Users

Users List

The user list contains all users that have ever been created for your company. Within the user profile, you can update user info, set a user as a technician, update a users specific permissions, and deactivate/activate a user.

To access the user list:

1. Click on the Building Icon or your Company Logo in the top right of the app.
2. Select the 'Users' option in the left navigation bar.
3. Click on a user to enter the user profile.

Here is a link to your User List: https://app.umbrava.com/company/users

User Creation

To create a user, select the '+' button at the top of the User List, and the Create User screen will open. Fill in the required fields here designated by the asterisk * symbol to generate a user.

Applying a role will give the user the permission set and dashboard that are set for that role.

For more information on roles: https://support.umbrava.com/support/solutions/articles/70000651794-roles

The Permissions section will designate what permissions the user will start with. These can be changed later after the user has been created to more specifically meet their needs.

By default, the Send User Invite option will be selected. This will send an email to the email address that is added above to have the user set a password for their account. This grants them access to the app.

The 'Assign as Technician' option is only available if your company has Internal Technicians activated in Umbrava. This option will make this user assignable to trips in Work Orders. You will also get another page of information to fill in the users Technician Details.

Select the trades that the Technician user will service for Work Orders. You can select more than one Trade.

Start location is used to track distance from your technician and the job they are going to service. The list prefills with your company addresses, but you will be able to input any full address.

Availability tracks the technicians standard working hours. 

User Details

You get to the user details by clicking on a user in the user list. This page will allow you to set a role for a user.

Information on roles can be found here: Role page. 

User details can be updated from this page. Users can get a title update, address update, a dashboard change, or see the teams that the user is a part of. 

Deactivation/Activation

Deactivating a user will no longer give them access to the platform. You can deactivate a user by following these steps:

1. Enter the user profile by clicking on the user from the Users list.
2. Open the context menu by clicking on the '...' menu in the top right corner of the profile.
3. Select Deactivate to remove access to the user.

The user can also be deactivated in the context menu located in the 'More' column of the user list. 

Deactivating a user will have the user can no longer be assigned to work orders, cannot be made into a contact, and will not populate the email modals. The user will remain assigned to the team they were assigned to, and can be removed from the team on the team page.

Work orders will remain assigned to the deactivated user, and must be reassigned manually.

To reactivate a user, follow the same steps as above, except the inactive user will have 'Reactivate' as the only option in the 

Reactivating will allow the user to be turned into a contact and be assigned to work orders/clients again.

Permissions

Users/Teams