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Key Features

  1. Invite Team Members: Add new members to your organization.
  2. Invitations: View and manage invitations that haven’t been accepted yet.
  3. Inactive Members: See a list of deactivated members who no longer have access.

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How to Invite a Team Member

  1. Navigate to the User Management section.
  2. Click on Invite Team Member.
  3. Fill in the required details:
    • Email: The new member’s email address.
    • Department: Assign the team member to a department.
    • Location: Specify the location they belong to.
  4. Select the user’s Role from the dropdown (Admin or Member). Note: This option is only available to Admin users.
  5. Click Send Invitation to complete the process.

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Managing User Profiles

You can access detailed profiles for all members:
  1. Click on a member’s name to open their profile.
  2. Overview:
    • View personal details, assigned policies, and leave balance (used and available leave days).
  3. Edit Profile:
    • Both Admins and Members can update:
      • Personal Mobile
      • Job Title
      • Employee ID
      • Birthdate
      • Start Date
      • End Date
  4. Deactivate Member:
    • Admins can deactivate a member by clicking Deactivate Member at the bottom of the profile.
    • Note: Deactivating a member removes their access to the organization and its resources. Their data will remain for record-keeping purposes but cannot be accessed by the deactivated member.

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Why It’s Important

User Management ensures your team is organized and allows for smooth onboarding and secure offboarding. Keeping user data up-to-date helps with accurate leave tracking and policy management.