Manage Web Users

Use the Web Users module to add, update, and deactivate web users in Accruent Field.

Before you add a web user, invite the user in the Users module.

Technicians and web users

Technicians and web users have different roles and access.

• Technicians use the mobile app to receive and complete assigned work.
• Web users access web applications based on their assigned role.

Add a web user

The user must exist in the system before you can add them as a technician.

1. Open Workforce > Web users > Add new.
2. Select the user.

3. Enter address and contact details.

   These details impact scheduling, mapping, and route optimization.

4. Enter a Shift.

   Shifts populate the web user's work schedule and impact leave and overtime.

5. Select Work groups.

   Work groups control task eligibility based on criteria such as region or task type.

   Assign to all work groups to allow assignment to all tasks.

6. Select Save & continue.

Manage availability, leave, and task logs

Edit a web user to assign skills and contractor and to manage leave.

1. Open Workforce > Web users.
2. Select a user.

3. Select Work schedule.

   The web user's weekly schedule, public holidays, leave, and overtime records display.

4. Select Add new for leave or overtime as needed.

5. To view the task log, select Tasks.

Currently, shift, leave, and overtime details for a web user do not impact functionality such as scheduling.

Deactivate a web user

1. Open Workforce > Web users.
2. Select a user.
3. Select Deactivate.

Deactivation has the following effects:

• Web access: The user will still be able to log in to the web app and access all their previously assigned modules.

• Work groups: If the user was assigned to any Web Groups, the filters will be turned off and the user will be able to view all tasks/technicians in the system.