Use the search bar to find specific users by name or account details.

Actions available from the Users list view.

The Access tab controls user login credentials, system access level, Personnel linkage, and permission assignments.

User Details

User Access Type

Displays the user's system access level. Use the "?" icon → Setup/Subscription → Manage My Subscription feature to add additional seats or packages.

Access Roster

The Access Roster displays all assigned module permissions and security settings for this user. Use the "≡" icon to access management options.

The Preferences tab configures user interface settings, default views, and notification methods.

Settings

Alert Notifications

The Usage tab tracks user activity and system actions for auditing and monitoring purposes.

The Alerts tab displays all alert notifications received by this user, organized by module and date.

Search and filter the complete library of 481 access permissions across 83 modules.

View complete information about a selected access permission, including its purpose, type, and related system components.

Displays all users currently assigned this access permission. Use this view to audit who has specific permissions and manage access control.

Displays all access profiles that contain this permission. Useful for understanding which role-based profiles include specific access rights.

View and manage all access profiles. Profiles are permission templates that can be assigned to multiple users with similar roles.

Configure profile details, assign users, and manage the permission set included in this profile.

Profile Details

Users Tab

Displays the list of users currently assigned to this profile. Assigning users to a profile automatically grants them all permissions included in the profile.

Access Tab

Displays the list of active permissions included in this profile. Configure which module access, security permissions, and alert permissions are part of this template.

1. Navigate to Settings → Users / Access
2. Click the "+" Button in the Users list
3. Enter the account name and password (First and Last Name recommended)
4. Click Submit to save the user account
5. With the user selected, switch to the Access mode on the right-hand side of the screen
6. Locate the User Access Type section and select the appropriate access level (TRUE, TRUE Limited, or TRUE Field)
7. Link to a Personnel record if using HR or time tracking features
8. Configure initial permissions using the Access Wizard or assign an existing Profile

1. Navigate to Settings → Users / Access
2. Select the user from the Users list
3. Click the Access tab
4. Use the Access Roster to manually check/uncheck individual permissions, or click the "≡" Icon and select Access Wizard for guided setup
5. Changes are saved automatically as you modify permissions

1. Navigate to Settings → Users / Access
2. Select the user you want to disable
3. Click the "≡" Icon in the Access tab
4. Select Enable/Disable
5. Confirm the action

Disabling a user prevents system access while preserving all user data, activity history, and permission settings. This is useful for temporary deactivations or when employees leave the company.

1. Navigate to Settings → Users / Access
2. Select the user whose permissions you want to copy
3. Click the "≡" Icon in the Access tab
4. Select Duplicate
5. Enter new user information (Username, Name, Email)
6. All access permissions from the original user will be copied to the new account

Linking user accounts to Personnel records enables integration between system access and HR data. This connection is required for:

• Time tracking: Associates time clock punches with the correct employee
• Payroll: Links system activity to payroll records
• Scheduling: Assigns schedules to field personnel
• Assignment filtering: Filters records by user's facility or division
• Work tickets: Assigns field tasks to crews

1. Navigate to Settings → Users / Access → Profiles tab
2. Click the "+" Button
3. Enter a Name for the profile (e.g., "Project Manager", "Field Crew", "Accounting")
4. Add a Description explaining what role this profile is designed for
5. Click the Access tab within the profile
6. Select all permissions that should be included in this profile
7. Save the profile

Once created, this profile can be assigned to multiple users, automatically granting them all included permissions.

1. Navigate to Settings → Users / Access → Profiles tab
2. Select the profile you want to assign
3. Click the Users tab within the profile
4. Add users to this profile

All permissions in the profile will be automatically granted to assigned users. If you modify the profile's permissions later, those changes will apply to all users assigned to the profile.

Both methods are valid, but profiles offer significant advantages for most organizations:

Use Profiles When:

• You have multiple users with the same role (e.g., multiple project managers)
• You want to maintain consistent permissions across similar users
• You need to update permissions for an entire group at once
• You're setting up a new user with a common role

Use Manual Permissions When:

• The user has a unique role with custom permission requirements
• You need to grant one-off exceptions to a standard profile
• You're creating an administrator account with full access

Alert notifications are controlled by both user preferences (delivery method) and access permissions (which alerts to receive).

