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Creating & Managing Mobile App Users

This article outlines the steps required to create Mobile App 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.


> Creating Dashboard Users: Dashboard users can be created via the dashboard in a similar flow outlined below (learn more here) 

👉🏼 Manage Employees Tab: Note that this section is not for creating users.  This section is used to add, edit or create employee profiles for Hand Scanning.  Your HandScanner must have "Employee Codes" enabled for these codes to be used. Learn more here.

Basic 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 App 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.  This article is following the "App Access" route.
      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 Job & Location Permissions
      1. Role & Location Assignments: This controls assigns access to the user and pairs their role a location(s).
      2. Add New Role: 
        • Job 'Role': Defines the set of permissions available to the user within the app.

        • Location(s): If the location you are looking for is not available, it is not associated with the customer you selected.

          Screenshot 2025-12-05 at 1.37.23 AM
        • Additional Permission Set: Not required

          *If you want to select multiple locations, expand the locations listed under the selected customer and click the Select All checkbox. 

          Screenshot 2025-12-05 at 1.43.51 AM
  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