In this article, you will learn how to manage user profiles in Workiz.
Workiz is a great tool for managing your team of field techs, dispatchers, and other employees. You'll be able to store important information such as their phone number, email address, service areas, and details to help streamline your Workiz experience.
Updating a user profile
You can access your team settings page by selecting the profile icon from the navigation bar. From there, you'll see a list of all of the users on your Workiz account. You can filter your user list by:
- Status (e.g., active or disabled)
- Role
- User type (e.g., paid user or free subcontractor)
- Service area
You can select one of these team members to make changes to their user, including the following:
| Setting | What it impacts |
|---|---|
| User type |
This will determine whether or not this team member receives a login to join your Workiz account. Depending on their permissions, a paid user may be able to log in, use the mobile app, create invoices, and more. A free subcontractor will not be able to log in. They will be limited to receiving job assignments via email or text, and making some job-related updates through a webpage online. To learn more about the differences between users and subcontractors, please see this article. |
| Phone number | This is the phone number that will be used when sending one-time passcodes for two-factor authentication. It's important to ensure that this phone number can receive text messages. |
| Email address | For users with account access, this is the email address that will be used for logging in. This email address will also receive password reset links when requested. |
| Call masking status |
If enabled, call masking provides your techs and clients with a greater degree of privacy by preventing both parties from seeing any actual phone numbers. This allows you to override the caller ID to only show your clients the number you want them to see — like your business phone number. To learn more about call masking, please see this article. |
| User role |
User roles determine the sort of access that a team member gets to your Workiz account. Roles can be assigned at the user profile level and customized at the account level. To learn more about customizing a role in Workiz, please see this article. |
| Color tag | This color will represent the jobs assigned to this team member on your schedule. |
| Field tech status | The field tech setting determines whether or not you can assign jobs to this team member. Please note that this is separate from the user role setting also found on a team member's profile page. Failing to set this setting to "Yes" will prevent you from assigning jobs to this team member. |
| Service areas |
The service areas selected in a user’s profile determine which areas this technician can be assigned to for jobs. This user will not be on the list of available technicians when assigning jobs outside of these areas. To learn more about customizing a user's service areas, please see this article. |
| User skills |
The user skills selected in a user’s profile determine which job types this technician can be assigned to. This user will not be on the list of available technicians when assigning jobs outside of these types. Editing a user's skills may affect your online booking availability. To learn more about customizing a user's skills, please see this article. |
| Labor cost per hour |
Labor cost per hour will determine this user's hourly rate when creating timesheets. This setting is only available to team members who have been designated as a field tech. To learn more about calculating labor costs, please see this article. |
| Two-factor authentication status |
Two-factor authentication (2FA) will affect a team member's login experience. If enabled, this team member will need to provide a one-time passcode in addition to their password when logging in. This passcode is provided via text message, sent to the phone number saved on their profile page. If this user also has access to sensitive account settings, a one-time passcode will also need to be provided prior to making any changes. To learn more about 2FA, please see this article. |