Users

The user card is accessed either by the menu MY PROFILE or through the USER > SEARCH where you will find all the users in your system.

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The buttons

On the front page of the user card we find different buttons:

• Edit: Used to edit the user information

• Mobile auto-configuration: Used to give a user access to the mobile app

• Become user: It's possible for an Administrator to log on as any user through this function

• Deactivate: When a user is no longer needed it can be activated here. See below for details.

• Delete: You can delete a user here

• Reset password: Reset the user's password; this will send a mail to the user with a link where they can enter a new password

• Configure: Used to configure some integrations

• Less:/more Show more/less of these buttons

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User tabs

Right under the user card, we see the user tabs. These have different purposes:

• Activity: Here is shown a chronological list of activities that the user has been involved in.

• Competences: See what competences the user has

• Disclosure: GDPR related tab viewing a list of objects the user has been in contact with

• Equipment: See what equipment the user is attached or responsible to

• Files: See files related to this user

• Forms: Fill out forms and see previously filled out ones

• Linked: A tab related to special integrations

• Map: See a list of checkins for this user on a map

• Notes: See and write notes regarding this user

• Prices: See and edit this users prices when registering hours on any task

• Production: See this users past, present and future production

• Salary: See salary related information

• Statistics: Choose different mini reports to see statistics about this user

• Working week: See this users workweek

Search

You can search for users in the USER > SEARCH menu, where you may also edit or anonymize selected users.

Notice that when doing free text search, and the search text is 1 or 2 chars, users will only match if their full name, email or employee number begins with the search text. So searching for "Pl" will not find "Robert Plant", because "Pl" is only 2 chars and so the start of the full name must match. 

Deactivate user

Below is a list of the most important responsibilities that are affected by deactivation. Notice that you may choose to transfer/reassign some of the user's responsibilities to another user; if you don't do this the responsibilities will simply have the user field cleared.

1. CRM: the field "our reference" is reassigned

2. Tasks: "repeat - loose" repetition: the "Send to" field is cleared

3. Tasks: reponsible and additional users and subscribers and repetiions are reassigned

4. Hours module: future worksheets are closed

5. Planning module: route assignments are reassigned

6. Planning module: planning is reassigned

7. Calendar events are reassigned

8. Reminders: reminders are reassigned

9. Pending question forms with "feedback to" are set to not do feedback

10. Checkin: checked out from whatever the user is checked in on

11. Equipment: equipment and reservations are reassigned; all taken tools are set down

12. Report: report mails are reassigned

13. Project: projects are reassigned

14. Sales module: calls are reassigned, quotations are reassigned

15. Process modul: reassigned

16. Scheduled Inspections are reassigned

17. Course module: future lessons are affected

18. User signature is cleared

Notice that users can be deactivated at a preset date. If a future deactivation date is set then it will be shown on the user's details page starting some weeks before the date.