Overview of User Management
The User management settings screen allows you to manage the users in the platform, assign roles and permissions to users, create and edit departments, business units, job titles, employee types, and locations.
Navigating to the user management settings Page
Step 1: Within the left navigation bar, select "Settings".
Step 2: Navigate to the "User Management" section.
In the user management section, you can use it to set up
You can perform all user-related modifications here.
- Adding a New User
- Import Users
- Assigning Permissions to a User
- Making a User as the Site Administrator
- Making the User as the CXO
- Blocking a User
- Viewing Blocked Users
- Exporting User Data
- Impersonating a User
- Managing Documents of a User
- Resending Login Credentials of a User
- Managing Columns
Roles & Permissions:
You create a new role, edit already existing roles, and assign roles to users.
You can add new departments, edit already created departments, and delete departments.
You can add new business units, edit already created business units, and delete business units.
- Creating a New Business Unit
- Adding Users to a Busines Unit
- Editing a Business Unit
- Deleting a Business Unit
You can add job titles, edit already created job titles, delete job titles. You can also add competencies to job titles and set targets for job competencies.
- Creating a New Job Title
- Editing a Job Title
- Deleting a Job Title
- Adding Competencies to a Job Title
You can add new employee types, edit already created employee types, delete employee types and add users to employee types.
You can add new locations, edit already created locations, delete locations and add users to locations.