User accounts provide access to all facets of Uptick where different types of accounts have different degrees of access to Uptick features, depending on licenses and permissions:
User account types
Users
This type of user account is for your internal office and field staff. Office users are associated with the DESK license to access Uptick through the web, while field users are associated with the FIELD license to sign into the mobile app.
Setting up a staff user account
Go to People > Users > Create User
Fill in the Name and Email address of the person using this account
Ensure the License is selected correctly. For internal users, the options you should select are either:
Desk - allows access for both desk and mobile app
Field - field users can sign into the app
You can set an initial password, though it's recommended to leave the password blank and send a welcome email once you've finished setting up the account. Click Create user and continue to proceed to the next step.
Assign the user to a security group. See the screenshot below for descriptions of security groups and their use case.
OPTIONAL: If you are using Branches and/or Zones, you can assign the user to the appropriate Branch and Zone on this page as well
Click Save account
You'll be taken to the newly created user. Click the Send welcome email button to send an email to the new user that will instruct them on setting up their password.
Note: The the link provided in the welcome email will expire 3 days from the time it is sent. If the recipient doesn't access this link to set their password within that timeframe, the welcome email needs to be sent again.
Contractors
The contractor user account is for contractors to access the contractor portal and uses the CONTRACTOR license, which has built in default security groups associated with it. When a contractor is sent an invite to the contractor portal, this automatically populates the Login Account field on the Contractor with the created user name and email address it's linked to.
Setting up a contractor user account
Simply invite the contractor to the contractor portal, which will automatically create a user with the appropriate license and send them a welcome email. To send the invite:
Go to People > Contractors > View the contractor
Under the Contractor portal section, click Send invitation
Customers
The customer user account is for clients to access the customer portal and uses the CUSTOMER license, which has built in default security groups associated with it. When a customer is sent an invite to the customer portal, this automatically populates the Account field on the client with the created user name and email address it's linked to.
Setting up a customer user account
Simply invite a client to the customer portal, which will automatically create a user with the appropriate license and send them a welcome email. To send the invite:
Go to People > Clients > View the client
Under the Customer portal section, click Send invitation
Resetting passwords
If you need to reset a password for a user, see this article below.
Making users active/inactive
When a user account is created it will be active by default and cannot be deleted, and you will instead need to make the account inactive. You can toggle whether or not a user is active by clicking Update on the user and ticking/unticking the Active box to make the user active/inactive respectively. Inactive users will not appear in listings and will have access revoked until made active again.