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Creating & Managing Dashboard Users

This article outlines the steps required to create Dashboard Users on the PathSpot Dashboard

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.

> Manage Employees Tab: This section is used to add, edit or create profiles on the HandScanner.  Your HandScanner must have "Employee Codes" enabled for these codes to be used. Learn more here.

> Creating App Users: App users can be created via the dashboard in a similar flow outlined below (learn more here) or you can create them directly on the app (Learn more here)created through the same flow outlined below with a few key differences.  

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”  in the top left corner (teal button) under the Manage Users tab.

  2. Top Section "User Profile" Fields

    • Email (required)
    • Title (not required)
    • First Name (Required)
    • Last Name (Required)
    • Phone (not required)
    • Preferred Temperature Unit (C or F)
    • Preferred Communication Method: SMS (US) WhatsApp (International)
  3. Middle Section " Assigned Roles & Permissions"
    1. After creating your user, this section will populate with the dashboard and mobile app roles assigned to them. You can also view this information for existing users by navigating to View All Users > Detail

  4. Bottom Section "Edit Roles & Permissions"
    1. STEP 1: After completing the top section, select the customer you want to associate the user (+ Add Customer). Note that the toggle in the top left of this section allows you to grant access to either the PathSpot Dashboard or the PathSpot Mobile Application.
      1. PowerDashboard is typically assigned to program owners and managers. It provides access to executive-level functions, brand data, and reporting.
      2. The Mobile App is primarily used for completing tasks, printing labels, and capturing point-in-time temperatures. Refer to the hyperlinks above for more information.
      Click in the dropdown field to select your customer.  If you have access to multiple customers and do not see the one you are looking for please reach out to PathSpot support
      Screenshot 2025-12-04 at 11.24.26 PM
    2. STEP 2: Add Administrative & Location Permissions
      1. Administrative Role (Customer Level Permissions): This controls user management capabilities within your brand i.e. managing, creating and editing program level functions system wide.
      2. Role & Location Group Assignments (Location Level Permissions): This controls what users can do within the dashboard or app i.e. what tasks or data they can view, download, complete edit.
        1. All Role Permissions associated to the selected role will populate once selected. Note that you can grant the role access selected to multiple location groups at the same time.  

          Screenshot 2025-12-04 at 11.33.34 PM
  5. Click Save and wait for the success message in the top right corner

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

> You can also submit a form to our support team Here

VIDEO GUIDANCE FULL PROCESS 

 

Editing an Existing User

  1. Navigate to Manage Users > View All Users.

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

  3. Find the section you want to edit (User Profile, Edit Roles & Permissions)

    • Adjust the field or dropdown you wish to edit

  4. Scroll to the bottom and click Save.

🔒 Note: Removing Customer / Location access can only be adjusted by PathSpot Support.

 

Additional Resources