> ## Documentation Index
> Fetch the complete documentation index at: https://zuperinc-section23.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# User & Team Settings

<Frame>
  **Navigation**: *Settings -> Users - > Users General Settings*
</Frame>

## **Users & Teams general settings**

* Select the "**Settings**" module from the left panel. Choose the "**Users and Teams**." Select the "**Users General Settings**."

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use21.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=c5352eeb9c17ecc9c4e2a7e4d225a3df" alt="Use21 Pn" width="1919" height="869" data-path="images/use21.png" />

* User Prefix - Enter the default prefix that needs to be added to the user ID.
* Can Field Executive upload files? - Toggle the switch to **Yes** to permit field executives to upload files or **No** to disable this feature.
* Track user location using? - Select **Timelog** from the dropdown menu to enable location tracking via **Timelog**, or choose Timesheet from the dropdown menu to enable location tracking via **Timesheet**.

### **Shift management**

* Can Field Executive edit Shift? - Toggle the switch to **Yes** to permit field executives to edit shift or **No** to disable this feature.

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use22.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=da525d448f47892fcea4750cf8e229c4" alt="Use22 Pn" width="1913" height="872" data-path="images/use22.png" />

### **Wage information**

* Enable hourly labor charges -  Toggle the switch to **Yes** to activate hourly labor charges for your team.
* Default Hourly Labor Charges (**Mandatory**) - Enter the default hourly rate in USD. This rate will apply unless overridden by the Admin or Team Leader at the module level.
* Minimum Roundup Multiple Number (**Mandatory**)  - Set the minimum time increment for rounding labor charges.
* Worker Comp Code - Enter the Worker Compensation Code for your team. This field tracks and reports worker compensation details.
* Burden Rate - Input the burden rate and choose the percentage, multiplier or addition from the drop down menu. This rate accounts for additional costs (e.g., benefits, taxes) applied to labor charges.

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use23.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=afe403dfecafd95a5cee2e248eeaef54" alt="Use23 Pn" width="1910" height="857" data-path="images/use23.png" />

Click the "**Save**" button to save the user's general settings.

## **Team management**

The Team management allows you to create, view, and manage teams efficiently.

**Navigation**: *Settings -> Modules -> Users - > Team Custom Fields*

1. Select the "**Settings**" module from the left panel. Under the "**Modules**," choose the "**Users and Teams**." Select the "**Team Management**."

<img src="https://mintcdn.com/zuperinc-section23/Z6OPyKZNjxPolme9/images/Team1.png?fit=max&auto=format&n=Z6OPyKZNjxPolme9&q=85&s=baa953c1cfbe663488f02588cdcedd1a" alt="Team1 Pn" width="1912" height="867" data-path="images/Team1.png" />

2. Under "**Team Management**," Click the "**+ Create New Team"** button at the top right corner of the page.

<img src="https://mintcdn.com/zuperinc-section23/aukfBnGLLjz4b2cl/images/Team3.png?fit=max&auto=format&n=aukfBnGLLjz4b2cl&q=85&s=02bb0a0ee548a9db5fbafe9f9c641c0b" alt="Team3 Pn" width="1911" height="863" data-path="images/Team3.png" />

3. Fill in the details.

* **Team Name (Mandatory)**: Enter a unique name for your team. This field is required.
* **Team Color**: Select a color for your team from the available options. This helps visually distinguish the team in the list.
* **Timezone**: Choose the appropriate timezone for the team.
* **Team Description**:  Briefly describe the team’s purpose or role.

<img src="https://mintcdn.com/zuperinc-section23/aukfBnGLLjz4b2cl/images/Team2.png?fit=max&auto=format&n=aukfBnGLLjz4b2cl&q=85&s=836da8bc8bd83aed404794e1e3bf7994" alt="Team2 Pn" width="1916" height="868" data-path="images/Team2.png" />

Click "**Create**"  to create the new team.

## **Custom roles**

<Frame>
  **Navigation**: *Settings -> Modules -> Users - > Custom Roles*
</Frame>

1. Select the "**Settings**" module from the left panel. Under the "**Modules**," choose the "**Users and Teams**." Select the "**Custom Roles**."

