In this article, we will guide you through the process of adding new users to your Workinitiatives account and managing their user roles. This feature allows you to control the access and permissions of each user in your account, ensuring the security and efficiency of your team's work.
Accessing the Users Page
You can access the Users page by expanding the Manage option available in the left menu by clicking the Users option. Here is a list of users already created in your platform.
This is an overview of the page and available features for you:
Search User
At the top, you can search for a user by entering the name or email address as the keywords. The system will then return results based on the words entered.
Advance Filter
You can search for the user from the list of added users by applying an advance filter or a combination of the filters. Each of these filters is briefly described below:
User Role
Select any of the user roles from the available list and the system will search for the users whose user role matches the selected user role.
User Status
Select any of the user statuses from the available list and the system will search for the users whose status matches the selected user status.
Date Range
Choosing a specific date range will prompt the system to search for the users that were added within the specified date range.
Clear
Clicking the clear button clears all the filters and sets the filters to default.
Filter
Clicking the filter button prompts the system to search for the users as per the advance filter(s) set by you.
Users
The column displays the name and email address of the user in your Workinitiatives account and provides essential identification information for each user. By displaying the name and email address together in this column, you can quickly identify each user and their respective contact information. This facilitates efficient communication and management of user accounts within your Workinitiatives account.
User Role
This column displays the user role assigned to each user in your Workinitiatives account and provides crucial information about the permissions and access levels granted to each user.
Created On
This column displays the date on which the user was added to your Workinitiatives account.
Status
This column displays the status of the user added in your Workinitiatives account i.e. Active or Inactive
Actions
When you select the ellipsis (three dots), this is a drop-down of a few options. Each of these functionalities is briefly described below:
Edit
Clicking on this option provides access to an "Edit User" popup, which enables you to modify the information associated with the user. For example, Email Address, First & Last Name, Contact Number, and Assigned Role.
Deactivate
Clicking on this option enables you to modify the status of a user from Active to Inactive, and vice versa, allowing you to control the accessibility and permissions of a user within your Workinitiatives account. A confirmation popup will appear and clicking the Deactivate button on the popup changes the status of the user.
Delete
Clicking on this option initiates the deletion process for a user from your Workinitiatives account. A confirmation pop will appear and clicking the Continue button deletes the user permanently from the account.
Adding a new User
To add a new user, the Add User button is positioned at the top right corner of the Users page. This is where you will enter the new user information like Email Address, First and Last Name, Contact Number, and selection of the Role that needs to be assigned to the user.
NOTE: The email address serves as a crucial identifier for the user within the Workinitiatives platform. It is mandatory to enter a valid email address during the new user setup.
The new user will now be added to your account and will receive an email with instructions on how to set up their account.
Managing User Roles
When adding a new user to your Workinitiatives account, it is important to select the appropriate user role. This determines the level of access and permissions granted to the user within your account. Each user role is associated with specific access rights and privileges, so choosing the correct role is essential for ensuring that the user has access to see the right areas or perform the necessary actions.
Clicking the Add New Role button at the top right corner of the User Roles page triggers the popup. You have the flexibility to select and enable specific permissions from the list based on the role's intended responsibilities and the level of access required.
TIP: If you give a person "All Users" access, this means they can see all Job ads or Applicants in the system when a different person posted those ads. If you leave this unticked, then the user will only see their Job Ads and applicants.
If you want to assign a new user role to a person, you will navigate back to Menu and Manage section and click Users, then find the person you wish to change their access. Selecting the Action menu and Edit will open a pop in which you will edit the Assigned Role to the user to a new or existing user role you have available.
Save your changes and this person's access has now been changed, they may need to log out and log in to the platform again for this change to be effective.
Congratulations! You now have a better understanding of how to add and manage users in your Workinitiatives account. If you have any further questions or need assistance, please don't hesitate to contact our support team via email or chatbot on the platform.