Add, Edit, or Deactivate a User (Web)

Tiers: All
Permissions:

  • Can view user settings page
  • Can update their own role and/or status

Every person on your team who needs to log into Skimmer needs their own user account. Setting each person up individually—rather than sharing one login—keeps your records accurate, since actions in Skimmer are tied to the user who performed them, and lets you control exactly what each person can see and do.

Add a User

Add a user any time someone joins your team and needs their own access to Skimmer, scoped to their role.

  1. Go to Settings > Users.
  2. Click Add User in the top right corner. This opens the Enter New User Information page.
  3. Fill in the user's information:
    • First Name and Last Name
    • Username — must be unique across all of Skimmer, not just your company. If Skimmer says it's taken, choose another one.
    • Email — used mainly to reset the user's password if they lose access.
    • Password — 8+ characters, using a mix of character types.
  4. Choose a Role. Skimmer includes six default roles, each suited to different responsibilities:
    • Admin — full system access to manage all customers, work activities, users, settings, and financials. Modify this role to remove access if needed.
    • Tech — access to assigned routes and basic service functionality, with limited web access. Modify this role for team leads or senior techs who need more access.
    • Route Manager — access to all routes and work activities across departments, without access to costs, prices, billing, financial reports, or settings. Might fit field supervisors or service coordinators.
    • Billing Specialist — access to all invoices, payments, and financial reports, without the ability to create or modify work activities, and limited access to settings. Might fit accountants or bookkeepers.
    • Customer Service — access to customers, with limited ability to create or modify work activities, and no access to settings or reports. Might fit sales, account managers, or receptionists.
    • Executive — view-only access to customers and work activities, with full access to all reports and settings. Might fit upper management or C-suite positions.

    Or choose a custom role your company has created — custom roles support more than 100 individual access options.

  5. Click Add New User.
  6. Give the user their username and password. They can log in right away.

Edit a User

Edit a user's account when their contact details change or their responsibilities shift and they need different access.

  1. Go to Settings > Users.
  2. Click Edit on the user you want to update. This opens the Update User page.
  3. Update any of the following fields:
    • First Name and Last Name
    • Username
    • Email
    • Role — change this to update which features and functions the user can access.
  4. Click Save User Info.
  5. To change the user's password, go to the Change Password panel, enter a New Password (8+ characters, using a mix of character types), confirm it, and click Save New Password.

Deactivate a User

Deactivate a user when they leave your company and no longer need access to Skimmer. Deactivating immediately revokes their login rather than deleting their account and history.

  1. Go to Settings > Users.
  2. Click Edit on the user you want to deactivate. This opens the Update User page.
  3. Uncheck User Is Active.
  4. Click Save User Info.