User Management
TABLE OF CONTENTS
In this article, you will learn how to manage users, create roles, and import multiple users to the WFH platform. The User Management module is focused on three (3) tabs that separate the three unique features: Users, Roles, and Upload Users
Users
The Users tab lets you manage users enabling you to add, edit, deactivate, and remove users. In this section, you will learn how to add users.
- Click the Menu and select User Management.
- By default, the Users tab is active. Find and click Add User button.
- The New User window will appear. Specify the General tab's user information:
Field
Instructions
User ID
Enter the User ID.
Email
Enter the user's email address.
First Name
Enter the user's first name.
Last Name
Enter the user's last name.
Phone Number
Enter the user's phone number. To change the country code, click the country drop-down arrow.
Required MFA
Click the Toggle to enable/disable the MFA requirement.
Enable SSO
Click the Toggle to enable/disable the SSO.
CUSTOM FIELDS
Click the drop-down arrow to select from the CUSTOM FIELDS
NOTE: CUSTOM FIELDS are setup at the time of application configuration.
- After specifying the user's general information, click the Roles tab to define the user's role.
- Click the Save and close button to create the user.
Roles
The Roles tab lets you manage the user roles and configure their permissions.
- Click the Menu and select User Management.
- By default, the Users tab is active. Click the Roles tab to manage the user roles.
- Find and click the Add Role button. The New Role window will appear. Specify the new user role parameters:
Field
Instructions
Name
Enter the Role name/title.
App
Click the drop-down arrow to select the app where the role takes effect.
- Define the role permissions by selecting the Checkboxes of the corresponding options/features. It is important to note that the options/features vary depending on the selected app.
- In the Share with User Group Type field, click the drop-down arrow to select the group(s) to which you would like to share this permission.
- To share this permission with your own group, select the Share with own group only checkbox.
- After configuring the role, click the Save and close button to save the changes.
Upload Users
The Upload Users tab lets you import multiple users in one go.
Preparing the .txt TAB Separated File
Using a spreadsheet, you can add multiple users to the platform. To do this, you will need to have a .txt Tab Separated file with the following columns specified for your platform.
The first step is to create the file using a spreadsheet, in this example, we used Microsoft Excel 365.
After entering the required information, save it and use the Text (Tab delimited) format.
Uploading the .txt TAB Separated File
In this section, you will learn the actual steps on how to import multiple users using the .txt Tab Separated File that we created in the first step.
- Click the Menu and select User Management.
- By default, the Users tab is active. Click the Upload Users tab.
- Drag and drop the .txt Tab Separated File into the Drag and drop or browse panel.
- The selected file name should appear on the screen. Click Submit.
- A Confirmation message will appear on the screen indicating that the user import was successful.