This article provides guidance on adding, editing, and deleting users within your organization.

Adding and Editing Users

To manage users within your squad or at your locations, navigate to the Admin Panel, then select Users.

From the Users section, you can perform the following actions:

• Add a new user by selecting + Add User.
• Edit an existing user by selecting the Edit button for that user, and then selecting "Edit User".

Note: You will only have visibility to the users you supervise.

• Squad Admins have visibility to all users within their squad(s).
• Location Admins will only have visibility to users associated with their location(s).

Modifying User Details

Admins have the ability to assign or edit a number of key user details:

• Name
• Title
• Phone numbers
• Resetting employee passwords

Important Considerations for Modifying Details

Adding Users to other Squads, Assigning Roles, and Location Visibility

Admins have control over what visibility and roles their employees will have when creating users.

Squad Admin Privileges

• Multi-Squad Management: Squad Admins of multiple squads (e.g., District or Regional Managers) have the ability to add users into multiple squads and can assign visibility and roles in each.
  • Note: Squad Admins only have visibility and privileges in the squad(s) they have Squad Admin access to.
• Role Assignment: Squad Admins can assign any user roles available to customers, including other Squad Admins, within their associated squad(s).
• Location Visibility: Squad admins can assign locations to any user within the organizations they manage. (If a user needs to see locations within more than one organization, they will need to be added to the others and roles assigned to them for those organizations.)

Location Admin Privileges

• User Modification: Location admins can modify users at their associated location(s).
• Role Assignment: Location admins can assign any user to the same role level or below. They can assign users to be other Location Admins, Users, or Observers at their location.
• Location Visibility: Location admins will only have visibility to those users associated with their location(s) and will not be able to see or edit other users outside of those locations.

Setting Location Visibility

When setting location visibility, review the typical options for different roles:

Save Your Work!

After creating or editing a user, do not forget to Save those changes once your edits are complete. The save button is located at the bottom of the user's profile.

Additional Notes

We created a separate article for notifications and alerts. Please File reference that article if you are interested in learning about how to assign/modify alerts and the types of alerts you can utilize.

Deleting Users

All admins have the ability to delete users from their associated organizations:

• Squad Admins can remove any user from their squad(s).
• Location Admins can remove any user associated with their location(s).

To remove a user from your list of employees:

1. Hit the edit button next to that user.
2. Select Delete User.

Please note: Deleting a user will remove them from your organization, removing all permissions and data from the system. A user can be remade, even with the same email and SSO credentials, if needed.

For more information, please contact our squadle Support team via email Support@Squadle.com