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Users and roles

Change a person's details, roles, default labour codes and personal timezone, or remove them.

Overview

The Users page lists everyone who can sign in to Smartworks, with their email and the roles they hold. Open a user to change their details, decide which apps and screens they can use, and set the labour codes and timezone that apply to them.

The Users page, listing each user's name, email and roles with Edit and Delete buttons

The Users list

Each row shows the user’s name, email and the roles they have switched on. Click a name, or Edit, to open Edit User. Click Delete to remove the user. Smartworks asks Delete User? first, and you click OK to confirm.

Edit User

The Edit User page, with the user's details on the left and the User Roles checkboxes on the right
Field What it does
First Name, Last Name The name shown across Smartworks.
Email The address the user signs in with.
Phone No The user’s phone number.
Timezone override A timezone for this user only, in place of the company’s. Use default follows the company.
Date format override A date format for this user only, in place of the company’s. Use default follows the company.
Default Labour Code One or more labour codes used for this user’s time. Pick from the list; each choice shows as a chip.
User Is active Untick to stop the user signing in without deleting them.

User Roles

The User Roles list on the right has a checkbox for each role:

Role What it is for
Admin All powerful administrator. Admins also see Company, Statuses and Connectors in Settings.
Mobile A basic mobile app user.
SchedulerUser A desktop Scheduler user.
UserAdmin A user administrator.
Step by step: edit a user
  1. Click Settings in the header, then Users.
  2. Click Edit beside the user.
  3. Change the fields you need.
  4. Click Save Changes.

Smartworks shows User updated and returns to the list. Cancel returns without saving.

Good to know

Roles save straight away

On Edit User, ticking or unticking a role saves that role immediately. It does not wait for Save Changes, and Cancel does not undo it.

Changing your own timezone

If you change your own Timezone override, the new timezone applies as soon as you save. You do not need to sign out.

See also