Users
In organizations, managing users is crucial for ensuring that the right individuals have access to the appropriate resources and tools. Users play a central role in the efficient operation of organizations, collaborating through shared workspaces and communication tools. Effective user management includes controlling access to data, monitoring user activity, and optimizing workflows to maintain security and efficiency.
Overview of the Users Section
The Users section is a key component of user management, allowing you to oversee all individuals within your organization. This section enables you to view detailed user profiles, adjust permissions, and monitor user activity, ensuring that each user has the correct access level and can perform their roles effectively.
Key Functions:
View User Profiles: Gain access to detailed information about each user, including their name, email, activity status, and assigned permissions.
Adjust Permissions: Modify the roles and access levels for each user to fit their responsibilities within the organization.
Monitor Activity: Track user engagement and activity to optimize workflows and ensure data security. This helps in managing and responding to any issues that may arise.
Accessing and Managing User Information
Click on Users to view the complete list of users in your organization. This section outlines how to access user details and add new users, ensuring efficient user management. The information includes:
Full Name: The complete name of the user.
Email Address: The email address associated with the user.
Activity Status: Indicates whether the user is active or inactive.
Permissions: Overview of the user’s access rights within the organization.
Action: Provides a link labeled User Details. Clicking this link will direct you to the detailed profile of the selected user, where you can view or update additional information.
Filtering Options:
Utilize filters to quickly find users based on criteria such as name, email, or status.
Adding a New User
To add a new user to your organization, you will need to define their permissions, role, and team assignments. This process ensures the user has appropriate access to the resources and teams they need.
Adding a User to Organization
To add a new user to your organization, follow these steps:
Click Add User to open a modal window.
Fill in the following details:
First Name: Enter the user's first name.
Last Name: Enter the user's last name.
Email: Provide the user’s email address.
Organizational-Level Permissions: Assign the user’s access level.
Team Selection: Select the team to which the user will be assigned.
Team Role: Define the user’s role within the selected team.
Click Add to create the new user with the specified permissions and roles.
The user will be successfully added with the assigned permissions and role, ensuring appropriate access.
Adding a User to a Team
To assign a new user to a team, follow these steps:
Navigate to the Manage Teams tab to view all teams within the organization.
Click on Team Details for the team to which you wish to add the user.
Click Add User at the top-right of the team details page.
In the pop-up window, select the user and assign the appropriate role.
Click Add to successfully add the user to the team.
The user will be successfully added to the team with the assigned role.
User Details
This section provides comprehensive information about a user's profile, including personal details, team memberships, and activity logs. You can edit user details, view their team assignments, and monitor their activity within the organization.
Editing User Details
To edit a user’s details, follow these steps:
Click on Edit User within the User Details card.
Modify the following information as needed:
Name: Update the user's first or last name.
Activity Status: Change the user’s status to either active or inactive.
Role (Within Organization) : Adjust the user’s role at the organizational level.
Click Save Changes to apply the updates.
Once you navigate to a user’s details, you'll see a card titled User Details with an option Edit User .Clicking on this option allows you to modify various aspects of the user’s profile, including:
Associated Teams
The Associated Teams section displays the teams the user is part of. You can see:
Team Name: The team to which the user belongs.
Is Active: Indicates whether the user is currently active in the team.
Added By: The person who added the user to the team.
Role (within Team) : The user's role within the selected team.
Action: A link to view detailed information about the respective team.
Activity Log
In the top-right corner, the Activity option provides a log of the user’s recent activities, including login and logout times.