Users
User management is available in the left menu bar under the Administration section in the Users tab. Upon entering this view, a panel displaying all users in the system will appear.
User panel
To change the user display view, use the panel visible in the upper right corner of the screen:
The elements on the panel are described by the following numbers:
- Active - active users of the system within the license limit
- Archived - list of archived users
- All - view showing all users
- XLS - button that provides the option to download the list of all users from the system in .xls format
- Megaphone - panel displaying announcements in the system
User information
To view the details of a specific user, click on the button composed of their first and last name. The following graphic shows the user addition/edit form from the administrator’s perspective. Each user can also edit most of their account information by selecting the “My Account” option from the menu in the upper right corner.
The form consists of the following fields:
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First Name - the first name of the user to whom this account belongs
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Last Name - the last name of the user to whom the account belongs
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Email - the email address associated with the account. It must be unique throughout the system. Editing the email address requires administrator permissions
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Login - the unique login of the user used to log into the system. Editing the login requires administrator permissions
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Password - the user’s password
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Orgcell - the organizational unit to which the user is assigned. It determines which cells the user’s permissions apply to. Changing the organizational cell requires administrator permissions
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Gender - the user’s gender
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Position - the job title the user holds in the company
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Mobile - the user’s mobile phone number
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Report type - specifies the type of daily report the user will receive each day at the email address associated with the account. Available options are No report, Own activities report, and Full report
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Locale - the user’s preferred language. It affects the interface text, generated audits, and exported files
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Worker (pulse) - the employee assigned to the user’s account. Assignment and editing require administrator permissions
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Roles - the roles responsible for the user’s permissions. Changing roles requires administrator permissions
To assign multiple roles to a user, hold down the “CTRL” or “CMD” key and select the appropriate roles with the left mouse button.
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Assigning a person responsible for audit actions – an additional permission that allows a user to assign a responsible person for the corrective plan in the Pulse mobile application. The Admin and Audit Manager roles have this option permanently enabled
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Restricting the selection of individuals to team members only – in areas where a user selection option is available (e.g. when assigning responsibility for actions in plans), only non-restricted users from the user’s organizational cell and its subordinate cells will be displayed
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Filling in the remaining audit questions – when a user is completing an audit and there are unanswered questions, they can assign the same value to all of them at once, without having to select each question individually
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Is restricted? - enabling the reservation makes this user not appear in form auto-completion. This field is visible only to the administrator
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Reset password - an option to reset the user’s password if it has been lost
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Photo - the user’s photo. Allowed extensions are .jpg and .png
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Groups - the user groups to which this user belongs
Adding a user
To add a new user to the system, click the green New button in the upper right corner of the screen. Then a panel will appear where you need to enter the appropriate information. To confirm the changes made, click the green Create button in the upper right corner of the screen.
Once a user is created, they will be automatically notified of the creation of a new account via email, which will also include their login details.
Note: To add a new user, the organization must have available slots within the license. If adding is not possible, you need to free up a slot or contact the system administrator to extend the license.
Changing users
During the operation of the system, it may be necessary to make changes to the user list, such as removing people who are leaving the company and adding new employees.
Adding a new user in place of another
In a situation where it is necessary to add a new user in place of another when removing a user from the system, the following steps should be taken:
- create a new worker in the system if they are not already there
- create a new user in the system if they are not already there and assign the employee to them
- add the new user to the auditor group if they are not already in it and confirm the changes with the green Update button
- enter the user to whom the settings are to be transferred in the “Successor” field
- remove the old user using the X button to the right of their personal details
- confirm the changes with the green Update button
- archive the old user