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User Management
User Management
Get help on managing team structures, roles & permissions, and users
16 articles in this collection
Written by
Alex Richards
and
James Stewart
Getting started with User Management
How do I access User Management?
Written by
Alex Richards
Updated over a week ago
Manage your Structure/Org Chart
How do I add my structure/org-chart?
Written by
Alex Richards
Updated over a week ago
Some example structures/org-charts
Written by
Alex Richards
Updated over a week ago
How do I edit my structure/org chart?
Written by
Alex Richards
Updated over a week ago
How do I deactivate or reactivate a part of my structure/org-chart?
Written by
Alex Richards
Updated over a week ago
Manage Roles & Permissions
How do I add/edit /delete roles & permissions?
Written by
Alex Richards
Updated over a week ago
How do I assign/un-assign roles & permissions to a user?
Written by
Alex Richards
Updated over a week ago
Roles & Permissions explained
A detailed guide to the many permissions available for user roles on your EvaluAgent platform.
Written by
James Stewart
Updated over a week ago
Add users
How do I add a new user?
Written by
Alex Richards
Updated over a week ago
How do I add/bulk-upload multiple users at the same time?
Written by
Alex Richards
Updated over a week ago
Manage and Edit User Profiles
How do I move an agent from one team to another?
Written by
Alex Richards
Updated over a week ago
How do I edit a user's profile?
Written by
Alex Richards
Updated over a week ago
How do I de-activate/re-activate a user?
Written by
Alex Richards
Updated over a week ago
How do I select what parts of the structure/org-chart a user can access in reports / tables?
Written by
Alex Richards
Updated over a week ago
How do I set up custom reporting groups and then enable users to view them?
Written by
Alex Richards
Updated over a week ago
How do I view a user's permissions?
Written by
Alex Richards
Updated over a week ago