Adding users & teams
Configuring user accounts and organizing teams in Zuper is crucial for optimizing your field service management and streamlining operational workflows.
Adding your first user
In Zuper, you can add users and assign them specific roles based on their job functions, such as team lead, field technician, dispatcher, etc.
Admins can manage these roles and can access & change the account settings. This ensures that your team members have the appropriate access & permissions to perform their work efficiently.
Navigate to Settings -> General Settings -> Users & Teams -> + New User to get started!
Setting up teams
Teams let you group and manage users for streamlined job assignments. Zuper provides flexibility in team setup, and using teams, you can group technicians by service territory, skills, or the trade they specialize in.
Tip: If you are not sure how to split up your teams, start simply with one or two. It’s easy to add more teams in the future, move users from existing teams, and reassign jobs from one team to another.
Navigate to Settings -> General Settings -> Users & Teams -> Manage Team-> + New Team to get started!