This is the User Management page where you can manage your users. This page is accessible only to those users who are part of the Account Admin group.
Users Management
The Users page allows you to manage all your users efficiently.
- The User Table is similar to a simple dataset.It allows you to add, edit, and delete users.
- You can select a single row by clicking on the row serial number, such as 1, 2, etc.
- You can manage user field and also re-arrange user columns by clicking on the Manage User Attribute button, similar to the dataset.
- You can add a new user by clicking on the "+" icon.
- When adding a new user, the key, name, and email fields are mandatory.
- You can delete a user by selecting the user's row and clicking on the delete icon.
- To set a password for a user, select the user's row and click on "Set Password."
- To view user authorizations, select a row and click on "Authorizations."
- To Activate/Deactive user, select a row and click on Activate
- You can use filters for the user table to view filterable users.
- You can upload a CSV or Excel file containing your users' data, and download your users' data in either Excel or CSV format.
- You can also edit additional user details such as language, group, manager, dark mode, RTL, and active/inactive status.
Groups
A group is where you can add a collection of specific users. Groups can be used to initiate workflows or to authorize actions for all members within the group.
There are four types of groups created by the system.
- Administrators
- Account Admins
- Developers
- EveryOne
You can view system group authorizations here.
Everyone group:Every NileDesk account comes with a system-generated group called Everyone. All current users are automatically added as members. When you add new users, they are automatically added to the Everyone group. Users cannot be removed from this group, and this group cannot be edited or deleted. To share a flow with the entire organization, share it with the Everyone group.
You can use a group to initiate a workflow for the entire group or grant specific authorizations to the entire group. You can also create a new group by clicking on Add Group and add users to it.
You can edit group users by clicking on the add user icon, allowing you to add or remove users.
Delegations
The delegation feature in our application allows users to delegate tasks or responsibilities to another user for a specified period. This is particularly useful when one user needs to assign their duties to another user temporarily.
In the User Field, select the user whose tasks you want to delegate.
In the Delegated User field, choose the User to whom you want to delegate tasks. This is the user who will temporarily take over your responsibilities.
Choose the start date and time for the delegation period in the From Date field.
Similarly, select the end date and time for when the delegation period will end in the To Date field.
During the delegation period, any document assigned to the User will automatically be assigned to the Delegated User.