Set Up Your Team

Add employees, assign roles, and configure permissions for your crew.

Last updated: May 12, 2026

Verified console walkthrough

This guide is based on a browser-recorded walkthrough in the rebuilt DrillerDB console. When a step can send, submit, export, or change account access, the guide calls out the review boundary.

Use Settings > Users to review who has access, filter the team by role, edit existing users, and prepare new team members with the right contact details and role. Creating or inviting a user changes account access, so this guide records the review and prepared-add boundary without submitting the new user.

Quick Start

Open Settings > Users.
Review active users, role badges, MFA status, and account status.
Search or filter by role before editing access.
Open Add User and enter the teammate's contact details.
Choose the least-privileged role that matches the teammate's work.
Click Add User only after the email, password, phone, and role are approved.

Step-by-Step: Set Up Your Team

Open Settings > Users

Open the Users settings page to review active users, role badges, MFA indicators, and account status. This is the admin workspace for team access.

Settings Users page showing active users, role badges, MFA indicators, search, role filter, and Add User button.

Search or filter by role

Use Search to find a teammate by name, email, phone, or role. Use Filter by role to narrow the list to admins, office staff, supervisors, field techs, or standard users before making changes.

Settings Users page with a role filter applied and matching users shown.

Open Add User

Click Add User to prepare a new teammate. The form collects name, email, phone, initial password, and role.

Add New User form open above the users list with contact, password, and role fields visible.

Choose the right role

Pick the least-privileged role that matches the person's work. Admins can manage company settings; office users handle office workflows; supervisors and drillers support field operations.

Only use Admin for people who should manage users, settings, billing configuration, and other company-wide controls.

Add New User form filled with example teammate details and a Field Tech role selected, before submitting.

Submit only when access is approved

Review the email, role, phone, and password before clicking Add User. The guide recording stops at this review point and proves the prepared example user was not created.

Adding a user grants account access. Confirm the role and recipient before submitting.

Add New User form ready for final review with Add User visible but not clicked.

Access boundary

Adding a user grants access to the company account. The guide recording prepares a realistic teammate record, stops before Add User, and verifies that the example user was not created.

Use the final submit step only after the teammate, email address, initial password path, and role have been reviewed by an admin or owner.