> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zuper.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing your users

This step-by-step guide helps you effortlessly create a new user in Zuper. Whether you're adding team members or assigning roles, this process ensures smooth onboarding. Follow the instructions below to set up a user account quickly and efficiently.

<Frame>
  **Navigation**: *Settings -> Users and Teams -> User Management -> + New User*
</Frame>

Steps to create a user directly from the "**Users**" Tab

* Select the "**Settings**" icon from the left navigation menu. Under "**User Management**," click the "**+ Create New User**" button at the top right corner of the page.

<img src="https://mintcdn.com/zuperinc/MZ52TIC7PBru9w8k/images/use24.png?fit=max&auto=format&n=MZ52TIC7PBru9w8k&q=85&s=7b043ce81155691f2a1ddb11594b8bbe" alt="Use24 Pn" width="1919" height="869" data-path="images/use24.png" />

<img src="https://mintcdn.com/zuperinc/BZDESyCbdH9DmDch/images/use8.png?fit=max&auto=format&n=BZDESyCbdH9DmDch&q=85&s=e9ba269cfea77f6995c520cdb4ae99ff" alt="Use8 Pn" width="1906" height="874" data-path="images/use8.png" />

Fill in the details in the user form as follows.

* Upload Image: Upload the user image in a size of 2 MB.

## Basic information

* User ID (**Mandatory**): A unique code that can include both letters and numbers to identify the User.
* First Name (**Mandatory**): The user's First Name.
* Last Name (**Mandatory**): The user's Last Name.
* Designation (**Mandatory**): The user's designation as per the policy.

## Roles and permissions

* Choose Role (**Mandatory**): The user's role as per the policy (Admin, Team Leader, Field Executive).
  <Note>
    Note: Custom roles can also be created per your requirements.
  </Note>
  | Module                | Admin               | TL (Team Lead)                                                                                                                                                                                                                                                                                                                                                                                                                                      | FE (Field Executive)                                                                                                                                                                                                                                                                                                                                                                                                                  |
  | :-------------------- | :------------------ | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
  | **Projects**          | Access all records. | View records created by them or their team members. Use [Custom Roles ](https://docs.zuper.co/Settings/Users_Teams/General#custom-roles)to set the permissions.                                                                                                                                                                                                                                                                                     | View only records created by them. Use [Custom Roles ](https://docs.zuper.co/Settings/Users_Teams/General#custom-roles)to set the permissions.                                                                                                                                                                                                                                                                                        |
  | **Jobs**              | Access all records. | View records created by them or their team members. Learn how to set standard permissions for Jobs [here](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_General_Job_settings#access/permission-options).                                                                                                                                                                                                                                  | View only records created by them. Learn how to set standard permissions for Jobs [here](https://docs.zuper.co/Settings/Modules/Jobs/Configuring_General_Job_settings#access/permission-options).                                                                                                                                                                                                                                     |
  | **Requests**          | Access all records. | View records created by them or their team members. Use [Custom Roles ](https://docs.zuper.co/Settings/Users_Teams/General#custom-roles)to set the permissions.                                                                                                                                                                                                                                                                                     | View only records created by them. Use [Custom Roles ](https://docs.zuper.co/Settings/Users_Teams/General#custom-roles)to set the permissions.                                                                                                                                                                                                                                                                                        |
  | **Property**          | Access all records. | View records created by them or their team members. Learn how to set standard permissions for Properties [here](https://docs.zuper.co/Settings/Modules/Properties/Properties_Settings#properties-general-settings).                                                                                                                                                                                                                                 | View only records created by them. Learn how to set standard permissions for Properties [here](https://docs.zuper.co/Settings/Modules/Properties/Properties_Settings#properties-general-settings).                                                                                                                                                                                                                                    |
  | **Quotes / Invoices** | Access all records. | View records created by them or their team members. Additionally, if you have access to a job, you can view associated quotes/invoices. Learn how to set standard permissions for Quotes [here](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Quotes-Invoices-Settings#quote-tab). Learn how to set standard permissions for Invoices [here](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Quotes-Invoices-Settings#invoice-tab). | View only records created by them. Additionally, if\_you have access to the job, you can view associated quotes/invoices. Learn how to set standard permissions for Quotes [here](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Quotes-Invoices-Settings#quote-tab). Learn how to set standard permissions for Invoices [here](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Quotes-Invoices-Settings#invoice-tab). |
  | **Contracts**         | Access all records. | View contracts created by them or team members, or awaiting approval by them or team members. Learn how to set standard permissions from [here](https://docs.zuper.co/Settings/Modules/Contracts/contracts-settings#general-contract-settings).                                                                                                                                                                                                     | View only contracts created by them. Learn how to set standard permissions from [here](https://docs.zuper.co/Settings/Modules/Contracts/contracts-settings#general-contract-settings).                                                                                                                                                                                                                                                |
  | **Assets**            | Access all records. | View records created by them or their team members. Learn how to set standard permissions from [here](https://docs.zuper.co/Settings/Modules/Assets/Assets-Settings#general-asset-settings).                                                                                                                                                                                                                                                        | View only records created by them. Learn how to set standard permissions from [here](https://docs.zuper.co/Settings/Modules/Assets/Assets-Settings#general-asset-settings).                                                                                                                                                                                                                                                           |
  | **Customers**         | Access all records. | View customers created by them or team members, or where they/team members are set as account managers. Learn how to set standard permissions from [here](https://docs.zuper.co/Settings/Modules/Customers-Contacts/Customers-Contacts-Settings#access-/-permissions).                                                                                                                                                                              | View customers created by them, or where they are set as account managers. Learn how to set standard permissions from [here](https://docs.zuper.co/Settings/Modules/Customers-Contacts/Customers-Contacts-Settings#access-/-permissions).                                                                                                                                                                                             |
  | **Organizations**     | Access all records  | View customers created by them or their team members. Learn how to set standard permissions from [here](https://docs.zuper.co/Settings/Modules/Organization_Settings/Organization_Settings#organization-general-settings).                                                                                                                                                                                                                          | View only customers created by them. Learn how to set standard permissions from[ here](https://docs.zuper.co/Settings/Modules/Organization_Settings/Organization_Settings#organization-general-settings).                                                                                                                                                                                                                             |
* Choose Access Role (Custom Role) (*Optional*): The User's access role signifies the level of access in the "**Zuper**" console.
  <Note>
    Note: Custom Roles can also be created as per your requirements.
  </Note>
  To know more about Custom Roles, click [here](https://docs.zuper.co/Settings/Users_Teams/General#custom-roles)

