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👤 User Management

Add team members, set permissions, and manage access to RepairMinder.

Viewing Users

  1. Go to SettingsUsers
  2. See all users in your company
  3. Filter by status (active, archived)

Adding a New User

Invite by Email

  1. Click Add User
  2. Enter their email address
  3. Select their permission level
  4. Click Send Invite

The user receives an email to set up their account.

User Details

FieldDescription
NameUser's full name
EmailLogin email (unique)
PhoneContact number
Permission LevelAccess level
LocationPrimary location (optional)

Permission Levels

RepairMinder has different permission levels:

LevelDescription
AdminFull access to all features and settings
ManagerAccess to most features, limited settings
TechnicianDevice and order access, no settings
OfficeOrders and clients, no device assignment
View OnlyRead-only access to data

What Each Level Can Do

Admin:

  • ✅ All features
  • ✅ User management
  • ✅ Company settings
  • ✅ Billing

Manager:

  • ✅ Orders, tickets, devices
  • ✅ Reports
  • ✅ Team management
  • ❌ Billing

Technician:

  • ✅ Assigned devices
  • ✅ Order updates
  • ❌ Settings
  • ❌ Reports

Office:

  • ✅ Orders and clients
  • ✅ Tickets
  • ❌ Device assignment
  • ❌ Settings

Editing Users

  1. Find the user in the list
  2. Click their name
  3. Update details or permissions
  4. Save changes

Archiving Users

When someone leaves:

  1. Open their profile
  2. Click Archive User
  3. Confirm

What happens:

  • User can no longer log in
  • Their history is preserved
  • Can be restored if needed

Restoring Users

To restore an archived user:

  1. Filter by "Archived"
  2. Find the user
  3. Click Restore

Password and Security

Password Reset

Users can reset their own password:

  1. Click "Forgot Password" on login
  2. Email sent with reset link
  3. Set new password

Admin Password Reset

Admins can trigger a password reset:

  1. Open user profile
  2. Click Reset Password
  3. User receives reset email

Two-Factor Authentication

Users can enable 2FA for extra security:

  1. User goes to their account settings
  2. Enables 2FA
  3. Scans QR code with authenticator app
  4. Enters code to confirm

Session Management

View active sessions:

  • Devices logged in
  • Last activity
  • Location

Revoke sessions if needed.

Notifications

Configure what users are notified about:

  • New orders assigned
  • Ticket updates
  • Status changes
  • System alerts

Users can adjust in their personal settings.


Best Practices

✅ Do

  • Use appropriate permission levels
  • Archive users promptly when they leave
  • Encourage 2FA for all users
  • Review permissions regularly

❌ Don't

  • Share login credentials
  • Give everyone admin access
  • Forget to remove access for leavers
  • Ignore security alerts

Next Steps