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Actions on Users’ Profiles

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You can perform various actions on a user's profile

  • View
    • Details
    • Contracts
    • Activity Logs
  • Edit a user’s details
  • Delete a user
  • Add related notes/ attachments 
  • Mark user as inactive
  • Send a user their login details
  • Change a user’s password as an admin

Actions on a user's profile

  1. Select “Employees” from the navigation menu.
  2. Select “Manage Employees“.
  3. Select the user’s profile you wish to perform an action on.
  4. You can
    • View the tabs
      • Details: The employee’s details including general, personal, contact and job information.
      • Contracts: The employee’s contracts.
      • Activity Log: The activity log related to the employee’s interactions.
    • Edit the employee’s details
      1. Click the button “Edit“.
      2. Perform the needed edits.
      3. Click “Save” once you’re done.
    • Delete the employee
      1. Click the button “Delete“.
      2. Answer the confirmation message with “Yes” to confirm or “No” to cancel.
    • Add notes/ attachments
      1. Click the button “Add Notes/ Attachments“.
      2. Input the
        1. Date: The default is the current date.
        2. Time: The default is the current time.
        3. Actions Performed: Select the action performed.
          1. Click “Edit Actions List” to add a new action or edit an existing one using the widget.
        4. Update Status To: Select the status of the performed action.
          1. Click “Edit Statuses List” to add a new status and customize its color, or edit an existing one using the widget.
        5. Type “Notes“.
        6. Upload or drag and drop “Attachments“.
      3. Click “Save” once done.
    • Mark as Inactive
      • Mark the employee as inactive without having to delete the profile.
        • Click the button “Mark as Active” to re-activate.
    • Send Login Details
      • Email the employee-user their login details using the email address input in their profile, to allow them access to the system.
        • The system sends an initial randomly generated password that the employee can then change.
        • Use “Roles” to determine who accesses what, for more information, please check the tutorial “Adding an Employee Role“.
    • Change Password
      • Apart from the users themselves having access to change their own passwords, you can change users’ login password as an admin.
        1. Click the button “Change Password“.
        2. Input the “New Password” and a second time to “Confirm Password“.
        3. Click “Save” once done.

 



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