---
title: User Management Guide
description: Walkthrough of the User Details screen in the Sitemetric app (Admin > Users). Fields are documented in the order they appear on screen. Where a field has operational depth, it links to the relevant SOP or reference page.
---

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1. [Sitemetric Knowledge Base](https://go.sitemetric.com/sitemetric-knowledge-base?hsLang=en-us)
2. [User Access & Accounts](https://go.sitemetric.com/sitemetric-knowledge-base/user-access-accounts?hsLang=en-us)
3. [Reference Guide](https://go.sitemetric.com/sitemetric-knowledge-base/user-access-accounts?hsLang=en-us#reference-guide)

# User Management Guide

## 📋 Internal Guide: Walkthrough of the User Details screen in the Sitemetric app (Admin > Users). Fields are documented in the order they appear on screen. Where a field has operational depth, it links to the relevant SOP or reference page.

 The User Details Screen

![](attachment:b7f195aa-6dd1-4842-ab52-d75227cf27f4:user-details-annotated.png)

Opening a user from **Admin > Users** shows the User Details panel. Most fields are editable via the edit (pencil) icon in the top right. Numbered callouts (1–14) in the screenshot correspond to the field reference sections below.

---

Field Reference

### 1. Profile Photo

Dictated by the photo on the linked worker profile. To change it, update the photo on the worker profile.

### 2. ID

The user's `sitemetricId`. When a user is created, a worker is required — the user ID is tied directly to the worker ID. Clicking the hyperlink takes you to the worker profile.

<aside>  
⚠️

**Deleted worker = broken user.** If the worker is deleted after the user is created, some features may not function correctly and the link needs to be resolved. Resolving means either recovering the ID the user points to, or updating the user to point to a new ID. Both can be done by devs (via a bug ticket) or by super-admins using the super-suite version of Sitemetric AI.

</aside>

### 3. Display Name

Captured from the linked worker ID but editable. This is the name displayed when the user is logged in. Default format: firstName, middleInitial, lastName.

### 4. Email

Can be added on the Add User screen, or is autofilled if an email exists on the worker profile. Adding/changing it on the user does **not** update the worker.

- **Best practice:** make sure the email is on both the worker and the user. The worker email isn't strictly required — it just pre-suggests the email on the Add User screen. If none exists, the Add User screen lets you enter or change to any other email.

### 5. Password

**RESET PASSWORD** button manually resets a user's password from this screen. Not used much in practice — more documentation TBD. Only relevant when Provider is `password`; SSO users authenticate through their identity provider instead.

- Related: [SSO & Troubleshooting](https://app.notion.com/p/SSO-Troubleshooting-22da4174c1684cd780ecddf54e814283?pvs=21)

### 6. User Role

Dictates a standardized set of product features — changing the role changes the feature set assigned. The two most used roles right now are `client` and `DCO`.

### 7. Provider

Dictates how the user logs in. `password` by default, but can be set to SSO for specific organizations. To change Provider for many users at once, use the bulk update flow in Admin > Users.

- Reference: [SSO & Troubleshooting](https://app.notion.com/p/SSO-Troubleshooting-22da4174c1684cd780ecddf54e814283?pvs=21)

### 8. Status

`Active` or disabled. Controlled by the **DISABLE USER** action at the bottom of the panel.

### 9. Product Features

Dictates the available features a user has. These control module access and capabilities throughout the app.

- **Full reference:** [WIP: User Features & Permissions](https://app.notion.com/p/WIP-User-Features-Permissions-e4472cfd033642feafda8635b0b790f7?pvs=21) — includes the role matrix, feature tiers, and glossary of every flag

### 10. Site Access

Also referred to as **"app access."** The sites this user's login can access and view in the app, shown as `Site Name | Site ID` chips.

<aside>  
⚠️

**Don't confuse the two types of site access:**

- **User site access ("app access")** — what this field controls. The sites a user *login* can view in the app.
- **Worker site access ("badge access")** — permissions added to a *worker* that let them scan as granted at a project's physical scanner. Managed in the Workforce module; a user's ability to grant/revoke it is controlled by the `worker-site-access` or `site-workers` feature.  
  </aside>

### 11. Customers

<aside>  
🚨

**BE CAREFUL WHEN SETTING CUSTOMER.** Setting a Customer grants app site access to **all sites** where that customer is set as the customer. Due to updated privacy policies, this should **rarely be used** — only in extreme cases where proper documentation has been received confirming the person is allowed to access all customer sites.

</aside>

Customers also allows a user to view custom attributes on a worker's profile that have been assigned to the customer — but **Tenant should be used in most cases** where someone needs to see this data. The exact boundary between customer-level and tenant-level scoping is not completely defined at the moment.

`None` when the user is not tied to a specific customer.

### 12. Tenant

Not to be confused with Customers — Tenant is essentially the safer half of the above. It allows the user to view custom attributes/data on worker profiles **without** granting broad site access. It can essentially be added to anyone who needs to view custom data.

- **Requirement:** Tenant is required if someone needs to **edit** custom data on a worker via `site-workers` or `worker-custom-attributes`.

Shown as `Tenant Name | Tenant ID`.

---

Actions

### 13. Resend Invite

Allows a user to activate their account if the initial invite expired, or when a new password reset is needed.

### 14. Disable User

Deactivates the account — the user can no longer log in. IT usually handles this, but CX can disable by customer request if informed.

---

Related SOPs & References

- [WIP: User Features & Permissions](https://app.notion.com/p/WIP-User-Features-Permissions-e4472cfd033642feafda8635b0b790f7?pvs=21) — feature flag reference and role matrix
- [Access & Invites (User Accounts & Slack)](https://app.notion.com/p/Access-Invites-User-Accounts-Slack-2f4fc5f52f20809cb271ecca01f829ab?pvs=21) — invite request and approval process
- [Customer App User Account Approvers Matrix](https://app.notion.com/p/28dfc5f52f20805186b3e03dd3b20ac8?pvs=21) — who approves account requests per customer
- [SSO & Troubleshooting](https://app.notion.com/p/SSO-Troubleshooting-22da4174c1684cd780ecddf54e814283?pvs=21) — provider setup and bulk Provider updates
- [New User Creation (admin.sitemetric.com)](https://app.notion.com/p/New-User-Creation-admin-sitemetric-com-912d1979351f44a9a19a7eea15016816?pvs=21) — legacy user creation SOP (verify currency before use)
- [SOP: Black & Veatch (BV) New Site Launch + Project Management](https://app.notion.com/p/SOP-Black-Veatch-BV-New-Site-Launch-Project-Management-376fc5f52f2081318ef8fde45fd994f3?pvs=21) — BV-specific user approval requirements

---

Task Guides (to be built)

- Creating a New User — *stub, to be drafted*
- Bulk User Updates — *stub; interim reference: bulk update steps under `admin-users` in the [permissions page](https://app.notion.com/p/WIP-User-Features-Permissions-e4472cfd033642feafda8635b0b790f7?pvs=21)*
- Offboarding a User — *stub, to be drafted*

---

**Note:** Existing SOPs linked above remain in their current locations. This guide is the navigation layer, not a replacement.

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