User Management

We360.ai user management -- add employees, assign admin roles, organize teams, and control access in your monitoring platform.

Use this section to manage employees, teams, roles, and directory settings.

Most of the actions available in this section require Admin access or above

The User Management section is divided into 5 tabs: Users, Designations, Teams, Roles, and Custom Fields.

Users

The Users sections shows the total number of users as a list. It can be further filtered into Active and Inactive/Deactivated users for a quick overview of employees.

Employee data such as Name, Email, Employee ID, Team, Shift, and Role (Standard/Admin/Super-Admin) are visible in the Users section.

The Employees List can be filtered by Teams or Active/Inactive status.

New employees can be added individually by clicking on the + Add User button.

To add multiple employees at once, the Bulk Import button opens up a dialogue box to upload a CSV file of up to 100kb. Next to the Bulk Import button is the button to Bulk Import Logs, as well as User Deactivation Suggestions and User Activation Suggestions .

For importing employees in bulk, make sure to Validate the data in the CSV file.

The list of employees can also be exported in bulk as a spreadsheet by clicking on the three dots and pressing on the Export as CSV option when it pops up.

Employee Details can also be edited for Active Users by clicking on the 3 dots to the far right side of each entry. This allows the Admin to Activate/Deactivate/Modify user details such as Users Profile and Tracking Settings. Once the required changes have been made, they can be finalized by clicking on the Submit button at the bottom. Here, an employee can be designated as a Non Tracking User to prevent their activity from being monitored.

To edit a User Profile, it must be activated first. Deactivated users can not be edited.

By selecting one or multiple employees allows for the following options:

Activate User (for Deactivated Users) Deactivate User (for Active Users) Change Team (by clicking on the 3 dots)

Once the change is made, the list can be refreshed by pressing the Reload button.

To stop monitoring an employee, edit their profile so they are a Non-Tracking User

Designations

This section can be used to add/modify/remove designations and assign them to employees. Click on the + Add Designation button to open the dialogue box:

Add employee Name, their role, and click Submit.

Teams

This tab allows for an overview of the Teams involved. Use this to quickly identify total created teams, and get Team Info, Members, and Tracking Settings. Team-wide changes can be applied directly such as Shifts, or Tracking parameters.

The Team Manager can be identified, New Team members can be added, or an employee's team can be changed, or an employee can be made Team Manager from the Members tab.