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use17.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=ea9b27c79e256e257c748233794f28fa" alt="Use17 Pn" width="1907" height="871" data-path="images/use17.png" />

2. Under the Custom Roles section, click the **+ New Role** button.

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use18.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=85f37fe936eb43cc9ebf3e794a282473" alt="Use18 Pn" width="1918" height="870" data-path="images/use18.png" />

3. Under the **Permissions** tab, select a module from the **List of Modules** (e.g., Jobs). Toggle the permissions you want to enable for this role. To grant all permissions for a module, toggle the **Enable All Permissions** switch.

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use19.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=8e25469e11a6135c97f84b7ec0c88a08" alt="Use19 Pn" width="1901" height="867" data-path="images/use19.png" />

4. Under the **Users** tab, select users to assign to this role from the Available Users list. Users can only have one role at a time, so assigning a new role will unassign their existing role. Selected users will appear in the **Users Assigned** section.

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use20.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=f517c75b55b221ee48330eb36d451566" alt="Use20 Pn" width="1918" height="876" data-path="images/use20.png" />

Click "**Save Role**" to create the custom role.

## **User custom fields**

<Frame>
  **Navigation**: *Settings -> Modules -> Users - > Users Custom Fields*
</Frame>

1. Select the "**Settings**" module from the left panel. Under the "**Modules**," choose the "**Users and Teams**." Select the "**User Custom Fields**."

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use10.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=758f56198bec45bfcf6f34109ccd7946" alt="Use10 Pn" width="1916" height="874" data-path="images/use10.png" />

Text

* Single-Line Input: This allows you to create a field to enter a single line of free text.
* Multi-Line Input: This allows you to create a field to enter multiple lines of free text.

Date

* Date Input: This allows you to create a field to select a specific date from a calendar.
* Time Input: This allows you to create a field where you can select a specific time.
* Date Time Input: This allows you to create a field where both date and time can be selected.

Selection

* Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
* Multi-Selection: This allows you to create check boxes where the provided options can be checked.
* Drop-Down: This allows you to create a drop-down field with the required list of options.

Media

* Upload: This allows you to create a file input field to upload files.

Misc

* Look up : This allows you to create a file input field to look up the products from the parts and services module.

<Note>
  Note: You can also control the behavior and visibility of each field using the following options:

  * Mark as Required Field -  Makes the field mandatory to fill out before submitting the form.
  * Mark as Read Only—This option makes the field non-editable; users can view the value but cannot modify it.
  * Mark as hidden field- This hides the field from all users; it will not appear in the form interface.
  * Hide to FE/Technician- This option makes the field invisible to technicians or front-end users during form access.
</Note>

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use13.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=93bff55519e359b92e8984e8987249e3" alt="Use13 Pn" width="1918" height="867" data-path="images/use13.png" />

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use11.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=fe35f9af139db875f898afb7d93f76df" alt="Use11 Pn" width="1913" height="869" data-path="images/use11.png" />

Click “**Create New**” to create the “**Custom Field**” group.

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use12.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=4797688134ff370361ca122d3c729f82" alt="Use12 Pn" width="1913" height="869" data-path="images/use12.png" />

## **Team custom fields**

<Frame>
  **Navigation**: *Settings -> Modules -> Users - > Team Custom Fields*
</Frame>

1. Select the "**Settings**" module from the left panel. Under the "**Modules**," choose the "**Users and Teams**." Select the "**Team Custom Fields**."

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use14.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=0ad686b59b80755d837054526af609cd" alt="Use14 Pn" width="1916" height="874" data-path="images/use14.png" />

Text

* Single-Line Input: This allows you to create a field to enter a single line of free text.
* Multi-Line Input: This allows you to create a field to enter multiple lines of free text.

Date

* Date Input: This allows you to create a field to select a specific date from a calendar.
* Time Input: This allows you to create a field where you can select a specific time.
* Date Time Input: This allows you to create a field where both date and time can be selected.

Selection

* Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
* Multi-Selection: This allows you to create check boxes where the provided options can be checked.
* Drop-Down: This allows you to create a drop-down field with the required list of options.

Media

* Upload: This allows you to create a file input field to upload files.

Misc

* Look up: This allows you to create a file input field to look up the products from the parts and services module.

