Overview of User Management

User management is efficiently and securely managing user-related activities within the system. Admins can access user management, which involves creating, configuring, and managing user accounts, defining roles and permissions, organizing users into departments or business units, assigning job titles, specifying employee types, and managing user access to various resources. User management ensures access control, streamlines administrative tasks, and maintains a secure and organized system.

You can access the following user management fields:

  1. Users
  2. Roles & Permissions
  3. Departments
  4. Business Units
  5. Job Titles
  6. Employee Types
  7. Locations
Navigate to Settings > User Management.

1. Users

User management allows you to create and manage user accounts and track their activities. You can view the number of active and blocked users.

You can add and manage the users of your organization.

  • Select Users and click ADD at the top right to manually add the users, import the users in bulk, and import users from other platforms, as required.

Add Users

  • Click the Overflow Overflow Menu-4 Menu at the top right to manage the columns and export the data.
  • In each user’s field, click the Edit edit grey-3 Icon to edit their information and click the Overflow Overflow Menu-4 Menu for additional actions, such as
  • Impersonate: You can impersonate any employee within the organization for testing roles, permissions, functionality, or data access, ensuring compliance within the system without affecting real employee accounts.
  • Assign Permission: You can assign any permission to anyone in the organization. Learn more in Roles and Permissions.
  • Block User: You can block and activate the employees.
  • Mark as Site Administrator: You can mark anyone in the organization as a site administrator, effectively delegating administrative responsibilities while maintaining security and control.
  • Mark as CXO: You can mark anyone in the organization as a CXO, effectively delegating appropriate levels of authority.
  • Resend Login Credentials: You can resend login credentials if the employees forget them.
  • Change Password: You can change the password for any employee within the organization.
  • Manage Documents: You can upload employee documents. You can notify their manager while uploading.

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Block and activate employees 

You can block the employees any time if required. You have to provide a reason for blocking them. Blocked employees cannot access the site and do not get notifications about the system's activities.

You can activate the blocked employees.

Navigate to Settings > User Management > Users > Blocked Users.

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On each employee field, click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu at the top right, and select Activate the User.

Note: Blocking the user removes all reporting relationships. When activating them, you must provide the reporting information again for them to appear in their manager's team.

2. Roles and Permissions

User management allows you to assign users to different roles, controlling what actions they can perform and what data they can access. You can add a new role and assign permissions as required.

  1. Select Roles and Permissions, click NEW ROLE, and type the name and description of it.
  2. Select the permissions that you want to assign to the new role and click ADD.

After creating a role, you can assign it to the employees. Each role has different capabilities.

You can also add employees to the existing roles.

  1. On the left, select the role you want to assign, and on the right, click + Assign role and search the employees.
  2. Click Enter on your keyboard to select the employee, and click SAVE.

You can edit and delete the assigned permissions.

  1. On the left, select the role you want to edit or delete.
  2. On the right, click the Overflow Overflow Menu-Oct-11-2023-07-43-45-1628-AM Menu and select Edit or Delete as required.

Roles and Permissions-2

You can remove the permission assigned to the employees.

  1.   Click the user initials in the Assigned To Users field.

  2.   Click the Delete Delete-1 Icon and click SAVE.

If you want to understand each role with the user capabilities, contact our support team for the documentation.

3. Departments

You can group the individuals based on their operational areas within the organization. You can organize the users into departments, facilitating better collaboration and resource allocation within the organization.

You can add and manage the departments of your organization.

  • Select Departments and click ADD DEPARTMENT at the top right.
  • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on each department field, and select Edit or Delete as required.
  • Hover over any department and click MANAGE, redirecting you to the respective department page for additional actions.

Department1

  • On each department page,
    • Click ADD to add employees to the department.
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select Manage Columns and Export as required.
    • Click the Edit edit grey-2 Icon to edit the employee profile details.
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on each employee field for additional actions.

Department2

4. Business Units

You can organize the users based on their business units, which helps to assign tasks and manage workflows.

You can add and manage the business units of your organization.

  • Select Business Units and click ADD BUSINESS UNIT at the top right.
  • Click the Overflow Overflow Menu-4 Menu on each business unit field, and  select Edit or Delete as required.
  • Hover over any business unit and click MANAGE, redirecting you to the respective business unit page for additional actions.

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  • On each business unit page,
    • Click ADD to add employees to the business unit.
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select Manage Columns and Export as required.
    • Click the Edit edit grey-3 Icon to edit the employee profile details.
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on each employee field for additional actions.

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5. Job Titles

You can assign job titles to users, providing clarity of their roles and responsibilities.

You can add and manage the job titles of your organization.

  • Select Job Titles and click ADD at the top right.
  • Click the Settings Settings Icon at the top right to enable or disable the job title settings.
    • Add different competencies to various job titles.
    • Set targets for the competencies.
  • Click the Overflow Overflow Menu-4 Menu at the top right and select Export Job Titles.

You can add responsibilities, requirements, competencies, and skills for each job title.

  • Click the job title on the left pane, click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu in the job title field, and select Edit or Delete as required.
Job title1

6. Employee Types

You can categorize users based on their employment status.

You can add and manage the employee type of your organization.

  • Select Employee Types and click ADD at the top right.
  • Click the Overflow Overflow Menu-4 Menu on each employee type field,  and select Edit or Delete as required.
  • Hover over any employee type and click VIEW the employees in it, redirecting you to the respective employee type page for additional actions.

Employee Types1

  • On the employee type page,
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select Manage Columns and Export as required.
    • Click the Edit edit grey-3 Icon to edit the employee profile details.
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on each employee field for additional actions.

Employee Types2

7. Locations

Locations refer to the geographical sites where users may be located, such as offices, branches, or remote work locations.

You can add and manage the locations of the employees within the organization.

  • Select Locations and click ADD LOCATION at the top right.
  • Click the Overflow Overflow Menu-4 Menu on each location, and select Edit or Delete as required.
  • Hover over any location and click VIEW the employees in it, redirecting you to the respective location page for additional actions.

Locations1

  • On each location page,
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu at the top right and select Manage Columns and Export as required.
    • Click the Edit edit grey-3 Icon to edit the employee profile details.
    • Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on each employee field for additional actions.

Locations2

User management is a fundamental aspect, empowering the admins to control access, maintain security, and streamline administrative processes, ensuring a well-organized and secure environment for all users within the organization.