In this section, we will show you how to manage your users in 3 ways: add, edit, and mark inactive. Your admin users will have the ability to assign services and schedule routes for your technicians. Your technicians will only be able to see their assigned routes and scheduled services for the day from the technician screen. For more information, see: Technician Workflow
Reminder: Don’t forget to add an “Applicator #” that will be included in your compliance reporting.
How to Add a New User:
- Click “Manage Users” from the main navigation menu on the left side of your screen.
- Click the “Add User” button at the top of the screen
- Now, you can add the user’s contact information
- Note: An email address is required to add a new user, even technicians. The email address allows the technician to log in and receive internal notifications. For example, if you or someone in your office assigns a note to a specific technician, SPRAYE will send that note to them via email. The email does not have to be active or monitored, but it must exist in the system to enable login access. For technicians without a real email address, some companies create a placeholder email just to set them up and enable login.
- Note: An email address is required to add a new user, even technicians. The email address allows the technician to log in and receive internal notifications. For example, if you or someone in your office assigns a note to a specific technician, SPRAYE will send that note to them via email. The email does not have to be active or monitored, but it must exist in the system to enable login access. For technicians without a real email address, some companies create a placeholder email just to set them up and enable login.
- The Applicator Number will be used in compliance reporting
You will assign 1 of 4 "Roles" for the user:
- Account Owner - Account Owners can edit and change everything within the system
- Account Admin - Account Admins can assign services to Technicians
- Technician - Technicians can only access their personal routes each day
- Custom - Custom roles are created as part of our Advanced User Management. If you do not have access to this page, contact us at support@spraye.io to discuss your options for adding this feature to your subscription. To learn more about this feature, see: Permissions
How to Edit an Existing User:
You can edit an existing user by either clicking on their name or on the pencil icon on the right side.
You can change a user's status to inactive by toggling the user status switch to the left
Once a user's status is inactive then they will no longer show in the list of any dropdowns, throughout the system, that are used to assign a technician.
Reminder Don't forget to click Submit after editing any information in Spraye!