| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Users Tab
As an administrator for the tenant, you will have access to the settings menu and the users tab. Users are other employees within the organization who you want to allow the ability to log into Yunibas and manage members and personas.
...
Admin can manage other users account from users sections and pending invite section.
...
Steps to modify users from users section
...
Click anywhere on the user card to modify the account details.
After clicking on the user's card, user form will be shown
Admin can modify the details and click on the “Save“ button or “Save“ Icon to save the changes.
After clicking on the “Save“ button user will be updated and update message will be shown.
...
Steps to modify users details from Pending Invites section
...
Click anywhere on the user card to modify the account details on pending section.
After clicking on the user's card, user form will be shown and admin can modify the name field
Admin can modify the details and click on the “Save“ button or “Save“ Icon to save the changes.
After clicking on the “Save“ button or “Save“ icon user details will be updated and Admin need to resend the mail again.
Admin can click on the resend button on the user card to send the mail again to user.
...
Admin can assign any user with admin rights
...
Steps to assign users as an Admin
...
Click anywhere on the user card to modify the account details.
After clicking on the user's card, user form will be shown
Click on the admin checkbox to assign or remove a user as an Admin.
Admin can modify the other details and click on the “Save“ button or “Save“ Icon to save the changes.
After clicking on the “Save“ button user will be updated and update message will be shown.
...
Admin can archive or delete the user’s based on the requirements of the organization.
...
Steps to archive and delete the users
...
Click on the Archived button on the user’s card
After clicking on the archived button an confirmation pop up will be shown
Click confirm button to archive the user.
Confirmation message will be shown as user is archived
Archived users will be made inactive and can be viewed by clicking on “Show Archived“ toggle.
Admin can restore the user by clicking on “Restore“ button.
Admin can delete the user by clicking on “delete“ button, a confirmation pop will be shown if clicked on delete button
Click on the confirm button to delete the user from the Yunibas application.
