A user is someone in your organization who has access to Workleap Onboarding. Administrators can add and manage users in Workleap Onboarding.
You can do everything you need to add and manage users by clicking "Settings" in the main menu and then by selecting "Users" in the dropdown.
Users can have different access levels, meaning that they can do different things in Workleap Onboarding based on the nature of their work. There are three different access levels:
Employee - A user who only has access to the activities they are assigned to, can also be added as Plan Editor.
Plan creator - A user who can create plans and manage resources.
Administrator - A user who can manage all the organization settings.
What does this article cover?
Now that you know what a user is, use this article to learn how to:
Add a user
In the top left of the Users page, click on the "+ Add user" button. A dropdown will let you fill in the information needed to invite a new user! You’ll need to give us some information to get started:
Email - The user’s email address should be entered here. This email will be used to send the user notifications and as part of their login credentials.
Custom message - Use this message to tell new users any important information they need to know about getting started with Workleap Onboarding for your company. Don’t worry if you have nothing planned, you can leave this blank and we’ll send a friendly welcome message automatically.
Select access level - In the bottom left is a dropdown button where you can choose the access level for the new user.
When you’ve finished, click on the "Invite" button.
The user will be sent an email with a login link that will guide them through their account creation!
Note: You can tell when a new user has set up their account when their "Status" changes from “Invited” to “Active.”
Update user information
When you need to update a user name, email address, or access, first locate the user on the "Users" page. If you have a lot of users, you can find the one you need by using the top search bar or the helpful Permissions and Status filters for the page.
To update a user's access level, click their current access level and then select the new one from the dropdown. Simple as that!
If you need to update a user name, job title, or email, click the three dots at the end of the row and select "Edit user details".
Make sure you click "Save" button to keep your changes!
Deactivate a user
If a user no longer needs access to Workleap Onboarding, you can deactivate them from the "Users" page. If you need to deactivate a user, click the ellipses at the end of the row and select "Deactivate".
Deactivated users will not be able to log in to Workleap Onboarding and will appear to others as deactivated.