How to Create, Edit, and Delete Users

Adding and Editing Users

To manage users within your squad or at your locations you will need to navigate to the Admin Panel, Users. From here you will be able to add a new user (+ Add User) or can select the Edit button for that user and then select "Edit User".

Note: You will have visibility to only the users you supervise. So a squad admin will have visibility to all users within their squad(s), while location admins will only have visibility to users associated with their location(s).

Modifying User Details

Admins will have the ability to assign or edit a number of key details including name, title, and phone numbers, and can reset their employee's passwords if needed. Emails cannot be edited after the profile has been initially created, so if there is an email change you will need to select and remake their user account.

(Warning: please reference the "delete user" section below for additional details before doing so. Additionally, NO user roles are able to modify SSO credentials so if there is a change to a user's SSO information please contact support for assistance.)

Adding Users to other Squads, assigning roles, and location visibility

Admins have a number of abilities when creating users and what visibility their employees will have. First off, Squad Admins of multiple squads, such as District or Regional Managers, will have the ability to add users into multiple squads and can assign visibility and roles in each. (Note: Squad Admins only have visibility and privileges in the squad(s) they have Squad Admin access to.)

Squad admins can assign any user roles available to customers including Squad Admins within their associated squad(s). Location admins can modify users at their associated location(s). They can also assign any user to the same role level or below, so they can assign users to be as other Location Admins, Users, or Observers at their location.

For visibility, squad admins can assign locations to any user within the organizations they manage (if a user needs to see locations within more than one organization they will need to be added to the others and roles assigned to them for those organizations). Location admins will only have visibility to those users associated with their location(s) and will not be able to see or edit other users outside of those locations.

Squad Admin: typically your profile, and any other Squad admins for your organization, should have the first option under "Assign Location to User" selected, which will allow you to have visibility of all locations within an organization.

Location Admin: typically you will have one or more locations checked off depending on how many locations you supervise. Area supervisors may have any number available within their organization and general managers or assistant general managers may only have one location selected.

Save your work!

Lastly, after creating or editing a user do not forget to Save those changes after your edits are complete. The save button is all the way at the bottom of their profile.

 

Additional Notes

We created a separate article for notifications and alerts so please reference that article if you are interested in learning about how to assign/modify alerts and the types of alerts you can utilize with Squadle.

Deleting Users

All admins have the ability to delete users from their associated organizations. Again Squad admins can remove any user from their squad(s), and location admins can remove any user associated with their location(s).

To remove a user from your list of employees, simply hit the edit button next to that user, then select Delete User. 

Please note, that deleting a user will remove them from your organization, removing all permissions and data from the system. A user can be remade, even with the same email and SSO credentials, if needed.