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Users

Updated

Users are the people who run your daily operations: dispatchers, admins, and your field team.

Important: Add at least one user with Execute Work turned on. Without one, your company can't receive work.

To add a user:

  1. In the Admin Portal, click the Users tab.
  2. Click New.
  3. Enter the user's Name and Email. The welcome email goes to this address.
  4. Enter a Phone number and Default team (optional).
  5. Choose a Role, then turn on the permissions the user needs.
  6. Add Attributes if needed.
  7. Click Save.

The user gets a Welcome to IronSight email to set their password.


Roles at a glance

Permissions

Each role comes with a set of permissions. Once you pick a role, its permissions appear underneath. Turn on the ones the user needs.

Good to know:

  • A permission in lighter blue is turned on automatically and can't be turned off. For example, Admins can always see line item rates, and every role can submit forms.
  • Some permissions depend on others:
    • Coordinators always have Dispatch jobs, Review forms, or both. Turning one off turns the other on. When Dispatch jobs is on, Request jobs is on too.
    • Field workers need Request jobs to use Assign job to company. Turning off Request jobs also turns off Assign job to company.

✅ Included = on automatically · Optional = you choose · — = not available for that role

 

Notification preferences

When adding or editing a user, you can choose which notifications they get and how: by push notification in the app, by email, or both. Scroll down to Notification Preferences, turn each option on or off, and click Save.

Job notifications

Notification Sent when Push Email
Job Additional Details Updated A job's additional details change ✅ ✅
Job Cancelled A job is cancelled ✅ ✅
Job Comment Added Someone comments on a job ✅ ✅
Job Completed A job is completed ✅ ✅
Job Follower Added The user is added as a follower ✅ ✅
Job Requested A new job is requested ✅ ✅
Job Activated A job is started ✅ —
Job Cost Center Updated A job's cost center changes ✅ —
Job Customer Updated A job's customer changes ✅ —
Job Destination Updated A job's destination changes ✅ —
Job Division Updated A job's division changes ✅ —
Job Inventory Requirements Updated A job's inventory changes ✅ —
Job Priority Updated A job's priority changes ✅ —
Job Scheduled A job is scheduled ✅ —
Job Scheduled Time Changed A job's scheduled time changes ✅ —
Job Seen A service provider views a job ✅ —
Job Unassigned A job is unassigned from a resource ✅ —

Form notifications

Notification Sent when Push Email
Follow-up Action Complete A form action is completed ✅ ✅
Form Submission Assignment Changed A form is assigned to the user ✅ ✅
Form Submission Comment Someone comments on a form ✅ ✅
Form Submission Like Someone likes the user's form ✅ ✅

✅ = available · — = push only

Company-level notifications

Some notifications go to your company's email address instead of individual users, so they can't be changed here. These include jobs assigned to your company, job availability requests, and jobs unassigned from your company. They're sent to the Primary contact email in your Company Details.

To update a user:

  1. In the Users tab, click the user's name.
  2. Make your changes.
  3. Click Save.

To archive a user:

When someone leaves your company, archive them to remove their access.

  1. In the Users tab, click the user's name.
  2. Click Archive, then OK.

To unarchive a user:

  1. In the Users tab, click Archived.
  2. Click the user's name and unarchive them.

They can be assigned jobs again right away.

Moving a driver from another company? If you can't add someone because their email is already used by another company, contact IronSight Support and we'll release it for you.

Have questions? Contact us at support@ironsight.app and we'll help you out.

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