Step 1: Set Delivery Method

1. Navigate to Settings → Users / Access
2. Select the user
3. Click the Preferences tab
4. Scroll to Alert Notifications section
5. Enter Mobile Number for SMS alerts
6. Enter Email for email alerts
7. Select delivery Method (SMS, Email, Both, or None)

Step 2: Enable Alert Permissions

1. Click the Access tab
2. Scroll through the Access Roster to find alert permissions (they typically start with "Alert when...")
3. Check the boxes for alerts this user should receive
4. Changes save automatically

1. Navigate to Settings → Users / Access
2. Select the user
3. Click the Preferences tab
4. Configure desired settings (Dashboard Type, Calendar View, Language, etc.)
5. Changes save automatically

1. Navigate to Settings → Users / Access
2. Select the user whose activity you want to review
3. Click the Usage tab
4. Set the desired Date Range
5. Review activity records showing timestamps, modules accessed, and actions performed
6. Use Filter to narrow results to specific modules or actions
7. Export records if needed for auditing purposes

1. Navigate to Settings → Users / Access
2. Select the user
3. Click the Alerts tab
4. Set the desired Date Range
5. Review all alerts sent to this user, organized by module and time
6. Use Filter to narrow results to specific modules or alert types

This is useful for verifying that users are receiving expected notifications or troubleshooting alert delivery issues.

Access to the Users/Access module is controlled by user permissions. If you cannot see or access this module:

1. Contact your system administrator
2. Request the Module Access (Users / Access) permission (ID #63)
3. Once granted, you'll find the module in Settings → Users / Access

TRUE uses three types of access permissions to control system access and functionality:

Module Access (72 permissions)

Controls whether a user can access a specific module. Users must have module access before any security or alert permissions for that module will work. Example: "User can access the Jobs module in the Jobs workflow" (ID #896).

Security Permissions (342 permissions)

Controls specific actions within modules, such as creating records, deleting data, modifying IDs, or accessing specific features. Example: "User can delete a Job" (ID #1457) or "User can create new Bills" (ID #753).

Alert Permissions (67 permissions)

Controls which notification alerts a user receives. Example: "Alert when Jobs are Completed" (ID #1636) or "Alert when Bills are Due" (ID #591).

1. Navigate to Settings → Users / Access → Access tab
2. Use the Search Bar to find permissions by name or description
3. Or use Filter Button to narrow by type:
   • Only Modules: Shows module access permissions only
   • Only Alerts: Shows alert permissions only
   • Specific Module: Shows all permissions for one module
   • Specific Workflow: Shows all permissions for one workflow
4. Click on a permission to see its details, Reference ID, and which users/profiles contain it

The Access Wizard is a guided permission setup tool that walks administrators through common permission configurations.

When to Use the Access Wizard:

• Setting up a new user account with standard permissions
• You're unfamiliar with which permissions are required for a specific role
• You want to quickly apply a recommended permission set

When to Use Manual Permission Assignment:

• You need granular control over specific permissions
• Creating custom permission sets not covered by wizard templates
• Making targeted adjustments to existing permissions

Access the wizard by selecting a user, clicking the "≡" Icon in the Access tab, and choosing Access Wizard.

TRUE (Full Access Seats)

Full system access with ability to access all modules based on assigned permissions. Typically used for office staff, managers, administrators, and users who need comprehensive system access.

TRUE Limited (Restricted Access Seats)

Restricted access TRUE user seat with limited module permissions. Ideal for users who only need access to specific modules or features. More cost-effective than full TRUE seats.

TRUE Field (Mobile App Access)

Requires TRUE Field package. Enables TRUE Field mobile app access for field crews. Designed for personnel who primarily work on job sites and need mobile access to schedules, work tickets, time tracking, and job information.

The Record Access Override permission (ID #250) allows a user to override record-level access restrictions in any module, even if they are specifically restricted from viewing those records.

• Bypasses "View Assigned Only" restrictions
• Overrides "Modify Record Access" settings on individual records
• Grants access to all records regardless of assignment or restrictions