Workpack: User Management for Company Admins

User Management for Company Admins

A Company Admin’s privileges include viewing, creating, editing and deleting user accounts of their company via the Admin Panel. Multiple accounts can be admins of the same company.

Admin Panel

A Company Admin’s Panel displays a list of all Users associated with their company.

A Company Admin can only create, edit and delete accounts in their company and cannot view any data related to other companies or tenants. Company Admins can also assign the Company Admin role to any account within their company.

Basic Operations

To access Admin Panel, a user with an admin role needs to select ‘Admin Panel’ in the toggle above the projects dashboard.

Account creation

To add a new account, press the ‘+ Add User’ button, fill in the required Name and Email fields and the optional Surname and Role (User or Company Admin), press ‘Save’.

Account editing

To edit an existing account, find it via the search feature or manually and press the ‘Edit’ button. Edit any data except for Username and Company, press ‘Save’.

Account removal

To delete an account, find it via the search feature or manually, press the ‘Delete’ button, confirm.

User Status

Company Admins have the ability to manage the status of user accounts associated with their company. The available statuses are:

• Active: The user can log in and access their account.
• Disabled: The user cannot log in until the account is reactivated.

To change a user's status, navigate to the Edit User window. From there, you can select the desired status for the account.

User Roles

Company Admins have the ability to change an account's role between two options: User and Company Admin.

To change an account's role, simply navigate to the Edit User window. From there, you can select the desired role for the account.

Please keep in mind that users with the Company Admin role will have access to manage other users within the company.

Bulk Registration of Users

Admins can now easily add many users at once using the new bulk user registration feature. Only users with the Admin role can initiate the bulk user registration (as only they can access the Admin Panel).

• Click on the ‘Import Users’ button in the Company screen:

  

• Download the Google Sheets Template document via the Download Template link.
  

• The template file will follow the format below:

  

• Once all the user information has been input, upload the file listing company users.
  

   

• After the file is uploaded and processed, admin will see a notification in the bottom tray and all added users are assigned to their Company.

  

• All added users will receive emails and are required to complete their registration by following the link:

  

• If a user list contains emails present in the database (used in existing accounts) or non-valid emails, admin will be able to view that in an error report available at the link in the bottom tray:

  

• Tenant admins can add users right to the tenant — they will not be assigned to any company

Company Admins can also efficiently manage accounts by performing bulk actions for activating, disabling, or deleting them.

To select all accounts at once, simply click the checkbox in the table header, or check specific accounts individually. After making your selections, click the ‘Activate/Disable Users’ or ‘Delete Users’ button to complete the action.

User Assistance

Company Admins can assist users with completing registration, changing their email address, and resetting their password. For example:

Get ‘Complete Registration’ Link: If a user doesn't receive the ‘Complete Registration’ email, a Company Admin can resend it.

Change user email: A Company Admin can change a user's email address or assist them in confirming an email change they've initiated themselves.

Reset user password: A Company Admin can reset a user's password if the user is unable to log in with their current password.

For a comprehensive guide on these features, please refer to the User Assistance page.