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
Clients	View, Create, Edit, Delete
Facilities	View, Create, Edit, Delete
Assets	View, Create, Edit, Delete
Contractors	View, Create, Edit, Delete
Contracts	View, Create, Edit, Delete
Work Orders	View, Create, Edit, Delete
Users	View, Create, Edit, Delete

Access Levels

Full Access

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

Limited Access

Users without full access see only:

• Clients assigned to them
• Facilities assigned to them
• Assets and work orders within those

Example

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