Users in the Mobile App: View Company Staff and Roles on the Go

👤 Users in the Mobile App: View Company Staff and Roles on the Go
 

🧭 Introduction

The Users page in the Ontraccr mobile app provides a list of all staff within your company’s workspace — letting mobile users search for team members, view role assignments, and access basic contact info.

This guide outlines how to use the Users tab for quick reference and collaboration support.

📍 Where to Access Users

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

You’ll see a full list of users in the company account, subject to your role’s viewing permissions.

🔍 What You Can Do in the Users Page

1. View All Team Members

• Names listed in alphabetical order
• Role or label may be shown beside the name (if configured)

2. Search by Name

• Use the search bar at the top to find specific users

3. Tap a User to View Their Profile

The profile includes:

• Full name
• Assigned roles or labels
• Contact info (email, phone — if added)
• Potential other user-linked data (subject to setup)
• View Certifications and Files

📌 This makes it easy to verify someone's role or contact details directly from the field.

4. Add a New User

• Add a new user through the Mobile App

➕ How to Add a New User in the Mobile App

If your role includes Manage Users permissions, you can create new users directly from the mobile app.

To Add a User:

1. Tap the plus icon in the top-right of the Users page.
2. Fill out the required fields:
   • Name
   • Username
   • Password and confirm password
   • Division
   • Role or position
3. Optionally add:
   • Email address
   • Phone number
   • PIN (for kiosk login)
   • Assigned projects
4. Tap Save to finish.

⚠️ While this is possible, most teams create new users through the web app for full configuration and onboarding.

🔐 Permissions

✅ Use Cases

• Confirm who a team member is and what role they have
• Look up phone or email while on-site
• Use in cross-team collaboration when reporting or submitting forms

✅ Outcome

With the Users feature, mobile users can:

• Quickly look up coworkers across all divisions
• Verify team roles and permissions when needed
• Improve field collaboration with verified contact info