, etc.).
Note: You can add the same user to multiple projects by repeating this process and selecting different projects. Each project assignment can have a different role. A user can also be a Company Admin in one company and have a project-specific role in another company.
Role Hierarchy & Access Levels
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1.
Super Admin: System-wide access to all companies and all projects. Cannot be assigned through this form (reserved role).
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2.
Company Admin: Company-wide access to all projects within their assigned company/companies. No specific project assignment needed.
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3.
Project-Level Roles (Worker, Employee, etc.): Access limited to specific projects they are assigned to. Must select a project during assignment.
Available Roles
- Company Admin: Full access to company settings and all projects. Does not require project assignment. Automatically has access to all current and future projects in the company.
- Worker: Field worker role with limited permissions. Requires specific project assignment.
- Employee: General employee role with standard permissions. Requires specific project assignment.
- Custom Roles: Any custom roles created for your company. Requires specific project assignment.
Navigation Buttons
- Cancel: Returns to the Users list without saving
- Back: Returns to Step 1 (Phone Search) from Step 2
- Next: Proceeds from Step 1 to Step 2
- Save User: Completes the process and creates/updates the user