Managing your users

This step-by-step guide helps you effortlessly create a new user in Zuper. Whether you’re adding team members or assigning roles, this process ensures smooth onboarding. Follow the instructions below to set up a user account quickly and efficiently. Steps to create a user directly from the “Users” Tab

• Select the “Settings” icon from the left navigation menu. Under “User Management,” click the ”+ Create New User” button at the top right corner of the page.

Fill in the details in the user form as follows.

• Upload Image: Upload the user image in a size of 2 MB.

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Basic information

• User ID (Mandatory): A unique code that can include both letters and numbers to identify the User.
• First Name (Mandatory): The user’s First Name.
• Last Name (Mandatory): The user’s Last Name.
• Designation (Mandatory): The user’s designation as per the policy.

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Roles and permissions

• Choose Role (Mandatory): The user’s role as per the policy (Admin, Team Leader, Field Executive).
  Note: Custom roles can also be created per your requirements.

  Module	Admin	TL (Team Lead)	FE (Field Executive)
  Projects	Access all records.	View records created by them or their team members. Use Custom Roles to set the permissions.	View only records created by them. Use Custom Roles to set the permissions.
  Jobs	Access all records.	View records created by them or their team members. Learn how to set standard permissions for Jobs here.	View only records created by them. Learn how to set standard permissions for Jobs here.
  Requests	Access all records.	View records created by them or their team members. Use Custom Roles to set the permissions.	View only records created by them. Use Custom Roles to set the permissions.
  Property	Access all records.	View records created by them or their team members. Learn how to set standard permissions for Properties here.	View only records created by them. Learn how to set standard permissions for Properties here.
  Quotes / Invoices	Access all records.	View records created by them or their team members. Additionally, if you have access to a job, you can view associated quotes/invoices. Learn how to set standard permissions for Quotes here. Learn how to set standard permissions for Invoices here.	View only records created by them. Additionally, if_you have access to the job, you can view associated quotes/invoices. Learn how to set standard permissions for Quotes here. Learn how to set standard permissions for Invoices here.
  Contracts	Access all records.	View contracts created by them or team members, or awaiting approval by them or team members. Learn how to set standard permissions from here.	View only contracts created by them. Learn how to set standard permissions from here.
  Assets	Access all records.	View records created by them or their team members. Learn how to set standard permissions from here.	View only records created by them. Learn how to set standard permissions from here.
  Customers	Access all records.	View customers created by them or team members, or where they/team members are set as account managers. Learn how to set standard permissions from here.	View customers created by them, or where they are set as account managers. Learn how to set standard permissions from here.
  Organizations	Access all records	View customers created by them or their team members. Learn how to set standard permissions from here.	View only customers created by them. Learn how to set standard permissions from here.

• Choose Access Role (Custom Role) (Optional): The User’s access role signifies the level of access in the “Zuper” console.
  Note: Custom Roles can also be created as per your requirements.
  To know more about Custom Roles, click here

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Product location

• Preferred Product Location: This enhancement enables a user to be assigned a default product location, ensuring that it automatically populates as the default location from which parts are consumed. A primary method is to define fixed, high-priority picking locations for fast-moving parts or products to the site.

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Contact information

• Home Number: The user’s home number.
• Mobile Number: The user’s mobile number.
• Work Number: The user’s official contact number.

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Base Location

Define user’s Base Location. It represents their primary start or end point for the workday, such as a home address, office, or depot.

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Login information

• Email (Mandatory): The user’s email address.
• Password (Mandatory): The password that would be used to access the Zuper account.
• External Login ID: The external login ID for the user to log in.
• Allow user to set the password: Choose “Yes” to allow the user to set the password as “No”

Admins now have more flexibility when creating users: Option 1: Allow User to Set Password = Yes Password fields will be hidden on the user creation/edit page. The invite email will include a temporary set password link valid for 24 hours. Users will be directed to a password setup page upon clicking the link. If the link expires, users can follow the “Forgot Password” flow, as explained in the email. Option 2: Allow User to Set Password = No The current process continues, and the admin sets the password during user creation. Users will need to obtain their login password directly from the admin.

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User skills

• Click ”+ Add Skill” to add new skills.

• Select Skill: Choose the skillset from the drop-down list.
• Skillset Level: Enter the user’s skill set.
• Valid From: The start date of the skill validity.
• Valid To: The end date of the skill validity.

Click the “Assign Skill” to assign the skills to the user.

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Work hours

• Work Hours: The user’s work days of the week.
• From Time: The start of the working day.
• To Time: The end of the working day.
• Work Mins: The total work minutes of the week.
• Tracking Location? Choose “Yes” to track the user’s location and “No” to deny tracking the location.

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Work information

• Hourly Labour Changes: Enter the user’s working wage rate per hour.
• Worker Comp Code: Enter the appropriate code for each field technician based on their role.
• Burden Rate: Enter the additional costs involved.

Click “Save User” to save the new user. A dialog box will appear to add the user to a team. Choose the team and add the user.

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Assigned locations

After saving the user, a right panel will display “Assigned Locations.” The assigned location created under Manage Locations will be displayed here. Zuper’s Users and Teams module settings streamline team management, making it easy to configure roles, permissions, and tracking.