Users

Users List

The user list can be accessed by going to the Company Profile, and selecting 'Users' in the left side nav bar, or by clicking on your user bubble and clicking your name.

There is a 'Hide Assigned Users' toggle at the top of the list. The toggle will show any user who is not assigned to a team. More information on teams can be found here.

User Creation

To create a user, select the '+' button at the top of the screen, and the Create User screen will open. Here you can enter the new users name and email address.

This will send an email to the input email address to have them set their own password and to log in.

The reset password option will send the new user an email to set up their user profile and set a password to sign in.

The interactive option gives the user control of the profile.

Both of these options should remain selected when adding new users to Umbrava.

User Details

You can 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, which we will go over in the 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. We will go over teams on the Teams page.

Setting Permissions

Permissions will need to be set up for the user you are created. If you have created roles, and set permissions there, once a user is assigned to a role, they will be given the permissions automatically. If you have not set up roles, you will need to manually give the user their new permissions.

All permissions and the actions controlled by them are explained here.

You can access the permissions by clicking the Permissions tab at the top of the users profile.

Deactivation/Activation

There are two places to deactivate a user, there is the details page of the user, where a deactivate button is present on the bottom.

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 reactive the user, you go to the same two places that you are able to deactivate, the details page and the User list.

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

Permissions

User