When you add a new user account, they can log in to their dashboard, and manage shifts, jobs, and assignments. When you have added user accounts, you can search for them, edit their roles, and archive them as your requirements change.
This article is about managing dispatch user accounts in the NowGo dashboard. For information about adding driver accounts for the mobile app, see the Add and edit driver accounts article.
Manage user accounts
You can view and edit existing users by navigating to Settings → User accounts.
This page shows the name and email address of each user. Click a user entry to edit the details for that account.
Navigate to the Archived tab to see only user accounts that you have archived instead.
Use the search bar at the top of the user list to search for an account on the current screen. You can search for a user name or email address.
Add a new user account
You can add a new user account from the settings page.
💡NOTE: NowGo is a highly configurable platform. Your version of the dashboard might look different, or have slightly different functionality to that shown here. If you have any questions or concerns about using the app, get in touch.
Adding a new user account
In the NowGo dashboard, click your email address in the top right corner, and select Settings.
In the Accounts & Security section, click User accounts to open the User account list, and click Add new.
Optional: Turn off the Account is active option to make the user inactive.
In the Account email field, type the email address of the user.
In the Password field, type a password for the user. Make sure the password conforms to the password rules as shown.
Optional: In the Name field, type a name for the user. This name is used to refer to this user throughout the system.
Check the Administrator account option to grant this user administrator permissions.
Optional: In the Roles section, select a role for this user, and which channels this role applies to, if applicable. Roles are customised for your organisation, and apply preconfigured sets of permissions for the user.
Click Save changes at the top of the screen to save your new user account.
Edit an existing user account
If you need to change details for a user, you can edit the user account from the settings page. You can also use this screen to archive user accounts.
Editing an existing user account
In the NowGo dashboard, click your email address in the top right corner, and select Settings.
In the Accounts & Security section, click User accounts to open the User account list.
Click the user you want to edit to open the User account settings panel:
If you need to reset a user password, click Password options to send a reset password link, or force a password reset.
Optional: If you want to archive a user account, click Archive.
To change any other details, click Edit.
Change the details as required, and click Save changes to update the account. If the update is successful, a green notification message is shown at the bottom of the screen.
Archived and inactive users
User accounts can be marked as inactive, or they can be marked as archived. These designations work differently, and how you use them might depend on your business processes.
An archived user account is an account that was previously created, but that is no longer being used. An example of when you might archive a user account is if the user is no longer working for the company. You can archive users from the user account details page.
An inactive user account is an account that is not currently in use, but is expected to be used again at a later date. An example of when you might make a user inactive is if you are creating an account for a user who is starting at a later date, or who might be going on extended leave. You can mark a user account as inactive from the user account settings page.
