Add and manage users and their roles
The Users page lists everyone who can log in to Essential. Filter by status - All, Active, Invited, or Deactivated - or search by name or email, and click a row to open a person's details and effective access.
If you hold the Manage Users permission, user management is self-serve from this page:
Add a user. Click Add user, enter their first name, last name, and email, and pick their roles. They receive an invite email to set their password, and show as Invited until they first sign in. You can resend the invite from their detail drawer.
Change a user's roles. Open the user, assign or remove roles, and save. You can only assign roles whose permissions you hold yourself, except Access Mobile — a back-office admin who doesn't hold it can still assign a technician role that includes it, since it marks a billable technician rather than a privilege.
Deactivate or reactivate. Deactivating immediately removes a user's access and clears their roles; if they're a technician, their seat is released too. On the Scheduling page a deactivated technician turns gray, their name reads Name (Deactivated), and once seven days pass with no visits they drop off Scheduling and its View Options list entirely - they still reappear on any date range that holds their past visits. To bring someone back, reactivate them and assign their roles again.
Technician setup
When the roles you pick grant access to the technician mobile app, Essential asks for two more things at that moment:
Color (required) - the color that identifies the technician on the schedule and map. The picker flags colors already in use by another technician.
Starting location (optional) - where they start the day, used to estimate drive time to their first job. Reuse a saved address or enter a new one.
Adding or removing a technician changes your billable technician seats, so those changes are reported to Essential for billing.
Where to find it: Settings -> Users
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