How to Add/Manage Users

How to add/manage Users in your Organization

To add new users, first use your IronSight credentials to log in and then access the admin portal. Follow the steps below:

1. Click on "Account" and select "Admin Portal".
   
2. Select your hub.
3. Click the "Users" tab and click on New (or click on an existing user to make changes or archive)
   
   
4. Enter a Name
5. Enter an Email address.
6. Enter Phone number (Optional)
7. Enter Default team (Optional)
8. Assign a Role to the user.  The role defines what the user can do inside IronSight.
   

    

   The 3 key roles are:
   
   Admin – can do everything including manage users/resources in the Admin Portal.

   • Can see rates on Jobs
   • Can Complete work as a 'field worker', if the ‘Execute Work’ Toggle is on for them.

   Coordinator – Key limitation: cannot manage users/resources or anything accessed in the admin portal.

   • Can assign jobs to your own team
   • Can review form submissions
   • Can see and add rates on jobs
   • Can also complete work if the ‘Execute Work’ Toggle is on.

   Field Worker – Limitations: can only see jobs assigned to a resource OR jobs assigned to a resource AND their user account (if dispatching using both fields). Cannot see jobs assigned to other field workers, cannot see rates on line items, can only see their own form responses, cannot be added as a follower to jobs.  Cannot access Map view on desktop.

   • Can complete work if execute work toggle is on
   • Can request their own jobs if 'request' toggle is on
     • The requester toggle also allows them to be added as a follower,  so they can see other jobs that aren't assigned to them.
9. Add Attributes (Optional)
10. Click on Save.
    
    
11. The user will receive a ‘Welcome to IronSight’ email that will ask them to set up their password.

Next - see how to Add Resources, to be able to assign jobs to the right unit, truck or resource for this user.