## Product location

* Preferred Product Location: This enhancement enables a user to be assigned a default product location, ensuring that it automatically populates as the default location from which parts are consumed. A primary method is to define fixed, high-priority picking locations for fast-moving parts or products to the site.

<img src="https://mintcdn.com/zuperinc/noPgwpKDoZrQKHPY/images/preflocation.png?fit=max&auto=format&n=noPgwpKDoZrQKHPY&q=85&s=eabb4f35ba50894660d86d40ef19bc07" alt="Preflocation Pn" width="1917" height="869" data-path="images/preflocation.png" />

## Contact information

* Home Number: The user's home number.
* Mobile Number: The user's mobile number.
* Work Number: The user's official contact number.

## Base Location

Define user’s **Base Location.** It represents their primary start or end point for the workday, such as a home address, office, or depot.

<img src="https://mintcdn.com/zuperinc/t3YsD4Eu4m9ZZ9M0/images/baseloc-1.png?fit=max&auto=format&n=t3YsD4Eu4m9ZZ9M0&q=85&s=f82923a7efea872aaa68064fe39ed5aa" alt="Baseloc 1" width="1920" height="869" data-path="images/baseloc-1.png" />

## Login information

* Email (**Mandatory**): The user's email address.
* Password (**Mandatory**): The password that would be used to access the Zuper account.
* External Login ID: The external login ID for the user to log in.
* Allow user to set the password: Choose "**Yes**" to allow the user to set the password as "**No**"

**Admins now have more flexibility when creating users:**

**Option 1**: **Allow User to Set Password = Yes**

Password fields will be hidden on the user creation/edit page.

The invite email will include a temporary set password link valid for 24 hours.

Users will be directed to a password setup page upon clicking the link.

If the link expires, users can follow the "Forgot Password" flow, as explained in the email.

**Option 2**:  **Allow User to Set Password = No**

The current process continues, and the admin sets the password during user creation.

Users will need to obtain their login password directly from the admin.

<img src="https://mintcdn.com/zuperinc/BZDESyCbdH9DmDch/images/usepass.png?fit=max&auto=format&n=BZDESyCbdH9DmDch&q=85&s=12dd1690d1956b0b05fcb69999bd46cf" alt="Usepass Pn" width="1906" height="870" data-path="images/usepass.png" />

<Note>
  Note: The user's external login ID should be unique. Other users should not use the same external Login ID. Once you create an external login ID, it will appear on the "**Users**" details page.
</Note>

<img src="https://mintcdn.com/zuperinc/MZ52TIC7PBru9w8k/images/use1.png?fit=max&auto=format&n=MZ52TIC7PBru9w8k&q=85&s=a2008514701481884a4cf0467925403a" alt="Use1 Pn" width="1910" height="873" data-path="images/use1.png" />

## User skills

* Click "**+ Add Skill**" to add new skills.

