Users
Manage access and accountability across your system. Users define who can log in, what they can view and manage, and which account actions are recorded under in R2.
What is a User?
A User is a person who has login access to your system. Users are assigned roles and permissions that control what they can view, create, and manage. User accounts also support accountability by tracking who performed actions across records.
- Example: A field technician user assigned to complete inspections and upload reports.
Users Dashboard
The Users Dashboard is where administrators manage system access and user accounts. This is where you view your users list, confirm roles at a glance, and open a user profile when you need to update settings or permissions.
- Click Users on the left side panel to open the Users Dashboard.
- A searchable list of users in your system.
- Role and status indicators that help you confirm access levels quickly.
- Clicking a user row opens the User Summary Page.
- Search / Filters help you find users quickly.
- Users List displays all user accounts. Click a row to open the User Summary Page.
- + Add User starts the workflow to create a new user account (based on your permissions).
Visit How to add Users for step-by-step instructions on adding a user.
User Summary Page
The User Summary Page is the workspace for an individual user account. This is where you view profile details, update access-related settings, manage notification preferences, and review user-related work and activity.
- From Users Dashboard, click any user in the list to open their Summary Page.
- A profile section that identifies the user and their role.
- Account controls for notifications and password management.
- User-related work sections such as assigned tasks, files, and recent activity.
User Summary Cards
User Summary Cards provide the tools to manage the selected user account. Use these sections to update profile details, manage security settings, and review work tied to that user.
Profile Details
This section contains the user’s core profile information and identity details. This is where you update profile fields and confirm the user’s role and account context.
- Example: Updating a user’s name, phone number, or avatar after onboarding.
- User identity fields like name, email / login, and phone.
- Avatar / profile photo controls.
- Role and role context (ex: Administrator, Manager, User).
- A directory visibility toggle that controls whether the user appears in internal people lists.
- The card itself does not open a separate page.
Notification Preferences
This section controls how the user receives notifications from R2. Use this to manage alert channels and frequency based on the user’s role and workload.
- Example: Setting task alerts to send Immediately for managers, while keeping field users on a lower frequency.
- Notification channel toggles (ex: email notifications, in-app notifications).
- An email frequency selector (ex: Immediately, Daily, Weekly) based on your configuration.
- The card itself does not open a separate page.
Password
This section is used to update the user’s password and maintain account security. Password updates may require the current password or administrator permission, depending on your setup.
- Example: Resetting a password after a user onboarding issue or security requirement.
- Password fields (current password, new password, confirm new password), based on your permissions.
- An Update Password action.
- The card itself does not open a separate page.
Tasks
This section shows tasks tied to the selected user. Use this to review assignments and confirm what the user is currently responsible for.
- Example: Checking a user’s Active tasks before assigning new work.
- Task list filters by status (ex: Active, Open, Closed, All).
- A searchable task list tied to the user.
- Counts that reflect how many tasks exist in each status.
- Click a task to open the full task view for that individual task where you can view and manage its details.
- Click Tasks in the header to open the full Tasks Summary Page for the user, where you can view and manage the tasks.
Files
This section shows files tied to the user. Use this to store and reference documents related to access, training, and internal operations.
- Example: Uploading certification documents or training completion records for the user.
- Most recent file tied to the user, including file name, category, file type, and size.
- A visibility badge showing the file’s access level: Public, Internal, Private, or Link Only.
- Click the file to open the full file view for that specific file, including its details.
- Click Files in the header to open the full Files Summary Page for the user, where you can view and manage the files.
Activity
This section shows recent activity tied to the selected user. Use this to confirm user actions and maintain accountability across your system.
- Example: Reviewing a record of updates made by the user, including status changes and record edits.
- Recent activity entries tied to the user (what changed, who performed it, and when).
- Status indicators and action context, based on your system configuration.
- Supporting metadata such as time / date and IP address (when enabled).
- Click Activity in the header to open the full activity list for the user.
