Users & Roles

Overview

Users and Roles allow you to control who can access your CleanOps Pro system and what they can do within it. Each user is assigned a role that determines their permissions.

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Accessing User Management

Navigate to Administration > Users from the sidebar menu. Only administrators can access this section.

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Understanding Roles

CleanOps Pro has three main roles:

Role	Permissions
Administrator	Full system access Manage all users and roles Configure system settings View audit logs Access all reports and data
Supervisor	Manage clients, sites, and jobs View and edit team schedules Approve timesheets Run reports Cannot manage users or settings
Cleaner	View assigned jobs only Clock in and out Complete tasks View own timesheets Limited access to client details

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Creating a New User

1. Go to Administration > Users
2. Click Add User
3. Enter the user's details:
   • Name, email, and phone
   • Select their role
   • Set a temporary password
   • Set status to Active
4. Click Create User
5. Share the login credentials with the new user

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Editing User Details

1. Find the user in the list
2. Click the Edit button
3. Update the necessary fields
4. Click Update User to save

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Changing a User's Role

1. Edit the user
2. Select a new role from the dropdown
3. Save your changes

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Resetting Passwords

If a user forgets their password:

1. Edit the user's account
2. Enter a new password in the Password field
3. Save the changes
4. Communicate the new password to the user securely

Alternatively, users can use the "Forgot Password" link on the login page.

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Deactivating Users

When an employee leaves or needs account access removed:

1. Edit the user
2. Change Status to Inactive
3. Save your changes

Inactive users cannot log in but their records are preserved.