You're ready to create your first (and hopefully not last) team member to join your business in JobHippo! Creating and managing users in JobHippo is super easy, let's get started with a brief overview of the workforce area. If you want to find out more about users and permissions, click here.

To access the workforce area, click on the workforce icon in the main menu.

The workforce area looks very similar to Jobs/Quotes/Invoices, so if you are familiar with those spaces you will recognise the layout.

To create a user, click on the "Create" button in the top right hand corner of the screen. TIP: Click on the arrow to choose the user type.

It's important to know what kind of user you want to create. "Users" are generally desktop or administrative team members who create, administer or schedule jobs. "Technicians" are generally field users who complete jobs. To find out more, click here.
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Once you have selected your user type, you can fill in the details for your user. All fields underlined in red or asterisked are mandatory fields.

The Name field will be what they are displayed as in the application and the username field will be the email address they use to login with, and receive notifications . All the other fields are useful supplementary data fields that are optional. TIP: The phone number needs to be populated with with the country code if you wish to enable SMS notifications (e.g. +614xxxxxxxx for Australia)

Once you have completed the details required, click the create button in the bottom right hand corner and you have successfully created your first user! The user will automatically receive an email to activate their account and set their password by clicking on the link in the email. TIP: If they haven't received it, ensure that they check their junk/spam folders.

Once your users have been created, you can manage them simply by double clicking on them in the Workforce area.

Clicking on the 3 dots will allow you to make changes on user.
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1. Change the license type. You may want to do this if the user's role has changed or they need more system access.

2. Resend activation email. This will only apply if the user has not yet activated their account.

3. Disable user. You may use this to temporarily prevent user access rather than deleting the user completely.

You can also toggle the "Assignable" flag on the user. If this toggled to off, the user will not be able to be assigned to jobs or visits. You may want to do this if you want to explicitly prevent this user from being accidentally assigned to jobs/visits.

Clicking the rubbish bin icon will delete the user. Please note that this is not reversible and the user will need to be re-created.

You can see jobs and visits that have been assigned to the user by clicking into the jobs tab. Simple job management tasks can be undertaken in this area, but it is not designed to be a full job management area.

Clicking on the Maps tab will display User/Technician location. This will only work if the user/technician is using the mobile application with location services turned on. JobHippo Mobile will periodically update the GPS location of the user based on actions within the application.

The history tab will display changes on the user record. Please note that this does not cover user actions, only changes to the user within the Workforce area.

Now you're ready to start creating Jobs!