The User Settings section in Appliance.io is your central hub for managing team members within the system. From viewing and editing user accounts to assigning roles and monitoring activity, it provides everything you need to keep your operations organized, secure, and running smoothly.
đ Accessing User Settings
To begin, open the sidebar and click Settings at the bottom.
Under the Basic Settings section, select Users.
Youâll see two main tabs:
Active â Displays all currently active users.
Archive â Contains users whoâve been archived but can be restored anytime.
Below the tabs, youâll find Filters to help you quickly locate users. You can search by Name, Role, or Location.
To clear all filters and view everyone again, click Reset Filter.
đ„ Inviting and Adding Users
In the top-right corner of the page, youâll see three key buttons for managing users:
Invite Users â Click this to send invitations to new team members.
Enter their Email Address and assign a Role.
Click Invite, and theyâll be added instantly as a user.
History Changelog â View a complete log of recent changes and user activity, keeping your teamâs actions transparent and traceable.
Add New User â This option lets you manually create a new account from scratch.
A pop-up window will appear where you can fill in the following details:
User Profile: Upload a photo, add their first and last name, email, and phone number.
User Settings: Define their job title, job description, default location, and assigned role.
Set Password: Create a strong, secure password thatâs also easy to remember.
Once everything looks good, click Save to finalize and add the user to your system.
đ Understanding the Users Table
The Users Table is where all user information is displayed in a clean, structured format. Each column gives you quick insights into key details:
Users
Location
User ID
Last Activity
Role
Sales Person
Driver
Action
The Action column is especially handy â you can edit a userâs information, change their password, or archive them with a single click.
đĄ Pro tip: If you want to learn more about user roles and permissions, check out our detailed Roles article for an in-depth guide.
đ Youâre All Set!
And thatâs it! Youâve just explored the full User Settings feature in Appliance.io.
From inviting new members to tracking activity and managing permissions, everything you need to handle your internal users is right here â easy, efficient, and secure.
Manage confidently, stay organized, and keep your team connected!