Team and accounts

Search by name or email and filter by Role, Status (Active, Suspended, Invited or Pending approval) and City. In the mobile app, open More and choose Technicians, Corporate accounts or Team.

• Team (Super Admin only): every account, under Administration.
• Technicians: under Workforce, with a City column and filter, including City not set.
• Corporate accounts: under Corporate clients.

The account is Invited until the person sets a password from the emailed link. Staff accounts can only be created this way, by the Super Admin.

1. 1Select Invite member on Team, Add technician on Technicians, or Add corporate account on Corporate accounts. In the app, the add button opens the same form.
2. 2Enter the Full name, Email and Phone.
3. 3On Team, pick the Role. For technician and corporate accounts, choose the Employment type; a technician also needs a City, and a corporate account its Company.
4. 4Pick the Preferred language and select Send invite.

On the account page, change the Role or the Account status (Active or Suspended) and confirm. Both sign the person out everywhere.

Moving someone to Corporate without a company opens the company page first. Operations Managers can only move accounts between Technician and Corporate.

• You can't change your own role or status.
• The last active Super Admin can't be demoted or suspended.
• Custom roles can't be given to users. Everyone holds one of the seven built-in roles.

Select Edit to change the name, phone, language, employment type or city. The email can't be changed.

On a corporate account, select Link company or Change company. A change is refused while the account holds an open job for that company.