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
To add a new user, go to the Manage Users page by selecting the user icon from the navigation menu.
On the 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
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 “+” button 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 a technician to a 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
With the activate/deactivate feature, you can prohibit access from users who are no longer active in your organization without deleting their work history in Limble.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” when you are finished.
In the final window, you will be asked to confirm your choice to deactivate the user. Select “Yes” if you are ready to proceed with your choice.
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, be sure to remove any you may have set up for the deactivated user. 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
User notifications are also managed from the Manage Users page.
The mail icon determines if a user is notified via email about tasks. The bell icon determines whether a user receives push notifications on their mobile device or tablet.
To turn notifications on or off, click on the icon. The green check mark indicates notifications are enabled, and the red x indicates notifications are disabled.
(Note: user notification preferences can be overridden by location-based notification settings, which are configured on the Manage Locations page.)
Change a User’s Password
If a user needs to change or forgets their password, you can do it from the Manage Users page.
The crossing arrows icon allows you to send a user an email with a randomly generated password.
In the new window, click “Yes” to send them a randomly generated password.
The lock icon allows you to create a password on another user’s behalf. 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
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
Need to add more licenses to your account?
Navigate to your account and billing page by going to your user profile, and choosing “Account and Billing.”
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 Limble Sales Team or chat with our support team to learn more.
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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.