How to Add/Create a New User in Moab

Last updated: October 15, 2026

Prerequisites:

Before creating a user account, confirm the following:

The person creating the account has the Admin role. Only Admins can create users, assign roles, and create custom roles. 

User roles can be assigned globally (every location) or scoped to one branch, so decide which applies before starting.

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Step-by-Step: Creating the User

Open the Users page

  1. Click Settings in the left sidebar.

  2. Select Business. Then, open the Users tab. The page lists every active user in the business.

Start a new user

  1. Click Create user in the upper right of the Users page. The Create user panel opens.

Enter the user’s details

  1. Fill in the fields in the panel:

Field

What to Enter

First name / Last name

The user’s name as it should appear on orders, routes, and activity logs

Email

The user’s work email address. This is the sign-in identity and must be unique

Phone

Optional. Used for text notifications and for the user’s contact details on documents

Manager

Optional. The user’s supervisor in Moab, used for approval routing

Delivery driver

Turn on if the user will be assigned to routes in Dispatch and should appear in driver pickers

Commission matrix

Optional. The primary (and secondary, if used) commission matrix applied to the user’s sales

Telematics/Samsara driver ID

Optional. The driver ID from the telematics provider, if the business links drivers to vehicle data

Custom fields

Any business-specific user fields configured under Settings

Assign roles

  1. In the Roles section, add at least one role. For each role, choose the role name (Admin, Manager, Driver, or a custom role) to apply the role at globally, or choose a specific branch or location group to limit it. A user can hold different roles at different branches, so add more rows as needed.

Save the user

  1. Click Create.