Overview
From the Manage Users page in Limble, you can add, activate/deactivate, and manage your users.
This article will teach you how to manage users in Limble.
Table of Contents
Add a New User
Add a New User
To add a new user, navigate to the Manage Users page.
Click “Add User.”
In the new window, enter the user information, including their first and last name, email address, and phone number.
The email address is typically used as the user’s login, and the email and phone number are used to send notifications from Limble.
Finally, assign the user a role. By default, Limble offers Technician, Manager, and View Only as default roles. If you create custom roles, they will also be selectable here.
Select the desired role from the dropdown.
Then, select the location where you want the user to have that role.
Once you have filled out all of the fields, click “Add.”
Assign and Remove Roles
Assign and Remove Roles
Roles are groupings of permissions that permit or limit a user’s ability to perform actions and see information about your organization within Limble.
After you create a user profile, you can assign more than one role to a user. Roles are assigned by location, so you can expand or limit a user’s permissions based on the work they perform at each location.
To add additional roles for a user, select the “+” icon under the Role column next to the user’s name.
In the new window, select the role and location you want to assign to the user. Then, click “Add.”
If you need to remove a role from a user, click on the trash icon next to the location.
(Note: if you are reassigning a role to a user, such as changing a user’s role from technician to manager, be sure to add the new role first before removing the old role. If you remove a user’s role and they no longer have any role at a location, their current task assignments at that location will be lost and moved to "Unassigned.")
Activate/Deactivate Users
Activate/Deactivate Users
With the activate/deactivate feature, you can prohibit access from users who are no longer active in your organization without deleting their work history in Limble.
This also makes it easier to reactivate a user—for example, a seasonal or contract employee—and maintain their work history.
To deactivate a user, select the user icon from the icon list next to their name on the right side of the page.
In the new window, you will receive a message to confirm your choice. Select “Yes.”
When you deactivate a user, you will need to reassign their tasks to other users or teams so work does not get missed. In the next window, select “Reassign.”
In the next window, select the user or team you want to reassign the user’s work to, and click “Select.”
In the next window, you will be asked to confirm your choice. Once you reassign tasks at a location, the reassignment cannot be undone.
Select “Yes.”
In the final window, you will be asked to confirm your choice to deactivate the user. Select “Yes” if you are ready to proceed.
Work reassignment is done by location. If your user is active at more than one location on your Limble account, you will be prompted to repeat this process for each location.
Once a user has been deactivated, their status will be indicated with a red x next to the user icon. Notifications will also be disabled.
(Note: if you set up extra email notifications or shared dashboards for the deactivated user, be sure to remove their email from those workflows. If you manually added the user's email to a task's notification chain, be sure to remove their email within the task comment section.)
To reactivate a user, click the user icon.
In the new window, confirm your choice by selecting “Yes.”
The user will become active and their status will be indicated with a green check mark next to the user icon. Notifications will automatically be enabled.
(Note: your user count only applies to active users on your Limble account, so you won’t be charged for deactivated users.)
Manage User Notifications
Manage User Notifications
User notifications are managed from the Manage Users page. Users with permission #86 can turn desired notifications on and off for their users.
Navigate to the Manage Users page.
Click the pencil icon to the right of each user to access the notification settings.
In the new window, you will see notification settings for task assignments and reassignments, initial PM assignments, initial work request assignments, task comments and status changes, and other system notifications.
Click the toggle icon to turn each notification type on or off, as desired, for email and mobile.
Close the window or click anywhere outside the notification pop-up to save and exit.
(Note: users will only receive notifications for locations they have assigned roles at. Manually configured notifications, such as extra email notifications and shared dashboards will still be sent regardless of these settings.)
Update a User’s Password
Update a User’s Password
Users with access to the Manage Users page can send users a link to reset their password. Only Super Users can create passwords on behalf of other users.
Expand the sections below to learn more.
Send a User a Password Reset Link
Send a User a Password Reset Link
To change a user's password, navigate to the Manage Users page.
Click the crossing arrows icon next to their name to send that user a randomly generated password via email.
In the new window, click “Yes” to confirm.
Reset a User's Password
Reset a User's Password
Click the lock icon next to a user's name to create a password on that user’s behalf.
(Note: only super users can do this.)
In the new window, enter the new password and click “Update” to confirm the new password.
(Note: users can also reset their own password.)
Update a User Profile
Update a User Profile
Once a user is added, clicking on their name or the pencil icon will open their full user profile with additional fields.
Here, you can make changes to the following:
Profile Picture to quickly identify users.
Average Wage, which is used to calculate labor costs (per hour) in Limble.
Work Day Hours are the typical amount of hours this user works in a day. This is helpful to ensure that work is being distributed based on the number of hours your users can allocate to tasks.
Task Reward Message Preferences, which determine if a user receives a task reward message when completing a task. They’re automatically enabled for users when they join, but can be disabled here.
Super User Status, which gives a user full permissions and access to almost all information in Limble.
(Note: In the first 3 days of creating a new user, you have the option to delete them from within the user profile. However, we do not recommend deleting user profiles. Instead, we recommend using the activate/deactivate feature.)
Add More Licenses
Add More Licenses
Need to add more licenses to your account?
Navigate to your account and billing page by going to your user profile, and choosing “Subscription.”
In the Plan Details section, you can add more licenses under the Number of Licenses column.
If you still need assistance, reach out to someone from our sales team or chat with our support team to learn more.
Related Articles
Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.