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👤 User Management

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

Viewing Users​

  1. Go to Settings → Users
  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​