Users

This section allows admins and schedulers to manage the people who access the system, including contractors, schedulers, and other admins.

Creating a User

When adding a new user, you’ll need to fill in the following details:

Name: The full name of the user.
Email: Used to log in. Must be unique.
Password: Only required when creating a new user. The system will automatically secure it.
Phone: Optional contact number.
Role: Choose between Admin, Scheduler, or Contractor. Only Admins can assign admin or scheduler roles.
Businesses: If the user is not an Admin, you can assign them to one or more businesses they work with.
Documents: You can upload documents specific to each user. Use the Add File button to upload contracts, certifications, or other required files.

Uploaded files are stored securely and can be downloaded later from the user profile.

The main table lists all users you have access to manage. Columns include:

Column	Description
Name	The user’s full name
Email	The user’s email address
Role	Their assigned role (e.g., Contractor, Admin)

You can use the Role filter at the top of the table to quickly find users by role.

Click the Edit button next to a user to update their info, change role, add businesses, or upload documents.

You can select multiple users and perform batch deletions if needed. Only Admins can delete users.

This system helps keep your team organized and ensures that every contractor or staff member has the proper access and documentation.