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User Management

Jc360 allows you to add, edit, activate/deactivate, or delete a user at any time. To make these changes, the only condition is that, you must have an admin access level. The first step is to create ne user groups and create a profile of subordinates within them. There are several ways to do this.

User and Group managment in User account menu

This is the basic interface for this purpose, on https://jobctrl.com/UserCenter/Users we can manage the departments within the company.

User group creation

You can create unlimited new user groups by selecting its position in the organization chart on the left and then clicking on the “New user group” icon. Enter the name of the new user group in the pop-up window and optionally you can appoint the head of the group.

User creation via Excel

You can add all the users at the same time, or make multiple changes in the user hierarchy simply in an Excel sheet. Select the company name on the top of the user hierarchy to download an Excel template in which you can make make all the changes about the users and then just upload the completed file to finalize the modification in JC360. Notice that the UserID field cannot be changed and the rows without UserID will be added as the new users while those with UserID will overwrite the user data. The data of those registered users who are not in the uploaded Excel file will not be deleted from the user structure. After uploading the sheet with the Edit icon you can activate and notify the users individually or all together in groups.

User account creation

Select the group to which the new user is to be added and then click on the “New user” icon. Fill in the pop-up form including the access level (user, group leader - here you can assign him to the group as well - or administrator). The new user can be registered with either active or inactive status.

For active user you can opt for sending an automated email to the address given in the pop-up. The registration email contains the link where to new user can log in and change the password. If the email notification is deselected then you have to set a password for the new user.

User and user group management

You can also change the settings of a user or a user group by selecting from the hierarchy and clicking on the “Edit” button to perform the modifications on the user data sheets.

When editing a group, you can change the name of the entire group, assign a group leader, send an activation email to the group members or suspend them.

The same way you can cancel the selected user or group with the “Delete” button, also you can move multiple users or groups within the tree structure with the “Mass move” icon or you can just drag the group with your mouse and place it on the group you want to add it to.

You can use the search field above the hierarchy to find a user by user ID, name or the registered email. With the icon on the right, you can filter the user hierarchy by user statuses and periods.

User and Group management at Usen and Tasks menu

All of the previously listed features are also available in this menu, adding that you can immediately assign tasks to users/groups. More details are available on the Task Management website.

website/user_management.1611937592.txt.gz · Last modified: 2021/01/29 16:26 by support

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