To edit a user, you will first need to be on the User "List" tab, on MobiWork; for more information on how to access this page, please see the User List page.
Once you are on this page, there are three different ways you can edit a user:
Clicking on the User's login ID to open the View User pop-up window:
In the upper right-corner of the View User pop-up window, you will see a Pencil icon and the Individual Actions button. Either option will allow you to edit the user:
Please note that there are many ways that you can access the View User pop-up window. Please see the View User page for the different ways that you can open the View User pop-up window.
Right-clicking on a user to open the right-click options. (The options that are displayed when you right-click on a contact are also available when you select the Individual Actions button).
Clicking on the Individual Actions button (the three vertical dots) from the "Actions" column. (The options that are displayed from the Individual Actions button are the same as when you right-click on a contact).
There are three different ways you can edit an individual user. The aforementioned, How to Access the Page section will highlight how to navigate to the methods listed below:
You can open the View User pop-up window and either click on the Pencil icon or the "Edit" option from the Individual Actions drop-down.
Right-clicking on a user and selecting the "Edit" option from the drop-down menu.
Clicking on the Individual Actions of a specific user and selecting the "Edit" option from the drop-down menu.
Regardless of the method you choose, the Edit User pop-up window will appear.
Edit User Pop-up Window
Once the Edit User pop-up window appears update the fields that you would like to change for the selected user. When you are finished updating the selected fields, click on the Save button:
From this pop-up window, you will also be able to reset the user's password, in addition to editing their profile information.
From the Edit User pop-up window, you can also update the following:
The first and last name of the user.
The email address of the user and the user's phone number.
The user's job title and the supervisor in charge of the user.
The marker icon that will visually represent the user for work orders, scheduling, and dispatching.
The user's pay and billable rates.
The user's profile bio.
The Authentication Method that the user will use to acccess their MobiWork account (i.e., MobiWork user ID and password, or their Google account, or their Microsoft account).
The login ID and password for the user.
The user role and permission level within your company.
The contact address of the user (this address will be used when issuing work orders, etc).
The groups that the user should be a part of.
Note: Please do not put special characters in the phone number field; doing so will inhibit the ability to send text messages to the recipient.
The columns for the Edit User pop-up window are defined below:
| Name: | Description: |
|---|---|
| "First Name" | The user's first name. |
| "Last Name" | The user's last name. |
| "Mobile" | The user's phone number. |
| "Alternate" | The user's alternate phone number. |
| "Email" | The user's email address. |
| "Job Title" | The user's job title within your company. |
| "Supervisor" | The supervisor of the user; the supervisor can access and take action on the user. |
| "Marker Icon" | The visual icon of the user. This is used for specific tabs in the Schedule feature to have a consistent representation of the user. |
| "Pay Rate" | The pay rate that the user earns. |
| "Billable Rate" | What a client is charged for the user's services. |
| "User Profile Description" | The user's biography. |
| "Authentication Method" | Displays how the user can acccess their MobiWork account (i.e., MobiWork user ID and password, or their Google account, or their Microsoft account). |
| "Login ID" | The MobiWork Login ID of the user. |
| "Password" | The MobiWork password of the user. |
| "Confirm Password" | Retype the password in this field to confirm it. |
| "User Role" | The user's role. Can either be a user (permissions can be edited) or a Global admin (have access to all actions within MobiWork). |
| "Permission" | Indicates which permission template the user will be assigned to; this field will only appear if "User Role" is selected as user. |
| "Location" | Allows you to choose the user's default location. You can choose between the office location or a custom address location. |
| "Street Address 1" | In this field input the address of the user. |
| "Street Address 2" | In this field input the any additional address information of the user. |
| "City" | In this field input the city of the user. |
| "Country" | In this field input the country of the user. |
| "State" | In this field input the state of the user. |
| "Zip Code" | In this field input the zip code of the user. |
| "Group" | List the groups associated with the user |
If you would like to change the permissions or user role of a selected user, simply use the respective drop-down in the "Credentials" panel to choose the new permission template or user role:
To reset the password, you will need to first be on the View User pop-up window; for more information on how to access this pop-up window please see the View User page. Once on this page, click on the "Reset Password" from the Individual Actions button:
Likewise, you can select the Individual Actions button from the "Credential" panel:
If you would like to force your user to reset their password the next time they log in, you can select the "Reset Password Next Login" action from the Individual Actions drop-down:
