Manage Users
This tab helps to manage the user(s) of the back office portal. Users with back office access can use the portal as well as work on applications. They can vary in levels of permission. For example, they can go through their applications and check them, taking the final call on whether to reject or accept them.
Their details can be edited, and they can be deleted from the control given to them in the form of grants.
There can be multiple designations and levels of access for different users within an organization. This can be accomplished by assigning designations and levels. In 'Manage Users', new user(s) can be added/created, and existing user(s) can be edited and/or deleted. The applications can also be assigned and reassigned to the user(s).
There is also an option to download the entire list of existing back office users with their details, which will be sent to the specified email ID. The report is shared over email with the .csv file as an attachment.
A search option has been added in the Manage Users section which would facilitate searching for a user from the user list based on parameters like Employee Code, Name, etc.
![Manage Users Manage Users](https://archbee-image-uploads.s3.amazonaws.com/w0YdjmC6Uxu0AJ6sPj9OT/2BwL2NDeqsALB_UvCGE95_screen-recording-2023-06-06-at-123030-pm.gif)
- Click on the 'Create User' button.
- A screen appears where all the details of the new back office user have to be added.
- Enter the details of the user like, username, name, email ID, password, employee code, mobile number, branch, and designation (the designation of the user is chosen from the predefined roles that are added in the 'Manage Roles' tab).
- The new user can also be assigned a manager by clicking on the 'Yes' radio button beside the 'Creating a Backops Manager?' option.
- Select the 'Assignement Bucket'.
- Select the 'Yes' or 'No' option in the 'Activate User?' option according to the requirement.
- Click on the 'Create' button.
![Creating a new user Creating a new user](https://archbee-image-uploads.s3.amazonaws.com/w0YdjmC6Uxu0AJ6sPj9OT/0Kdug8ufBCw_VqW2liRRn_000.gif)
Users can also be added to the back office portal in bulk by simply uploading a CSV file. This file should not contain more than 5000 users.
- Click on the 'Upload User List' button.
- Click on the plus icon
- Select the CSV file containing the user list with the details.
- Click on the Done/OK button.
![Adding Multipe Users Adding Multipe Users](https://archbee-image-uploads.s3.amazonaws.com/w0YdjmC6Uxu0AJ6sPj9OT/_rWwVCfgZlMcmoj11zIGx_bulk-1.gif)
- Click on the circular arrow icon present on the right side of each user.
- Here, a particular application can be searched using the search bar by entering the application ID or name. The application can also be filtered by its status using the 'Filter' dropdown menu.
- After finding the application that has to be reassigned, click on the 'Reassign Application' button present on the right side of each application.
- Select the back office user to whom the application is to be assigned from the dropdown menu.
- Click on the 'Assign' button.
![Reassigning Single Application Reassigning Single Application](https://archbee-image-uploads.s3.amazonaws.com/w0YdjmC6Uxu0AJ6sPj9OT/vf0uP5ka4ZSjh4ANbdlSx_reassign.gif)
- Click on the circular arrow icon present on the right side of the user.
- All the applications assigned to that particular user will be displayed.
- Here, a particular application can be searched using the search bar by entering the application ID or name. The application can also be filtered by its status using the filter dropdown menu.
- Select all the applications that need to be reassigned by checking the checkbox present on the left side of the application.
- After selecting all the application that needs to be reassigned to a particular user, click on the 'Reassign Selected Applications' button present on the top right.
- Select the back office user to whom the application is to be assigned from the dropdown menu.
- Click on the 'Assign' button.
![Reassigning Multiple Applications Reassigning Multiple Applications](https://archbee-image-uploads.s3.amazonaws.com/w0YdjmC6Uxu0AJ6sPj9OT/KUcqkQ9gjNw2aKxyYTL2l_res.gif)
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].