MoveBoardThe Users page is where you look after your team: everyone who works for the branch, office and crew, with their role, department, positions and when they last signed in.
Before you start
Open it from Users in the menu under your name (top right; the ⋮ menu on a phone) — it's there for administrators and anyone with Manage employees within the company, even without the Settings tab — or from Settings › Users & permissions › Users. To see everyone and change anything you need the Manage employees within the company permission (administrators always have it). Anyone else who opens it — from My profile in the menu under their name — sees only their own record, under the title My profile.
What's on the page
At the top, four counts:
| Count | What it means |
|---|---|
| Active | Working here today. |
| Can sign in | Active, with a login. |
| Old password format | People whose password is kept in an older format; it changes by itself at their next sign-in. |
| Inactive | Switched off, kept for the history. |
Next to the title are shortcuts to the pages next door: Departments and group settings, Lead assignment, Notifications and Connections.
Find someone
- Pick Active users, Everyone or Inactive above the list. Each shows how many people it holds.
- Pick a department in the Departments list on the left to see only that department. Pick it again to see everyone.
- Type in the search box — A name, a department or a position. It also matches email addresses and the role.
The list shows 20 people a page, sorted by name. Use the arrows under it to move between pages.
The columns
- Name — with a you tag on your own row, an inactive tag for someone switched off, and crew member under anyone who works on the trucks (Foreman, Driver or Helper).
- Email, Department and Positions.
- Role — Admin (gold), Standard, or No login / Crew, no login for someone who can't sign in.
- Last sign-in — on your branch's clock, or never.
The gear over the first column lets you hide columns you don't need.
On a phone the list becomes cards, one per person, with the same details.
Open a person
Click a row (or press Enter on it). Their window grows out of the row with their details, access, pay and more — see A user's window.
Departments on the left
The Departments list shows each department with how many people are in it. With the permission to manage employees you can also:
- Add Department — type a Department name (at least 3 characters) and save.
- Rename one with the pencil.
- Delete one with the bin. The first department can't be deleted, and a department with people in it can't either: Cannot delete non-empty department. Please re-assign employees first!
- Group Settings — opens Departments, where each department's starting permissions are set.
Add someone
Press New user — see Add a user.