Introducing Custom User Categories in WorkPal

WorkPal has introduced a powerful new feature designed to make user management and operational oversight easier than ever for desktop users. With this enhancement, administrators can now create and assign “Categories” to mobile users, providing a flexible way to organise your workforce based on roles, teams, departments, or specific functions within your organisation.

Why This Matters:
For organisations with a mobile or diverse workforce, keeping track of who is doing what, where, and when can be challenging. Custom Categories give you a simple and effective way to structure your user base so you can quickly find the right people for the right job.

How It Works:

  • Administrators create categories that reflect your organisation’s structure or operational needs.

  • Users can then be assigned to these categories based on their role or team.

  • Categories are fully customisable, allowing you to define them in a way that best fits your business.

Examples of Use:

  • Role-based categorisation: “Plumbers,” “Engineers,” “Electricians.”

  • Team-based categorisation: “Team 1,” “Team 2,” “Team 3.”

  • Department-based categorisation: “Maintenance,” “Field Operations,” “Quality Control.”

This flexibility ensures that no matter how your workforce is structured—whether field service teams, internal maintenance staff, or contractors across multiple locations—you can organise users in a way that supports clear communication, efficient task assignment, and better overall management.

Setting up "User Categories"

If you would like this feature please reach out to the support team and we will get it switched on for you! Once this has been done 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.