Summary: This article explains how to Add and Edit Users from the Settings > Users page on the Mobile App
The Users page allows you to create and edit Users.
Add New User
- Select the Add Icon to add a new User.
- Enter a Username.
- Note: Enter the user’s first and last name here.
- Enter a Login.
- Note: This is what the user will use to login
- Enter the user’s Email Address.
- Enter the user’s Password.
- Note: This is where you can create temporary passwords for your users.
- Select the Checkmark Icon to save.
- Enter a Username.
Edit User
- Select a User.
- Select the Pencil and Pad Icon to edit the User Info.
- Edit the User Name.
- Edit the Login.
- Edit the Email.
- Edit the Password.
- Select the Checkmark Icon to save.
- Select an existing Responsibility to edit.
- Select a Start Date.
- Select an End Date.
- Select the Checkmark Icon to save.
- Select Assign New Responsibility to assign a new responsibility to the user.
- The Start Date will default to today’s date.
- Select an End Date if necessary.
- Note: The end date is typically left blank to ensure that a user’s settings don’t expire due to an oversight.
- Select Assign New Responsibility to select a responsibility.
- Select the Checkmark Icon to save.
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