# User Management

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

{% hint style="info" %}
Most of the actions available in this section require Admin access or above
{% endhint %}

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

### Users

<figure><img src="/files/fshyu9lDSgkVJF94etIK" alt=""><figcaption></figcaption></figure>

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.&#x20;

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. &#x20;

<figure><img src="/files/wvXrcO01cJH5Wt2nga3W" alt=""><figcaption></figcaption></figure>

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` .

<figure><img src="/files/3BKRpTnX8kPTU1oaFPQg" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7QM0GdxIEjiuKQNZQXTf" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For importing employees in bulk, make sure to Validate the data in the CSV file.
{% endhint %}

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.

<figure><img src="/files/nB9MBCtEZDSWIeaCAqmE" alt=""><figcaption></figcaption></figure>

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. &#x20;

<figure><img src="/files/JNkfpJjEhlcED6JtTnEJ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
To edit a User Profile, it must be activated first. Deactivated users can not be edited.
{% endhint %}

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)&#x20;

<figure><img src="/files/3QpWD4OXCHyM6OTkG9vP" alt=""><figcaption></figcaption></figure>

Once the change is made, the list can be refreshed by pressing the Reload button.&#x20;

{% hint style="info" %}
To stop monitoring an employee, edit their profile so they are a Non-Tracking User&#x20;
{% endhint %}

### Designations

<figure><img src="/files/h2LNWJLIcsx5dxIayTwg" alt=""><figcaption></figcaption></figure>

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:

<figure><img src="/files/YCWiPzxw5zyt78RSMp5g" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/Qw4wOhykonw3HQJObIIi" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/CpbMiyH25wQ5CFijPDem" alt=""><figcaption></figcaption></figure>

### Roles

Roles can be added with Administrative privileges.&#x20;

<figure><img src="/files/ba0xK4tZJtUG2x6HvYiG" alt=""><figcaption></figcaption></figure>

Click on `+ Add Role` to open the dialogue box.

<figure><img src="/files/N5KwnnbQrcDyD9Rcz28U" alt=""><figcaption></figcaption></figure>

### Custom Fields

We360 allows for flexibility based on organization requirements by allowing addition of custom fields/labels.&#x20;

<figure><img src="/files/TdoDLeR9X09gGsfgeavE" alt=""><figcaption></figcaption></figure>

## Common Issues

To change an employee's Team, the user profile must be Active.

To Modify an employee's details, the user profile must be Active.&#x20;


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