Skip to main content

Create new users in your organization

Add new users to your account and assign them roles, locations, and settings they need to access your platform.

Written by Logan Bowlby

Overview

Adding Users gives your team access to Mobaro so they can complete Checklists, manage Assignments, and receive notifications. During setup you assign Roles and User Groups and tailor each User's settings to their responsibilities. This article covers creating a User and the access you grant in the process.

Users must be Super Users or have one of the following to create Users:

  • Users: Create, or Organization: Administrate

Why this matters: A User's Role decides what they can do and their Location access decides where — both are set here at creation. Getting them right up front means the User can do their job from day one without a follow-up access ticket. See How access works in Mobaro.


Create a User

Go to the Users section

From the Mobaro Backend, go to Users in the sidebar.

Add a new User

Click + Create to open the new User editor on the right-hand panel.

Fill in the required fields

At a minimum, enter the Name and Email address. How the User signs in determines what else is needed:

  • Password sign-in — set a Password (at least 8 characters). Tick Force password change on first login to require they set their own.

  • SSO sign-in — tick Disable Mobaro authentication so the User signs in only through your organization's single sign-on.

Optional fields include External ID (for integrations), phone number, language, and profile image.

Assign Roles, Groups, and Locations

In the Direct Memberships section, assign:

Note: Assigning Roles, Groups, and Locations from the User's profile requires Super User access. Users without it can still grant access — they do it from the other side, by editing the Role, User Group, or Location directly and adding the User there.

Configure advanced settings (optional)

Scroll further to adjust User-specific preferences — RideOps PIN code, notification and app settings, date/time format, and temperature or display preferences — then click Save.


Best practices

  • Assign a Role at creation so the User only has access to what they need.

  • Use User Groups to organize staff by department, team, or region — and to grant Location access at scale.

  • Use consistent naming and email patterns for easier management.

  • Review Roles and Group assignments periodically to keep access tight. See Best practices for role management.


Frequently asked questions

Q: What's the minimum required to create a User?
A: A name and email, plus a password (8+ characters) for password sign-in — or Disable Mobaro authentication for an SSO User.

Q: Can I assign Roles or Locations later?
A: Yes. You can update any User's Roles, Groups, or Locations at any time by editing their profile, or by editing the Role, Group, or Location directly.

Q: What's the "Disable Mobaro authentication" option?
A: It removes the standard password login. Use it only for Users who sign in through SSO.

Q: I'm not a Super User — how do I give someone access?
A: Edit the Role, User Group, or Location directly and add the User there. You don't need to edit their profile to grant access that way.

Q: How do I remove a User's access later?
A: Disable or delete them — see How to deactivate a User.

Did this answer your question?