Team Dashboards - Onboarding and Offboarding Widgets

Team Dashboard Onboarding and Offboarding

This User Tab Contains Widgets:

1. User Management

This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked. These widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to the Widgets Widgets.

User Management - User Group Assigned Tab

Selecting this tab will display all employees who have been assigned a User Group. Further Actions can be made as detailed in the table below.

Field Name	Description
User Group Assign	Clicking this option will display all employees who have been assigned a User Account.
Employee Name	The name of the employee. The number in brackets represents employees ID number within the system.
User Group	Assigned group permissions will display under here. Number in brackets represent the Group ID number.
Action	You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details.
Action: Deactivate User	Select this action to deactivate an employee's user account.
Action: Update User Group	Select this action to update an employee's user group permission.
Action: Change User Name / Email Address	Select this action to update a User's username i.e. the email address the employee enters to log into the system.
Action: Send Reset Password	Select this action to send a password reset link to the employee's email address..
Action: Update Timezone	Select this action to update the timezone the employee is based in.
Action: Update Currency	Select this action to update the currency the employee is based in.

User Management - No User Group Tab

This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked.

Field Name	Description
No User Group	Clicking this option will display all employees in the who have not been assigned a User Account.
Employee Name	The name of the employee. The number in brackets represents employees ID number within the system.
Action	You can use this dropdown to assign a user group, Change User Name / Email Address, Update Timezone details and Update Currency details.
Action: Assign User Group	Select this action to assign a user group to this employee.
Action: Change User Name / Email Address	Select this action to update the employee's user name. This is the email address they use to log into the system.
Action: Update Timezone	Select this action to update the timezone the employee is based in.
Action: Update Currency	Select this action to update the currency the employee is based in.

User Management - User Group Only Tab

This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked.

Field Name	Description
User Group Only	Clicking this option will display all Users in the system who do not have an employee profile linked.
User Name	The name of the user. The number in brackets represents user's ID number within the system.
User Group	Assigned group permissions will display under here. Number in brackets represent the Group ID number.
Email	The User's email address will display under this column. This is the email address they enter in to log into the system.
Action	You can use this dropdown to deactivate a user, update a user's group permissions, change user name / email address, send reset password link and create employee record.
Action: Deactivate User	Select this action to deactivate a user account.
Action: Update User Group	Select this action to update the user's assigned group permissions.
Action: Change User Name / Email Address	Select this action to update the user's username/email address used to log into the system.
Action: Send Reset Password	Select this action to send the user a password reset link.
Action: Create Employee Record	Select this action to create an employee record in the system and link to the selected user.

User Management - User Group Assigned Tab

This widget allows for Users to quickly configure user access to existing employees. They can also quickly review employees who have/do not have access and users with access but no employee profile linked.

Field Name	Description
User Group Assign	Clicking this option will display all employees who have been assigned a User Account.
No User Group	Clicking this option will display all employees who have not been assigned a User Account.
User Group Only	Clicking this option will display all Users in the system who do not have an employee profile linked.
Employee Name	The name of the employee. The number in brackets represents employees ID number within the system.
User Group	Assigned group permissions will display under here. Number in brackets represent the Group ID number.
Action	You can use this dropdown to deactivate user access, update employee's assigned group permissions, change username/email address, reset password, update timezone and update currency details.