User Management

Use Settings > Users to add login accounts, set each person's role, choose which projects field crews can see, and deactivate accounts. Only an admin can open this page.

Quick Start: Add a User

1. Open Settings > Users.
2. Click Add User.
3. Enter the first name, last name and email.
4. Choose the role.
5. Click Add User.

If you leave Password blank, DrillerDB emails the person a link to set their own password.

Step-by-Step Workflow

1. Open Settings > Users.
2. Click Add User, or click Edit on a person's row.
3. Fill in First Name, Last Name, Email and Phone.
4. Choose the Role. User Roles lists what each role can open.
5. Click Add User for a new person, or Save Changes for an existing one.

Users vs Employees

Add or Edit a User

1. Open Settings > Users.
2. Click Add User, or click Edit on the person's row.
3. Update the details.
4. Set the role.
5. Click Save Changes.

To give someone a new password, type it in Password on their Edit form. Leave the box blank to keep the current password. A new password signs the person out of every session that started before the change.

A password must have at least 12 characters and a letter. It cannot be only numbers, contain three repeated or sequential characters in a row (such as aaa or abc), match a common or breached password, or contain the person's email or name. The same rule applies when a person sets or resets their own password.

Changing an admin's role

When you change a person's role from Admin to another role, their admin rights end.

Every company keeps at least one active admin. If you try to change the role of your only active admin, DrillerDB refuses with "Cannot remove the last administrator for this company." Make someone else an admin first.

Deactivate a User

Deactivating keeps the person's history and takes away their access.

1. Open Settings > Users.
2. Click Delete on the person's row.
3. In Deactivate user?, click Deactivate user.

Two deactivations are refused:

• Your own account. The message is "Cannot delete current user".
• Your only active admin. The message is "Cannot delete the last administrator for this company."

Choose Which Projects Field Crews See

The Project visibility card at the top of Settings > Users holds one switch: Field roles see assigned projects only.

When the switch is on, Field Tech (Driller) accounts see, search and export only the projects assigned to them. A project is assigned to them when a dispatch names them, or when the job is scheduled to them or to one of their active crews. Admin and Office users always see every project. The setting applies in the console, in the classic web app and in the mobile apps.

To set a different rule for one person, open their Edit form and change Project visibility:

The Project visibility choice is on the Edit form of a saved Field Tech (Driller) or Field Supervisor account. For a new person, add them first, then open Edit. A Field Supervisor who follows the company setting sees all projects. To limit a Field Supervisor, pick Assigned projects only on their form.

Password and Sign-In Management

• An admin sets a new password from the person's Edit form.
• The Edit form shows whether the person has Google sign-in connected.
• Session behavior is managed by backend auth rules.

Session Behavior (Current Production)

• Web sessions default to a 7-day lifetime.
• Mobile sessions use a longer lifetime (90 days).
• Users can sign out and sign back in to refresh auth state.

Troubleshooting

User cannot sign in

• Confirm the account is active
• Verify email spelling
• Trigger password reset

Role update did not apply

• Save changes and have user sign out/in
• Confirm you edited the correct user

User not visible in list

• Check search/filter state
• Confirm company context

Related Topics

• User Roles - Role definitions
• Security Settings - MFA and account security
• Activity Log - Audit history