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Key Features

  1. Invite Team Members: Add new members to your organization.

  2. Invitations: View and manage invitations that haven’t been accepted yet.

  3. Inactive Members: See a list of deactivated members who no longer have access.

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How to Invite a Team Member

  1. Navigate to the User Management section.

  2. Click on Invite Team Member.

  3. Fill in the required details:

    • Email: The new member’s email address.

    • Department: Assign the team member to a department.

    • Location: Specify the location they belong to.

  4. Select the user’s Role from the dropdown (Admin or Member). Note: This option is only available to Admin users.

  5. Click Send Invitation to complete the process.

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Managing User Profiles

You can access detailed profiles for all members:

  1. Click on a member’s name to open their profile.

  2. Overview:

    • View personal details, assigned policies, and leave balance (used and available leave days).

  3. Edit Profile:

    • Both Admins and Members can update:

      • Personal Mobile

      • Job Title

      • Employee ID

      • Birthdate

      • Start Date

      • End Date

  4. Deactivate Member:

    • Admins can deactivate a member by clicking Deactivate Member at the bottom of the profile.

    • Note: Deactivating a member removes their access to the organization and its resources. Their data will remain for record-keeping purposes but cannot be accessed by the deactivated member.

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Why It’s Important

User Management ensures your team is organized and allows for smooth onboarding and secure offboarding. Keeping user data up-to-date helps with accurate leave tracking and policy management.