User Management

User Management functionality allows administrators to efficiently oversee user accounts across the organization. Admins can search, filter, and update user records, assign or change roles, and control system access. With bulk import support and detailed filtering options, it simplifies user onboarding, maintenance, and governance.

The Users screen serves as the central User Management hub for administrators, and managers with access. It provides the ability to view, add, and manage user accounts within the platform.

This screen includes:

• User List: Displays all users with key details such as Employee # (unique identifier), Employee Name, Email (unique identifier), Role (e.g., Employee User, Manager, Admin), and Location (location, organization or facility the user is associated with).
• Filters: Left-hand panel. Enables filtering of users by Status (Active/Archived), Role, Manager Access, Location, Department, Date of Hire, and State. Applied filters display as filter chips, below the search bar for quick removal.
• Search Bar: Allows quick lookup of users by name, employee number, or email.
• Add User Button (+): Hover to engage in the upper right. Allows Admins and Managers with access, to create a new user account.
• Bulk Action menu (⋮): Provides additional actions for selected users, including:
  • Assign User Roles - Update/change roles and locations for selected user/s. See more info here.
  • Edit Timezone - Adjust timezone settings for selected user/s.
  • Archive - Deactivate selected user/s. (Employee Users only)
  • Export - Export details for selected user/s.
  • Resend Welcome Email - Resend the welcome email for selected user/s.
  • Send Password Reset Email - Send a password reset email to selected user/s.
• Individual User Row Ellipsis Menu - Hover on a user row to engage. Provides quick actions for managing a specific user account. Available options include Edit, Archive, Resend Welcome Email, and Send Password Reset Email.

Archive User

Archiving a user removes them from all locations. If you only need to remove access from specific locations, edit the user’s profile and archive individual locations from the Locations and Roles tab (see image under the User Detail Page section below).

User Detail Page

Click on any row in the User list, to open the detailed view of a user’s profile. This page displays their personal and work related information, as well ass assigned locations and roles. Additional profile actions are available via the kabob icon (three dots) above the profile to the right.

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