ADMIN - Users

Users with the Admin role can manage users on the platform via the Admin > Users tab.

1.  Navigate to Black Ribbon > Admin > Users

2.  Edit selected User (See Edit User screenshot below)

3.  Action Dropdown

  • Reset Password: Send a link to users to reset password
  • Reassign Items:  Reassign all open & closed Projects & Tasks for this User to new User (for use in cases of termination of employment or changed responsibilities)

4.  Show Inactive:  Show Inactive Users in Users List (for use in re-activating employees)

5.  +New User (Create user based on Edit User screenshot below)

6.  Edit User First and Last Name

7.  Edit User Mobile Phone

8.  Edit User Cost

9.  Edit User Location, if multiple locations provided in Settings

10.  Reset MFA (Multi-Factor Authentication)

11.  Edit User roles

12.  Make Users Active/Inactive

13.  Save changes

 

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