<Note>
  Note: You can also control the behavior and visibility of each field using the following options:

  * Mark as Required Field -  Makes the field mandatory to fill out before submitting the form.
  * Mark as Read Only—This option makes the field non-editable; users can view the value but cannot modify it.
  * Mark as hidden field- This hides the field from all users; it will not appear in the form interface.
  * Hide to FE/Technician- This option makes the field invisible to technicians or front-end users during form access.
</Note>

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use15.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=9c7a1d880ad27f54ad04b8c0cead1a7f" alt="Use15 Pn" width="1917" height="864" data-path="images/use15.png" />

Click “**Create New**” to create the “**Custom Field**” group.

<img src="https://mintcdn.com/zuperinc-section23/2lDl8FkSaJpfIaPC/images/use16.png?fit=max&auto=format&n=2lDl8FkSaJpfIaPC&q=85&s=15164a292b11db2770379b7ff8b16e3c" alt="Use16 Pn" width="1917" height="864" data-path="images/use16.png" />

The Users and Teams module enables organizations to fine-tune user roles, permissions, and workflows, thereby optimizing field operations and delivering exceptional customer experiences.

## FAQs

1. **Location Access in the Zuper iOS App**

Location access and tracking are available only when the "**Timesheet**" option is active. The[ work hours ](https://docs.zuper.co/Settings/Users_Teams/Users_Creation#work-hours)and[ location tracking](https://docs.zuper.co/Settings/Users_Teams/Users_Creation#work-hours) should always be set to "On".

### Directly via iPhone Settings

1. Open your iPhone Settings. Tap **Location**.
2. On the Location screen, select **Always**

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/JYgzSDtQMIN9yYRT/images/loc-upd3-portrait-3.png?fit=max&auto=format&n=JYgzSDtQMIN9yYRT&q=85&s=8ad6f5a545e37345af733eaf50786646" alt="Loc Upd3 Portrait 3" width="390" height="768" data-path="images/loc-upd3-portrait-3.png" />
</Frame>

2. It is recommended to use "**Always**" option.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/JYgzSDtQMIN9yYRT/images/loc-upd2-portrait.png?fit=max&auto=format&n=JYgzSDtQMIN9yYRT&q=85&s=a81c3e0022309c7706bff48c0f08cdb0" alt="Loc Upd2 Portrait" width="390" height="768" data-path="images/loc-upd2-portrait.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/OLSMQOFMhi7KJPq1/images/image-1.png?fit=max&auto=format&n=OLSMQOFMhi7KJPq1&q=85&s=af6663004ecf1ca8a11b50f96b755001" alt="Image" width="1051" height="481" data-path="images/image-1.png" />
</Frame>

<Note>
  **Note**: Location is used solely for tracking job, user, and customer ETAs — not stored beyond operational needs.
</Note>

Make sure **Precise Location** is toggled **ON** (green) so Zuper can send accurate GPS coordinates for job status updates and customer ETAs.

2. **Location Access in the Zuper Android App**

Location access and tracking are available only when the "**Timesheet**" option is active. The[ work hours ](https://docs.zuper.co/Settings/Users_Teams/Users_Creation#work-hours)and[ location tracking](https://docs.zuper.co/Settings/Users_Teams/Users_Creation#work-hours) should always be set to "On".

### Directly via Android Settings

1. Open your Android Settings. Tap **Location**.
2. On the Location screen, toggle on. It is recommended to use the "**Always**" option.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/JYgzSDtQMIN9yYRT/images/loc-upd5-portrait.png?fit=max&auto=format&n=JYgzSDtQMIN9yYRT&q=85&s=fd54dc456593b4563517210f09aaf68d" alt="Loc Upd5 Portrait" width="390" height="739" data-path="images/loc-upd5-portrait.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/JYgzSDtQMIN9yYRT/images/loc-upd4-portrait-1.png?fit=max&auto=format&n=JYgzSDtQMIN9yYRT&q=85&s=4604ddfad81e759ac92ffddc96c8813f" alt="Loc Upd4 Portrait 1" width="390" height="739" data-path="images/loc-upd4-portrait-1.png" />
</Frame>

<Note>
  **Note**: Location is used solely for tracking job, user, and customer ETAs — not stored beyond operational needs.
</Note>
