How do I add a user or import users from Excel?

Administrators manage user accounts. First decide whether the new user needs mobile access, browser access or both.

1. Open user management and the action for creating a user account.
2. Enter the Name, Email address and required contact details.
3. Add mobile app or admin portal access. Complete the account's required details and select roles.
4. Check the password and confirmation if requested.
5. Select Create new user account. Use the option that sends an email if you also want to deliver sign-in details to the user.

The same person may need different browser and mobile roles. Check both access sections before saving.

To import several users, use the user import Excel template. Keep the column order, select the file and check the preview, particularly email addresses, Mobile account, Manager account and roles. Save only after checking.

To change an existing user, open their details and select Save. Sending sign-in details is a separate save option. Creating an account does not grant access to every device, or Spot; role-based folder permissions determine visibility.