User Management

View, edit, activate, and deactivate user accounts.

Features

• View all users with roles and status
• Edit profiles and contact info
• Activate/deactivate without deleting
• View last login
• Assign additional permissions

Passive users (no email)

Add team members who do not have a work email — workshop crews, paper-based workflow, drivers without a system login. Choose the Passive tab on People → Invite to create them from name and role only. You can still assign work orders, log their time, attach a driver profile, and later edit their role, permissions, or phone from People → Users without being asked for an email. To give them login access later, just type their email on the edit page and save.

Direct create (set a password yourself)

Need to give someone access right away without waiting for an invitation email? Choose the Direct create tab on People → Invite. You set an initial password and provide either an email or a username. The person can sign in immediately — with their email if you entered one, or with username@your-company-slug plus the password you set (they are asked to change it on first sign-in). Unlike passive members, direct-created users are full login accounts: a user created this way with a username has access even though no email is shown on their row.

Reset or set a user's password

On the People → Users list, open a user's row menu (the three-dot icon) to manage their password. "Reset Password" emails them a secure link to choose a new one. "Set Password" lets you type a new temporary password yourself and hand it over directly — the user is asked to change it on first sign-in, and this is the only option for passive or username-only users who have no email. Both require the user-management permission, and you can do the same from a user's profile page.

What the "No login" badge means

On the People → Users list, the "No login" badge marks a person who has neither an email nor a username — a passive / workshop member who cannot sign in. A user created with Direct create who has a username (but no email) can log in, so they are not shown with this badge. If you expected someone to have access but they show "No login", open their profile and add an email, or recreate them with Direct create and give them a username plus a password.

Employee ID

Each user can carry an optional Employee ID — your internal HR or payroll number. It appears on the user's profile and is searchable from the People → Users list, so you can find someone by their company ID, not just their name or email.

Customize the table columns

Use the Columns button above the users list to choose which columns appear — Role, Status, Contact, Last Login, Created, Employee ID, and Shift. Your choice is saved to your account and follows you across devices. By default the table shows Employee ID and Shift and hides the creation date; turn any column back on whenever you need it. The Shift column is available on the Business plan and above (where work shifts are configured), and Employee ID on every plan.

Custom user fields (Business plan)

Need to record Unit, Section, Division, or any other organizational detail on a person? On the Business plan you can define your own user fields in Company Settings → Custom Fields (choose the User entity). They then appear on every user profile for you to fill in — your structure, your labels, no two companies forced into the same org chart.

Assigned assets

The user profile lists the assets they are responsible for (where they are set as an assignee, alone or alongside others). Each entry links straight to the asset, giving you a quick accountability view of who owns what.

Group and filter by team

Filter the users list to a single team, or group it by team or by role to see your organization's structure at a glance. When grouping by team, the header shows the team's place in the hierarchy (parent > team). Turn on the optional Team column from the Columns button to see each member's teams inline.

Individual performance

Each user profile shows a performance card with work orders assigned and completed, completion rate, and assigned/completed tasks for the period you choose (this month, quarter, or year).

Bulk actions & rows per page

When you manage many users, use the rows-per-page selector at the bottom of the table (10, 20, 50 or 100) to show more at once. Select users with the checkboxes to act on several at once: change their role, or activate/deactivate them in one step. To protect your account, you can't change your own account in bulk, and the system always keeps at least one administrator.