Available now on installHUB
Invite your team so the office can run jobs in the admin portal and field operatives can work them on the mobile app. Give each person a role and they see and do what that role allows. Open Users from the gear icon at the top right (Account & Settings), or go to app.installhub.com/admin/users.
Who can manage users
Only the Account manager role can add, edit, activate and deactivate users, unless a custom role gives someone the permission to manage users.
Which role do I pick?
| Role | Can see and do |
|---|---|
| Field operative | Works the jobs and visits assigned to them on the mobile app. No admin portal access on its own. |
| Admin | The office role: customers, jobs, quotes, the scheduler, reports and networks. An admin can only add operatives. |
| Account manager | Everything an admin can do, plus users, company details, settings, subscription and billing. |
An account manager can give one person more than one role, for example Admin and Operative for someone who works in the office and on site. Click Roles Explained next to the role field for a quick summary. For the full breakdown and custom roles, see Understand user roles and custom roles.
Add a user
- Open Users and click Add.
- Enter their first name, last name and email. A mobile number is optional.
- Under Select role, pick the role or roles. If you pick Admin and your company has custom roles, choose them under Select custom roles.
- If you entered a mobile number, you can tick Send SMS invitation to download mobile app.
- Click Submit. They get a welcome email so they can sign in.
Edit a user
Click a user’s row, or Manage, to open their profile. As well as their details and roles, the tabs hold their Working Hours, Availability, Home Location, Operating Locations, Certifications, Competencies and Scheduling settings, which the scheduler uses when you book visits.
Activate or deactivate a user
Use the Active user toggle on their row. Deactivating keeps the person and their history but stops them signing in.
- If they have upcoming appointments, installHUB lists them and asks Are you sure you want to deactivate them. Click Deactivate user and you’re sent the list so you can reassign those visits.
- You can’t deactivate yourself.
Licences
On per-user plans every active user, field operatives included, needs a licence. When all your licences are in use, Add and the toggle for inactive users are switched off. Click Subscription Plan at the top of the Users page to add licences, or deactivate someone first. See Manage your subscription plan.
