User - Docs

Settings › User lists the people who can sign in to your organization: office staff on the web app and field workers on the field app. From here you invite people, change their role, hubs and teams, and turn their access on or off.

Required permission:

View user

The user list

The list shows the users of the hub selected in the top bar.

User list

Filter: show only users with a given role or in a given team.
Search name or email: find a user by part of their name or email.
Invite: add people to the organization. See Inviting Users.
Status: turn a user’s access on or off. See Managing Users.
More actions: edit, reset password, reset cloud authenticator, unlock or delete the user. See Managing Users.

Column	Shows
User	The user’s name, email and phone number. You marks your own account. Click the WhatsApp icon beside a phone number to message the user on WhatsApp.
Hub	The hubs the user can work in. More than one shows as +N more.
Team	The teams the user belongs to, or No team. An owner shows All teams, because an owner reaches every team.
Role	The user’s role, such as Owner, Admin, Planner or Field User. See Permission.
Status	Active, Inactive, Invited (the invitation hasn’t been accepted yet) or Declined. A locked account shows Locked.

Filter and search

Click Filter and choose a Role, a Team, or both. Click Reset all to clear them.

Filter users

Type in Search name or email to find a user. If matching users work in other hubs, the list says Found in other hubs and offers to switch to that hub. Switching hubs changes what every page shows.

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