As employees come on board, change their roles, or leave the company, your program needs to stay current to ensure everyone can participate and that participation numbers accurately reflect the current employee base. The following instructions are intended to give you guidance in keeping an already established database of users updated.
Companies that have a feed of data from the HR or payroll system will typically not have to worry about managing users as the data will be updated automatically. Be cautious before making changes to user attributes if your company is using an automatic data feed as those changes may hinder a user's ability to access the platform. The best place to make changes to user data is through your HR system, which will automatically update the platform data when the report processes (usually happens daily or weekly based on your company's configuration).
Navigate to the Administration section of the Admin panel by clicking the Admin Settings icon on the menu bar and selecting Manage Users from the drop-down menu.
This will take you to the page for managing users in your company's program.
Locate the user whose information you would like to edit by searching for the person by typing his or her name in the Search Name field.
Click on the Settings icon and select Edit User Details from the drop-down menu to open a pop-up window where you can edit the user's information.
In this window you can edit the user's information and assign impersonation rights.
Add new users
Click the Create New User button at the bottom of the Manage Users page to open up a pop-up window where you can enter the new user's information. (If your company uses an automated data feed to sync user information, the best place to add new users is through your HR/payroll system.)
A few notes to keep in mind:
- We recommend using the employee’s email address for the username.
- Items with an asterisk next to them are required attributes for all users.
- Passwords can be assigned or you can send a set password email directly to the user.
- Finally, don't forget to save! You must click the Save button for changes to take effect.