Manage Users
An illustrative guide to using the User Management feature
Overview
The User Management feature allows the supervisors/managers to create and manage users and team assignments for their respective boundaries through the user interface.
User Roles
System administrator
Create, search, update, and deactivate user accounts.
Create, search, update, and deactivate other system administrator accounts.
Create, assign, update, and delete role assignments.
Create, assign, update, and delete campaign assignments.
A system administrator is a super user, who has complete access to all the features that the product includes.
Supervisors
Create, search, update, and deactivate user accounts (except system admin).
Assign/update/delete role assignments.
Assign/update/delete campaign assignments
Supervisors are responsible to monitor and guide the teams during the campaign and ensure that the targets are met effectively.
Helpdesk user
Create, search, update, and deactivate user accounts (except system admin).
Assign/update/delete role assignments.
Assign/update/delete campaign assignments.
Helpdesk users are the support team established to provide assistance throughout the campaign.
Steps
Create Employee
Click on the User Management card on the home page to access.
Enter the Employee Name, Mobile Number or Username to search for specific users.
The Search User option allows you to filter the search for users.
By Campaign
By Role
Employment Status - Active or Inactive
Click on the Create Employee option on the search user screen to add a user.
Fill in the employee details in the form. Click on the Submit button to add the employee to the database.
Assign Campaigns
Click on the Proceed For Campaign button to assign a campaign to the employee user.
Select the applicable campaign from the drop-down list and add the dates for assignment.
View & Edit Users
The view and edit user option enables users to reset the password and edit employee details.
Click on the Edit Employee option to update or change details.
Deactivate Employee
Click on the Deactivate Employee option to remove or disable any employee.
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