Managing users


This article shows how to add and manage users under your company in UK Field Service.

IN THIS ARTICLE

Add users

Currently active users of the system are listed in the user table in Settings > Users. To add a new user (admin or technician), click on the ‘Add User’ button in the top right corner of the page and fill all required fields on the form. User will then receive an email with further instructions. New users are active by default.

Create a new user
Create a new user

Note that the number of active users is limited by the subscription plan that you have chosen. If the current number of active users exceeds the limit, you will not be able to add any new user or log any new job. If the limit is reached, you will be notified about that right after login and there will also be a red alert visible above the Users table. To resume full access to all features simply deactivate some unnecessary users or upgrade your subscription plan to fulfil your needs.

Notification about subscription issues
Notification about subscription issues

Deactivate / Activate users

To deactivate the desired user, click on the ‘Delete’ button on that row. The user will be moved to the list of inactive users which is placed below the list of active users. Inactive users can’t be assigned to jobs anymore. To re-activate the user, click on the ‘Restore’ button on that row. The user will become visible on the list of active users again.

Active and inactive users
Active and inactive users

User details

To see user details, click on the user name in the table. You can edit all user details, including name, email, user role, and address.

User details
User details
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