Onboarding and Offboarding Dashboard Widgets
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Revision as of 06:13, 18 June 2021
Contents
[hide]Team Dashboard Onboarding and Offboarding
This User Tab Contains the following Widgets:
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 |
| 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: De-Activate User | Select this action to de-activate 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
Clicking this option will display all employees in the who have not been assigned a User Account.
| Field Name | Description |
| 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 and Profile | Select this action to assign a user group to this employee and update their currency/timezone details. |
User Management - User Group Only Tab
Clicking this option will display all Users in the system who do not have an employee profile linked.
| Field Name | Description |
| 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. |
| 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 de-activate a user, update a user's group permissions, change user name / email address, send reset password link and create employee record. |
| Action: De-Activate User | Select this action to de-activate 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 - De-Activated Tab
Clicking this tab will display all users who have been deactivated from your system
| Field Name | Description |
| Name | The name of the user. The number in brackets represents user's ID number within the system. |
| De-Activated By | The User that de-activated the account will display here. |
| Group | Assigned group permissions will display under here. Number in brackets represent the Group ID number. |
| De-Activated Date | The date the user account was de-activated. |
| Action | You can use this dropdown to reactivate a user account. |
| Action: Reactivate | Select this action to reactivate a deactivated user. This will grant them access into the system. |
