Users & Designations
How to add and edit users?
Note: Before adding a user creating designations is important, as it is mandatory information while adding/creating a user. Click here to know more about how to add/create designations? In the “Settings” → Select the “Users & Designation” → click on ...
How to edit individual user's settings?
User settings comprise some actionable parameters that need to be set to gather accurate and desired insights for an individual user. By default, these settings take the same values as the team settings for the team the user is a part of. The values ...
Add users - Bulk import
Step 1: To import bulk users, click on the kebab menu icon ( ⋮ ) and then click on “Bulk Import” Step 2: A popup window will appear on which you see following things: Upload CSV file: To bulk import, click on the “Choose File” and select the csv file ...
How to activate or deactivate Users?
In the “Settings” → Select the “Users & Designation” → click on the “Users” tab The administrator can either activate or deactivate individual users or perform bulk activation or deactivation for multiple users at once. Steps for Activate/Deactivate ...
How to add or edit designations?
How to add/create Designation? In the “Settings” → Select the “Users & Designation” → click on the “Designations” tab Step 1: When you click on the “Designations” tab, the list will be displayed below in a tabular format comprising the Name, ...