---
title: "Users in the Mobile App (Advanced): View, Edit, and Add Team Members"
url: "https://help.ontraccr.com/en/article/users-in-the-mobile-app-advanced-view-edit-and-add-team-members"
language: "en"
last_updated: "2025-06-08T20:33:48.051Z"
---

# 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):

| Tab | What You See |
| --- | --- |
| **Info** | Name, email, username, PIN, time zone, division, project assignments, wage |
| **Labels** | All labels assigned to the user |
| **Files** | Attachments such as contracts, licenses, documents |
| **Certifications** | View-only list of uploaded certs (e.g., WHMIS, First Aid) |

❗ 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