Users & Permissions

The Users section allows you to manage users and permission groups for your organization.

Users

User List

The list shows:

• First and last name
• Email
• Phone
• Permission groups
• Status (active/inactive)
• Full access (yes/no)

Inviting a New User

1. Click Invite User
2. Fill in:

Field	Description
First Name	User's first name
Last Name	User's last name
Email	Invitation will be sent to this email
Phone	Contact phone number
Groups	Assign to one or more groups
Full Access	When enabled, user sees everything

3. The user receives an invitation email with an acceptance link

User Actions

• Edit - Change details, groups or access level
• Deactivate - User can no longer sign in
• Activate - Restore access
• Regenerate Invite - Resend invitation email if the original expired
• Delete - Remove user

Permission Groups

Groups define what each user can do on the platform.

Creating a Group

1. Go to the Groups tab
2. Click Create Group
3. Define:
   • Group name (e.g. "Store Manager", "Technician", "Administrator")
   • Permissions - Select permissions from the list

Permission Categories

Category	Permissions
Facilities	View, Create, Edit, Delete, Archive
Assets	View, Create, Edit, Delete, Archive
Contractors	View, Create, Edit, Delete, Archive
Contracts	View, Create, Edit, Delete, Archive
Work Orders	View, Create, Edit, Delete, Archive, Send, View Own
Service Reports	View, Create, Edit, Delete, Archive, Send, View Own
Users	View, Create, Edit, Delete
Reports	View Reports
Audit Logs	View Audit Logs

TIP

See the Permissions Reference for a complete list of all permission codenames.

Access Levels

Full Access

Users with full access see all organization data, regardless of facility assignments. This flag bypasses all permission checks.

Limited Access

Users without full access see only:

• Facilities assigned to them (via Facility Assignments)
• Assets and work orders within those facilities

Assignments are managed from the user edit form, where you can assign specific facilities to each user.

Example

A "Store Manager" can have permission to create work orders, but only for facilities assigned to them.

Email Verification

New users invited via the platform receive an invitation email. After accepting and setting their password, they may also need to verify their email address. The verification status is tracked in the system.