Users & Roles

The Users module allows you to manage all user accounts that can access the DOP platform.
From here you can:

• Create new users
• Edit users
• Delete users
• Assign roles and permissions
• Link users to employees or customers
• Manage user limits based on subscription plan

This module is essential for managing access control, employee accounts, and customer portal users.

1. Route in the System

Menu → Company → Users

The main screen shows two sections:

• Team (internal users)
• Customers (customer portal users)

2. Module Overview

The Users panel displays all accounts with access to your workspace.
It also shows:

• How many users are included in your current subscription plan
• How many users you’ve already used
• The list of all system users separated by type

Tabs:

🔹 Team

Contains all internal company users:

• Admins
• Office staff
• Supervisors
• Employees

🔹 Customers

Contains all customer-type users:

• Property owners
• Property managers
• Commercial clients
• PM staff

Your DOP plan determines how many internal and customer users are included for free.

3. Creating a New User

To add a user:

1. Go to Company → Users
2. Click New +
3. The New User form opens

“Each new user must be linked to an existing employee or customer profile to ensure correct access.”

4. User Form — Fields Explained

🧾 User Details

Full Name

The full name of the user.

Email

Required.
This email will receive the login verification code every time the user signs in.

Username

Unique login identifier.

• If the username already exists, DOP automatically appends a numeric suffix
  Example: john → john42

Password

Temporary password.
Users can change it after login.

Photo

Optional profile photo.

5. Role Assignment

Every user must have a role:

Admin

• Full access to all modules
• Can manage company settings, billing, taxes, users, jobs, payroll, etc.

Employee

• Limited access
• Schedule, jobs, mobile app, timesheet, assigned activities

Customer

• Access to the Owner/Client Portal
• Can see their jobs, invoices, properties, payments and transactions

6. Associate Employee (Internal User)

When creating an internal user:

1. Select Associate Employee
2. Choose an existing employee from the dropdown
3. The system autofills their name and email
4. You define username and password

This links:

• Jobs assigned
• Hours worked
• Payroll reporting
• App access
• GPS & job activity

7. Creating Customer Users

To create a login for a customer:

1. Go to the Customers tab
2. Click New +
3. Select the existing customer from the dropdown
4. The system auto-fills:

• Full name
• Email

5. You define:

• Username
• Password

Customer users always receive the Customer role.

⚠️ Important:

Usernames cannot be modified after creation.
If a change is needed, delete the user and create a new one.

8. Editing or Updating a User

To edit a user:

1. Click the user from the list
2. Update:

• Name
• Email
• Role
• Password
• Photo
• Associated employee or customer

This is useful when:

• An employee is promoted
• A customer changes their point of contact
• An employee switches email

9. User Limits & Subscription Plan

Each subscription plan includes a specific number of users.

If your company needs more users, go to:

Owner Portal → Plans & Billing

From there you can:

• Upgrade your plan
• Purchase additional users
• Review current user usage

10. Login & Security

DOP uses a secure verification system.

Login process:

1. User enters username
2. System checks if the user is an Owner, Team User, or Customer
3. A verification code is sent to the email associated with the user
4. The user enters the code to access the system

This ensures:

• No unauthorized access
• Only verified users can log in
• Your company’s data is protected

11. Related Modules

• Employees
• Customers
• Client Portal
• Company Settings
• Roles & Permissions