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Creating & Managing Users on the PathSpot PowerDashboard

Attached at the end of this article is also a video that guides you through the process of creating users.  You can also request assistance from our support team by emailing support@pathspottech.com 

 

Prerequisites

Before proceeding, ensure:

  • You have an active PathSpot account.

  • You have the appropriate permissions (Admin or Manager roles typically have access to these features).

Accessing the User Management Tools

  1. Navigate to pathspot.app in any web browser.

  2. Log in with your credentials.

  3. On the left-hand navigation menu, select “Manage Users.” Under this tab, you'll see two primary options:

    • Create Users – Grants dashboard access to a new user.

    • View All Users – Allows you to edit existing user accounts.

> Manager Employees – For scanner-only access (covered in a separate help article).

> App Users – This is not live and pertains to creating access to the PowerTask mobile application.See PowerTask articles for more information 

User Roles Overview

By default, locations will typically start with three basic dashboard roles (custom roles can be created upon request):

  • Admin: Full access to all features and settings.

  • Manager: Can view all data and reports; can sign off on reports.

  • Employee: View-only access.

Creating a New User

  1. Click “Create Users” under the Manage Users tab.

  2. The form will pre-fill with your email address. Delete it and enter the email address of the user you want to add.

  3. Select your Customer and Location Group from the dropdown menus.

    Note: If you only manage a single property, these two selections will likely be the same.

  4. Click Save.

    ⚠️ Important: The page may take a few seconds to load. To prevent duplicate entries, click “Save” only once. Your changes will reflect shortly after.

Once saved, the user profile will be created with a default role and permissions.

Editing an Existing User

  1. Navigate to Manage Users > View All Users.

  2. Find the user you want to update and click User Details.

  3. In the WebApp Roles & Permissions section:

    • Adjust the user's role.

    • Preview the permission tags tied to that role.

  4. Scroll to the bottom and click Save.

🔒 Note: Location access is viewable at the bottom of the page but can only be adjusted by PathSpot Support.

User_Details

VIDEO GUDIANCE

 

Additional Resources