Users
Create and manage user profiles
By Donna1 author24 articles
Create and manage users
Create, transfer and deactivate users
- Create and edit users with the Create User FormIn this article, we explain how to create, edit, and deactivate users in the Create User Form
- De-activate a userIn this article, we explain how to deactivate a user so they can no longer access their account and no longer appear in stats or reports.
- Reinstate a userIn this article, we explain how to re-activate a previously de-activated user.
- Change a user's job role positionIn this article, we explain how to change a user's job role position.
- Check and manage a user's start or end dateIn this article, we explain how to check and change a user's start or end date.
- Change a user's account nameIn this article, we explain how to change a user's name.
- Check and manage a user's siteIn this article, we explain how to check a user's site and amend it
- Set up managers and adminsIn this article, we explain how to set up managers and admins, to ensure they're placed to see users and given the correct permissions.
Find users
Learn out to locate users and download user lists
Heirarchy
Understand and manage your heiearchy structure
- An introduction to manage your hierarchyIn this article, we explain how the hierarchy works and how to manage it.
- Manage your organisation hierarchyIn this article, we explain how to make changes to your organisation hierarchy.
- Manage site hierarchy rulesIn this article, we guide you through checking existing Site hierarchy rules and how to amend or create new rules.
- View your hierarchyIn this article, we'll show you how to view which users you oversee in the hierarchy.
Permissions
Manage user permissions and access
Roles
Assign and manage roles to reflect a users employment status
Troubleshooting
How to troubleshoot issues related to users
- Unable to locate a newly added userIn this article, we explain what to do if you're unable to see a newly added user.
- Single user missing from stats and reportsIn this article, we help you troubleshoot why you can't see a user on the stats and reports.
- Can't find users or sites from the Create User FromIn this article, we explain what to do if you can't see user's or sites on the Create User Form.
- Red or green error occurs when using the Create User FormIn this article, we explain what to do if you get a red or green error message in the Create User From.
- Job role position not available to pick in the Create User FormIn this article, we explain the positions list, why you're missing a position, and how to overcome this.