Configuration - User

Users - Unlocking a user account
This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: If a user repeatedly ent...
Mon, 27 Sep, 2021 at 4:54 PM
Custom Filter - User assignment
Once you have created the custom filter, you can assign it on a User level to the various view permission - as noted below:  Admin user view Staff record...
Fri, 9 Apr, 2021 at 11:46 AM
Making an adhoc rota change
Please follow the below step by step guide: Navigate to: Admin > Users > Users Use the search filters to find the user you wish to update, and then...
Fri, 22 May, 2020 at 3:24 PM
Changing/Assigning Rota on a User Level
If you would like to alter the rota pattern assigned to a user, we'd recommend following the below guide.  Note, this will prompt an update to refr...
Fri, 23 Apr, 2021 at 10:12 AM
Users - Resetting a user's password
Please follow the below step by step guide: Send an automated email Navigate to: Admin > Users > Users Use the search filters to find the Us...
Mon, 27 Sep, 2021 at 4:52 PM
Reinstating a Leaver
Step by step guide: Navigate to: Admin > Users > Users Use the search filters to find the Leaver you wish to reinstate, then press the blue &quo...
Fri, 22 May, 2020 at 3:26 PM
Deleting a User
Please follow the below step by step guide: Navigate to: Admin > Users > Users Use the search filters to find the User you wish to delete, then pre...
Fri, 22 May, 2020 at 3:26 PM
Marking a User as left
Please follow the below Step by step guide: Navigate to: Admin > Users > Users Use the search filters to find the User you wish to mark as left, th...
Fri, 22 May, 2020 at 3:26 PM
Users - Adding a new User
This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: Each employee in your or...
Mon, 27 Sep, 2021 at 5:20 PM
How to set up Delegation
When an authoriser is away from the office, they may wish to delegate their authorisation to another authoriser.  This guide outlines how to set this up....
Wed, 19 Aug, 2020 at 5:22 PM