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ADMIN PANEL
Set which portal cards each role sees by default. Changes apply immediately to all existing users in that role. Admin always gets all cards.
💡 Use Apply to All on any role to force-sync all existing users to that role's current defaults.
👤 Identity
The welcome email goes here, since they cannot reach their work inbox until day one. Leave blank to send to the work address.
🏷 Role & Reporting
Shows on the technician's profile. Technicians only.
📋 Employment
Goes in the welcome email that sends on submit.
Non-Exempt (hourly)
Toggle for salaried/exempt employees
Time Clock System
BuildOps users won't see the ALMCOE Time Clock card (admin only)
🚗 Company Vehicle
User is assigned a company vehicle
MOBILE PHONE
WORK PHONE
HOME ADDRESS
📱 Company Phone
User has been issued a company phone
📟 Company Tablet
User has been issued a tablet or iPad
🔲 Portal Card Access
Based on role defaults. Toggle individually as needed.
Accent Color
Font Style
🖼
Click to upload PNG, JPG, or SVG
Everything else in the email comes from the person's profile: employee ID, supervisor, PTO, assigned equipment and vehicle VIN. Orientation is always 4050 Cresthill Road, Dallas at 9:00 AM.
Open in Outlook downloads a draft; click it and Outlook opens the finished message ready to send. The password here is only written into the email, so set the real one with the PW button on their user card.
Sending: the draft opens in your own Outlook account, so it goes out from you and replies come back to you. The supervisor is copied automatically.
TURNOVER ARCHIVE
Terminated employees. Edit reasons or restore below.
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