User Management
Control employee access and roles within the platform.
| Step | Action | Description |
|---|---|---|
| 1. Add New User | Create Account Record | Open User Management and click 'New User'. Enter name, email, phone. |
| 2. Assign Role | Define Access Level | Select appropriate Security Role (Administrator, Dispatcher, Technician). |
| 3. Team/Territory Assignment | Set Operational Scope | Assign user to relevant team, territory, or skill group. |
| 4. Password Management | Reset Credentials | Send password reset link or update access status (activate/deactivate). |