Manage Users

How to manage users?

Manage Users is for user administration. It shows the list of users.

Edit Users

If you want to change any information of a user.

Click on User Edit  

Assign Reporting Manager Identifier

To assign reporting manager. Click on Assign Pop-up window will appear Manager  

If the reporting manager is assigned. Click on Change Pop-up window will appear Manager  

Search

Click on Business Unit All Dropdown will appear  

Manage users come with the search. Click on Advanced Search Enter fields to search Search  

Filter User

Filter User is to filter by

• Active : Users which are active
• Pending : Users have registered but verification is pending.
• Deactive : Users completed with registration but not active.

Meta Tag

Meta tag is the type which depends on the organization. It varies depending on the type of the organization. In this organization, can be searched by

• Temporary
• Permanent

Add User

Add User is to add new user. Click on Add user Form will appear Enter details Create User  

Assign Reporting Manager Identifier

Click on Assign Pop-up Window will appear Manager  

Click on Select button

Organization Units

The new users have more than one Business Units in the country.

Click on Add New field will appear  

Organization units Delete  

Add Users in Bulk

Add too many users at one time.

Click on Add Users in Bulk New window will appear  

New window for add users in bulk. Click on Add User Mapping Enter details Create  

Choose the file in CSV format of the users. Click on the Upload button

Bulk User Actions

Bulk User Action is to add action to users.You can filter by

• ** Deactivate Selected Users ** : Admin can select user to deactivate from active or pending state
• ** Resend Invitation ** : Resend Invitation is sent to the user is in pending state. A mail is sent with the new link
• ** Activate Selected Users ** : Activate Selected Users is to activate users from a deactive or pending state. This will send welcome message to the user
• ** Deactivate Pending ** : Deactivate Pending to deactivate any users

1 Click on Menu icon Dropdown will appear Bulk User Actions New Window will appear  

2 Select the users. Click on Apply action button.

User Details

User details shows the details of the users by status and roles.

Change Password

Admin can change the password of the user.

Click on Change Password Pop-up window will appear Type in the details Reset