<img src="https://mintcdn.com/zuperinc/MZ52TIC7PBru9w8k/images/use2.png?fit=max&auto=format&n=MZ52TIC7PBru9w8k&q=85&s=a35f8bf99ec15acb5127bfb37ace6521" alt="Use2 Pn" width="1910" height="876" data-path="images/use2.png" />

* Select Skill: Choose the skillset from the drop-down list.
* Skillset Level: Enter the user's skill set.
* Valid From: The start date of the skill validity.
* Valid To: The end date of the skill validity.

<img src="https://mintcdn.com/zuperinc/BZDESyCbdH9DmDch/images/use3.png?fit=max&auto=format&n=BZDESyCbdH9DmDch&q=85&s=48cd9356e0df649d11a866ba61128dc5" alt="Use3 Pn" width="1919" height="876" data-path="images/use3.png" />

Click the "**Assign Skill**" to assign the skills to the user.

## Work hours

* Work Hours: The user's work days of the week.
* From Time: The start of the working day.
* To Time: The end of the working day.
* Work Mins: The total work minutes of the week.
* Tracking Location? Choose "**Yes**" to track the user's location and "**No**" to deny tracking the location.

<img src="https://mintcdn.com/zuperinc/BZDESyCbdH9DmDch/images/use5.png?fit=max&auto=format&n=BZDESyCbdH9DmDch&q=85&s=ca52f09b9dcd844724120b77f6be9a6a" alt="Use5 Pn" width="1919" height="876" data-path="images/use5.png" />

## Work information

* Hourly Labour Changes: Enter the user's working wage rate per hour.
* Worker Comp Code: Enter the appropriate code for each field technician based on their role.
* Burden Rate: Enter the additional costs involved.

<img src="https://mintcdn.com/zuperinc/BZDESyCbdH9DmDch/images/use9.png?fit=max&auto=format&n=BZDESyCbdH9DmDch&q=85&s=dc5301d228a894c45a9ba92a4c773393" alt="Use9 Pn" width="1918" height="868" data-path="images/use9.png" />

<img src="https://mintcdn.com/zuperinc/BZDESyCbdH9DmDch/images/use7.png?fit=max&auto=format&n=BZDESyCbdH9DmDch&q=85&s=2e93ccc3f9aaa8340f22d4072d0ea7ba" alt="Use7 Pn" width="1919" height="876" data-path="images/use7.png" />

Click "**Save User**" to save the new user.

A dialog box will appear to add the user to a team. Choose the team and add the user.

<img src="https://mintcdn.com/zuperinc/BZDESyCbdH9DmDch/images/use6.png?fit=max&auto=format&n=BZDESyCbdH9DmDch&q=85&s=dda1e9549912798c08d80a7f090a21ae" alt="Use6 Pn" width="1914" height="871" data-path="images/use6.png" />

## Assigned locations

After saving the user, a right panel will display "**Assigned Locations**."

<img src="https://mintcdn.com/zuperinc/BXeMej87Qv_lmbun/images/userlo1.png?fit=max&auto=format&n=BXeMej87Qv_lmbun&q=85&s=7c7394a2540198355b9082d5b3838fae" alt="Userlo1 Pn" width="1920" height="878" data-path="images/userlo1.png" />

The assigned location created under [Manage Locations](https://docs.zuper.co/Timesheets_Management/Timesheets#manage-locations) will be displayed here.

<img src="https://mintcdn.com/zuperinc/BXeMej87Qv_lmbun/images/userlo2.png?fit=max&auto=format&n=BXeMej87Qv_lmbun&q=85&s=82fa0c2b4f1073fda3819c7e5dbda7dc" alt="Userlo2 Pn" width="1920" height="878" data-path="images/userlo2.png" />

<Note>
  **Note**: Field Executives have limited visibility into the Organizations module\
  by default — they see only organizations they have created. To expand\
  their access, enable **Allow Field Executive to View All Organizations**
  in Settings.

  See [Managing Organizations](/Client/Organization/Manage_Organization)
  for full details on how FE organization access works.
</Note>

Zuper’s Users and Teams module settings streamline team management, making it easy to configure roles, permissions, and tracking.