View, Add, or Edit a User Follow

Overview

Within IntelliShift, easily configure and define user permissions. Users can access IntelliShift on the web at app.intellishift.com or via a mobile device using the IntelliShift app.

In this article, learn how to create a new user and edit a user's permissions.

Table of Contents

• View Users
• User Creation Navigation Overview
• Create a User
• Edit a User
• Best Practices

View Users

To view Users, follow these steps:

1. In the left-hand navigation, select the "Administration” service module.
2. In the top navigation, select "Users"

Please note, if you do not see this module, you will need to contact an Administrator. Only Account Administrators and Administrators can change your permissions.

User Creation Navigation Overview

When creating a new user, you can

• Define required account information and settings (1)
  • Email: The email will be the user's username.
  • First Name
  • Last Name
  • User Type: To understand permissions, please see our article on user types and permissions.
  • (Optional) Cell Number
• Assign Branches
  • This assignment will limit assets and operators the user has access to. Please note, if the user is an "Account Admin," they will have access to all branches by default.
• Define account Status
  • Active: User can log in
  • Suspended: User can no longer log in
• Assign Permissions (4)
  • To understand permissions, please see our article on user types and permissions.
• Create the user or cancel (5)

Create a User

To create a new user, follow the steps below.

Please note, as soon as a user is created, they are sent a "Welcome to IntelliShift" email inviting them to create a password. Before creating an account, be sure to communicate the purpose of IntelliShift and how it should be used.

Edit a User

To edit a user's permissions, follow the steps below.

Best Practices

• When you are implementing IntelliShift, create accounts first for the core team working with IntelliShift.
  • Once your core team is comfortable with IntelliShift, create other users. Ensure that these users are already aware of the purpose for IntelliShift and how they should use the application.
• Limit the number of Account Administrators.
  • Account Administrators have access to all branches by default. In other words, they can view, edit, and create users, operators, branches, and tags. They can also update asset information. Typically this role should be for an office user managing upkeep of asset information, users, operators, branches, and tags.
• To save time, create role-based template users. Then, when new employees join, simply duplicate the template account and update select permissions as needed.
  • For example, you could create a template for the safety team:
    • For email, use the Role@yourcompanydomain (e.g. "SAFETY@intellishift.com")
    • For first name, use the role title (e.g., "SAFETY")
    • For last name, type "TEMPLATE" to make it easy to search for all template users.
    • For type, select the type relevant for the role. For most roles, this would be a "Regular" user.
    • For branch, make any selection. When you duplicate the account, you will want to update the branch.
    • For permissions, select the permissions relevant to the role. 
  • Define a standard process for user upkeep. Ask yourself . . . 
    • Who should update users as employee join or leave the company?
    • What permissions should an employee have?
    • How should new employees learn about IntelliShift?