Users in the Mobile App (Advanced): View, Edit, and Add Team Members

👤 Users in the Mobile App (Advanced): View, Edit, and Add Team Members
 

🧭 Introduction

The Users section in the Ontraccr mobile app lets authorized users view, search, filter, add, edit, and archive staff profiles. Whether you’re a field lead checking user roles or an admin adding a new worker, this guide walks through everything you can do with user records on mobile.

📍 Where to Access Users

1. Tap “More” from the bottom nav bar
2. Tap “Users”

Access is based on permissions:

• View Users: See users and profile tabs
• Manage Users: Add, edit, archive

🔍 Search and Filter Users

1. Filter by Labels

• Tap the filter icon (top-left)
• Choose from custom labels (e.g., “Supervisor”, “Apprentice”)
• Tap Save to apply
• Clear filters via the trash bin icon

2. Search

• Use the search bar to look up users by name

👀 Viewing a User

Tap a user’s name to open their profile.

Tabs available (depending on permissions):

❗ You’ll only see fields you have permission to view (e.g., wages are hidden if you lack that access).

✏️ Editing a User

1. Tap into the user’s profile
2. Tap the pencil icon (top-right)
3. Editable fields include:
   • Name, position/role, username, password
   • Email (to send login credentials)
   • PIN (for kiosk/tablet use)
   • Phone number, time zone, division
   • Assigned projects
   • Custom user fields (e.g., license ID, emergency contact)

Tap Save to apply changes

➕ Adding a New User

1. Tap the plus icon (top-right)
2. Fill in the following:

🟥 Required Fields:

• Name
• Position (user role)
• Username
• Password + Confirm Password
• Division (if multiple exist)

🟨 Optional Fields:

• Email (for login invite)
• Phone
• PIN (for tablet login)
• Project assignments
• Custom profile fields

Tap Save when done — the new user will appear in the list.

🗑️ Archiving a User

To archive:

1. Find the user in the list
2. Tap the bin icon next to their name
3. Confirm archive

📌 Archived users are not permanently deleted and cannot be restored via mobile. Permanent deletion must be done in the web app.

🔒 Archived users do not appear in mobile app lists and cannot be filtered for.

📁 Tabs in More Detail

Info Tab

• Includes all core user details and custom fields
• View division, teams, assigned projects

Labels Tab

• View labels assigned to the user (e.g., “Foreman”, “Safety Rep”)

Files Tab

• Access any files uploaded to the user’s profile
• Tap to view or download

Certifications Tab

• View certifications linked to the user
• Tap to open cert files (if attached)
• Note: Editing certifications is only possible on the web

🛠️ Useful in field audits or site inspections requiring cert verification

✅ Outcome

With the Users feature on mobile, you can:

• Quickly find and review staff profiles
• Add new workers or update team info
• Verify certifications from the field
• Manage access and assignments without needing desktop tools