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

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.

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.

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.

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.