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Last updated August 2, 2019

How to Manage User Permissions

Users User Groups User Types

Permissions for adding, editing and removing Users are limited to ‘Admin’ users within the Admin App. If you do not have ‘Admin’ permissions, reach out to your Admin to update.

Adding User(s):

  1. Navigate to the Users tab in the Admin App
  2. Click the ‘+ Add User’ button to add a new user
  3. Fill out user information and permission settings.

When setting up a new user, there are two options for user account type: Admin and User.

A Check-In Limit can also be placed for each user, with the option of One or Many.

  • When One is selected, the user can only check into one task at a time. If they attempt to check into a second task, they will be forced to check out of their currently checked in task.

  • If Many is selected, there is no limit to how many tasks a user can check into at any point in time.

Once the user is created, the user will receive an email to set their log-in password.

Editing User(s):

  1. Click the ‘Edit’ button next to the user
  2. Edit the User’s Name and/or permissions and then click ‘Save’

Note: If you need to change an email for a user you must delete and re-add him/her.

Removing User(s):

  1. Click the ‘X’ button next to the user
  2. Confirm with ‘Yes, Delete’

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