How do I create a new user in Zuper?

How do I create a new user in Zuper?

A user can be created by the Admin or the team leader in two ways.

  • Using the "New" Shortcut from the Dashboard.
  • Directly From the Users Tab.

 

Steps to create an User using the "New" Shortcut from the Dashboard

  • Log in to Zuper Account.
  • Click on the 'New' icon from the Menu bar on the top.
  • Select "user" in the drop-down.
  • The new user form will be displayed.
  • Enter the User Details in the Form
  • Click on "Save User"

 

Steps to create an user directly from the "Users" Tab

  • Log in to your Zuper Account.
  • Select the "Users" icon from the Menu bar on the left side.
  • Click on the "New User" button on the top right corner of the Users page.
  • The new User form will be displayed.
  • Enter the User  Details in the Form
  • Click on "Save User"

 

User Form

Fill in the details in the User form as follows.

  • User Code: A unique code that can include both alphabets and numbers to identify the User (eg: Z001)
  • First Name: The User's First name.
  • Last Name: The User's Last name.
  • Email: The User's Email address that would be used to access the Zuper account.
  • Role: The User's Role as per Zuper (Admin, Team Leader, Field Executive)
  • Designation: The User's designation as per the organization.
  • External Login ID: The external login ID for the user for login.
    Notes
    Note: The user's external login ID should be unique. The same external login ID should not be used for any users. 
  • Choose Access Role: The User's access role signifies the level of access in the "Zuper" console.
    Note: Custom Roles can also be created as per your requirement.
Once you created any external login ID, this is visible under the "Users" details page. 


  Role   Applicable to   Access    Actions
AdministratorAdmin Team, Business Owner
  1. Zuper Web App
  2. Zuper Mobile App
      Full Access to Zuper
Team LeaderDispatcher, Coordinator, Team Leader
  1. Zuper Web App
  2. Zuper Mobile App
  1. Will be having access to the mapped teams in Zuper.
  2. Can create Jobs and assign them to team members.
  3. Approval of Time-off request.
  4. Can track the field team on the map.
  5. Can view Job & Customer on the map.
  6. Can download reports.
  7. TL can upload the files.
  8. Create a Broadcast for his team members.
Field ExecutiveSales team, Technicians
  1. Zuper Mobile App

Based on the permission set by the administrator in the Organization Settings.

    1. Interact with Assigned Jobs
    2. Can create or edit customer details
    3. Can create new jobs and customers.
    4. Apply Time-off request.
    5. Can upload files.
    6. Trigger SOS

Preferred Product Location:

This enhancement allows for a user to be assigned a default product location, ensuring that it automatically populates as the default location from which parts should be consumed. When a technician attempts to add parts or products to a job, the system will default to the first available warehouse location from the list of locations the user can access. If this location is not the intended consumption location, the technician must manually change the location for each part/product to ensure accuracy during consumption.



  • Password: The password that would be used to access the Zuper account.
  • Confirm Password: Confirmation of the password.
  • Work Number: The User's official contact number.
  • Home Number: The User's home number. 
  • Work Hours: The User's work hours as per each day of the week (Shift Start time, End time, and the number of mins of work)
    Notes
    Note: The user's location during work hours can be tracked by selecting yes in the "Track Location" column. 

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