Overview
Office user profiles let you record contact and emergency contact info, employment details, driver license info, background check dates, payroll details, and notes for each office user account.
The page uses the same tabs and field structure as crew member profiles, so you can manage office and crew employee information in a consistent place.
Before You Start
You need access to Settings, then Company Settings, then User Management to view or edit office user profiles.
How To Do It
Go to Settings, then Company Settings, then User Management.
Click an existing office user to open the profile, or click Add User to create a new one. The edit page opens on the General tab.
In the Contact Info card, enter the user's Name, Title, and Email.
Enter a Mobile number and an Office phone number.
Enter the contact address using the Street, City, State/Province, and Zip/Postal Code fields.
In the Emergency Contact card, fill in Name and Relationship, then enter the emergency contact's address using the Street, City, State/Province, and Zip/Postal Code fields.
Add one or more emergency phone numbers. Pick a Type (Mobile, Home, Office, or Other) for each phone. Click the plus icon to add another.
Click the Employee Info tab to open it.
In the Employment Info card, choose a Role, enter the Employee Number, and pick a Branch (if the field appears for your account).
Pick an Employment Type (Employee or Contractor) and an Employment Schedule (Full time, Part time, Seasonal, or Not Set).
Enter the Hire Date, Termination Date if applicable, and Date of Birth.
Upload an Employee Profile Photo if desired.
In the Driver License Info card, enter the Drivers License Number, License Class, Driver License Expires date, and Physical Expiration Date.
In the Background Check Info card, enter the Last Background Check date and the Next Background Check date.
In the Payroll Detail card, choose a Pay Type (Hourly, Salary, Commission-only, or Hourly + Commission) and select a Review Date.
Click Save. The page confirms your changes and keeps the information when you switch to another tab.
To add notes for the office user, click the Notes tab. You can add, edit, pin, unpin, or delete notes from this tab.
Key Details and Notes
Note: All changes apply to the office web app only.
The Notes tab is available for office users in the same way it has been for crew members.
The Branch field is hidden for accounts that use the Mover Association feature.
For office user setup steps that fall outside the profile, including password management and removing users, see the Admin FAQs.
Best Practices
Keep address fields filled in completely so reports and dispatch tools display the right information.
Record both the Last Background Check and Next Background Check dates so your team can plan the next check before it is due.
Pin important notes so they appear at the top of the Notes tab.
Use a consistent Title field across users so customer-facing portals display the right titles for sales reps.