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User Configuration
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User management permissions are available for Company Admin and Manager roles only.
Sort users by UserName, First Name, Surname and Status.
Go to User Manager in your profile menu:
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Select a user and an option:
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Invite: configure and invite a new user.
Edit: change user information and Permissions, as well as un- or assign Report types.
Lock: suspend a user from the Company.
Delete: only for Pending Invitation user status.
Invite
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Go to User Manager → Select Invite → Fill in the User Configuration (Email, First Name, Last Name) → select Permission to define user role → proceed to Report Configuration (right tab).
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Only Company Manager and Admin can access User Manager. |
| Info |
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Permission can be edited after invitation. |
Fill the user info and press Invite:
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Report Configuration
Assign Report Types to newly invited users instantly in Report Configuration.
Select a Permission to define user role.
User Licenses
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Report Type → use arrows at the bottom to assign/unassign to user → press Invite.
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User Licenses
User Licenses shows the quantity of licenses purchased for your Company.
This is total number of licenses available. The field is non-editable and exists for information purposes only.
Assign Report type
Assign the desired Report type to the new user to make Report generation possible.
Within Invite User window, go to Report Configuration tab to assign the needed Report type(-s) to new user (use arrow buttons to move Report types).
Learn how to assign a Report type to user.
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License count is modified by Company Admin after editing subscription plan.
Activate User
An activation link will be sent to the indicated email address.
The new user will be listed in the User Manager with a unique ID and a Pending Invitation status.
User obtains status Active after successful email activation.
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