Mobaro

Logan Bowlby

Manage users, access, sign-in, notifications and organization settings.

Manage your workspace

Transfer open work, check future routing and disable departing seasonal Users while keeping their setup for a possible return.

Close out a seasonal team’s Mobaro access

Prepare an import list, separate existing accounts from new Users and agree group membership and sign-in before a bulk onboarding request.

Prepare a bulk User import with Mobaro Support

Update an existing User’s sign-in email and check account permissions, duplicate-address errors and SSO before handing it back.

Change a User’s email address

How Super Users impersonate a User on the web or in the app, who can't be impersonated, what changes while impersonating, and how to end it.

Impersonate a User to see what they see

How to ask Mobaro to remove Super User status or disable a Super User, who can ask, and what changes afterwards.

Deactivate a Super User

How to ask Mobaro to make someone a Super User in your organization, what to include in the request, and what happens after activation.

Activate a new Super User

Disable a User to pause access, delete them to remove them from your organization, or re-enable them, and what each action changes.

Deactivate a User

Create a User in Mobaro: who can do it, email and sign-in rules, and how Roles, User Groups and Locations are assigned.

Create Users in your organization

Add, update and deactivate users, including seasonal staff and Super Users.

Create and manage users

What a User Group Administrator can and can't do: edit the group, manage and disable members, who they can add, and why removing a member ends control.

Manage User Groups as an Administrator

Set up a named external worker in your organization, assign only the intended work and remove their access when the job ends.

Give contractors access to scheduled Checklists

Connect a department’s User Groups, Locations, Checklist editors and assigned work without granting organization-wide editing access.

Set up a department in Mobaro

Check sign-in, team membership, Locations and assigned work before a new colleague starts using Mobaro.

Verify a User’s access before their first shift

How to make Users members of a Location, directly, through a Location Group or a User Group, and how to check or remove membership.

Give Users access to a Location

Let one User Group assign work to another without joining it, configure delegation and troubleshoot missing assignee options.

Set up delegable User Groups

Roles decide what a User can do; User Groups decide who they work with and where. Compare the two and learn when to use each.

User Groups and Roles compared

Create User Groups, add members, Administrators and Locations, set delegable groups and assignability, and delete groups safely.

Create and manage User Groups

Organize teams and give people access to the Locations and work they need.

User Groups and Location access

Create and customize Roles to control the actions Users can perform in your organization.

Create and customize Roles

Which Role permissions to give for building Checklists, managing Schedules and handling Results, and what Roles don't control.

Manage permissions for Checklists, Schedules and Results

Create a Role, tick the permissions a job needs, give it to Users or User Groups, and edit or delete Roles safely.

Set up Roles to manage permissions

How Super Users, Roles, Location membership and User Groups combine to decide what each User can do and which Locations' data they see.

Mobaro access: Super Users, Roles and Location membership

What a Role is in Mobaro, what it controls and doesn't, and how Roles combine across Users, User Groups and organizations.

Roles overview

What the Locations and Location Groups Role permissions allow, what Locations › View shows and doesn't, and when to use it.

Location permissions reference

Find Role permissions for each area, including Inventory actions, Location limits, movement Reports and currency configuration.

Role permissions reference

Keep Mobaro Roles tight: build them around jobs, know what a Role can't limit, watch high-impact permissions and review Roles regularly.

Role management best practices

Compare Super User access and Roles, and decide which one each person in your organization needs.

Choose between Super User access and Roles

Learn what a Super User can do, which actions require Super User access and where that access stops.

Super User access overview

Choose an access model, configure Roles and understand permissions across Mobaro.

Roles and permissions

Set up the SSO add-on with Microsoft Entra ID, check access settings, invite a pilot group, and test sign-in before rolling it out.

Set up single sign-on (SSO) with Microsoft Entra ID

The five kinds of Categories in Mobaro — Assignment, Checklist, Question, Downtime and File — where to create each and what they filter.

Use categories as customized filters

Set mobile app behavior for your organization and use App Area Availability Rules to hide home screen tiles for User Groups, including how rules combine.

Configure mobile app settings and area availability

Choose what turns a Location red on the Location Overview, in the mobile app and in RideOps, and who can see why a Location is red.

Configure readiness colors on the Location Overview

Require single sign-on on a User Group to invite its members to SSO, track Queued, Pending and Accepted invitations, and know what changes for them.

Control SSO access with User Groups

Learn where Mobaro displays your organization's branding and how to request changes to its logo and colors.

Customize your organization's logo and colors

Configure SSO, app availability, branding and organization-wide settings.

Sign-in and organization settings

Compare organization-wide defaults with each User's Notification settings, and learn which updates arrive by email or push notification.

Organization and personal Notification settings

Compare default and personal Notification settings, email and push delivery, and the digest for Missing Results.

Open work updates from the bell, understand where each notification leads and keep read status separate from completing work.

Use the mobile Notification Center

Change default and personal Notification settings in the Backend or mobile app, add email recipients and manage another User's settings.

Manage Notification settings

Review mobile app Profile settings, learn which are saved to your User or device, and understand locked profiles.

Profile settings in the mobile app

Set the language Mobaro's screens use and how dates, times and temperatures appear, in the Backend, the app and RideOps.

Change your language, date, time and temperature formats

Learn how email-first sign-in works in the Backend and mobile app, how to stay signed in and what sign-in messages mean.

Sign in to Mobaro

Change your password while signed in, reset a forgotten one with an emailed code, set another User's password, or change passwords for whole User Groups.

Change or reset your Mobaro password

Manage your profile, formats and notification preferences.

Personal settings and notifications

Find, export, correct or remove personal data in Mobaro when responding to staff GDPR requests.

Manage personal data for GDPR requests

Understand Mobaro's role as a GDPR data processor, its Data Processing Agreement, hosting arrangements and use of subprocessors.

How Mobaro complies with GDPR

Find the subprocessors, subcontractors and Mobaro Group entities used to provide Mobaro services, and how new subprocessors are engaged.

Subprocessors and subcontractors

Find information about data protection, GDPR and Mobaro service providers.

Privacy and data protection

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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