We have introduced a powerful feature to the Workpal platform, aimed at improving user management and operational visibility for desktop users. This latest enhancement allows administrators to create and assign custom "Categories", which can be used to group mobile users according to specific roles, departments, teams, or functions within your organisation.

For instance, users can now be categorised under titles such as “Plumbers”, “Engineers”, “Electricians”, or grouped by teams such as “Team 1”, “Team 2”, and “Team 3”. This flexible structure empowers you to tailor the categorisation to suit the unique requirements of your business, whether you're managing a field service workforce, coordinating internal maintenance teams, or organising contractors across multiple job sites.

This functionality is particularly beneficial for organisations with a diverse and mobile workforce performing a wide range of tasks.

How to turn "User categories" on

 

To turn on the "user categories" option follow the steps below. Click the WP logo located at the top right corner of the screen.

  • From the dropdown menu, select Preferences.

  • Select General Settings

From here, scroll down to the users section near the bottom of the page and then select "on" for the "user categories" option. 

 

Setting up "User Categories"

Now that you have turned "user categories" on, You will then go to the User tab and from here you will now see the new "Mobile Categories" section when viewing mobile users and "desktop categories" when viewing desktop users.

Simply click "Add category" 

 

Enter a "Name", This will be the name of the category you are creating  for example "Team 1"

You can also enter a "description" for this category, This can detail duties for users in this category, Shifts or any other company relevant information you wish.

Finally, You will need to select the users you wish to assign to this category, You can do this by ticking the names of the user you are wishing to put into this category.

Now that you have selected who you want to be in this category you simply need to click Create. Once you have done this, return to the Users tab and you will see the new category that you have created shown like below.

 

These created categories can also be viewed within the "Scheduling" tab.

Once you are viewing the schedule you will notice a new "drop down". You can select a category from here.

When you choose a specific category, the schedule automatically filters to show only the mobile users in that group. This makes it much easier and faster to assign jobs—no more scrolling through a long list to find the right person. Sorting users into categories helps keep everything organized, improves visibility, and makes it simpler to manage workloads and plan efficiently.

Editing a category

To edit a one of the categories, From the users tab, simply click on the category you are wanting to edit, Look to the bottom left corner of the screen and you will see an "Edit category" button. Click this and it will take you the same page that you created the category with, you can change the name of the category, the description and who is assigned to this category and click "Update" to save your changes.