How to create and manage users in the Un1ty app

User management in Un1ty lets you add new members to your organization, edit their information, and assign them lines and teams. Here’s how to do it.

Prerequisites

To create and manage users, you need to:

• Have access to the Un1ty app

• Be fleet owner (owner)

Access user management

Go to the Users tab

1. Open the Un1ty app

2. Click on the “ Plan ” menu

3. Select the “ Admin ” tab

4. By default, you land in the “ Users ” tab

This screen lets you:

• View all existing users in your organization

• Create new users

Create a new user

1. Start the creation

Click the “ + ” button at the bottom right of the screen.

2. Fill in the required information

You’ll be asked to enter:

• First name of the user

• Last name of the user

• Email address of the user (login email)

3. Confirm the creation

Once all the information has been entered, click on “ Create ”. The new user is now added to your organization.

Edit an existing user

1. Go to the user's settings

In the Admin > Users, click on the user you want to edit.

2. Edit personal information

You can edit:

• The first name

• The last name

• The login email

3. Link a phone line

To assign a mobile line to this user:

1. Click on “ Link a line ”

2. Select the line in question from the list

3. Click on “ Link ”

4. Link a team and a role

To add the user to a team:

1. Click on “ Link a team ”

2. Choose the relevant team

3. Select the user's role in this team:

   • Manager: Management rights on the team

   • User: Standard user

4. Click on “ Link ”

5. Save the changes

Once all the changes have been made, don't forget to confirm your updates.

Delete a user

If needed, you can delete a user by clicking the “ Delete user ” button from the user edit screen.

Warning: This action is irreversible. Make sure you really want to delete the user.

Key points to remember

• Restricted access : Only the fleet owner can create and manage users

• Minimal information : First name, last name and email are enough to create a user

• Flexible assignment : You can link lines and teams after creation

• Customizable roles : Manager or User depending on your needs

• Full management : You can edit and delete at any time

Need help?

If you run into any issues while creating or managing your users, feel free to contact our customer support.

Efficiently manage the members of your Un1ty organization!