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Creating New User Profile
On the Navigation menu, point to Company profile, and click Users. The Users page appears.
Click Create. The Create New User page appears:
Fill in the required information. The fields that are to be filled mandatory are marked with the * symbol.
Among others, please pay attention to the following boxes:Role: the role determines the rights of a user in the system. For more information, please read section User Roles.
Login: once created it cannot be changed.
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Depending on a tariff, certain limitations can be applied to the number of created users. If you have already reached the limit, you cannot add a new user. After clicking Create, you will see the respective message about this.
Uploading User Avatar
If you wish, you can customize user profiles with their avatars.
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On the Navigation menu, point to Company profile, and click Users.
Open the required user profile and click Edit at the bottom of the page to switch to editing mode.
To upload avatar from your PC,
In the Upload file form, click Add.
Browse to the picture you want to upload.
To upload an avatar from an external web-source,
Click Upload via link to expand the form.
Locate mouse pointer into the bar and enter the web-link.
Click Upload, then Save.
Uploading User Documents
You can upload and save different types of documents relating to a user profile, e.g. passport, photos, signatures, visas, etc. It helps you to store the information in the system and have the immediate access to the documents at any time.
To upload a new document,
On the Navigation menu, point to Company profile and click Users.
Select the user for whom you need to upload a document, and the click Documents.
On the Documents tab, click Upload. The Upload New Document window appears:
Specify the following information:
Document type. Specify the type of the document being uploaded: signature of file, birth certificate, medical certificate, passport, photo, questionnaire, etc.
Validity period. Specify the starting and ending dates of validity of the document being uploaded.
To upload a file from your PC,
In the Upload file group, click Add.
Browse to the document you want to upload.
Click Open.
To upload a file from the external web-source,
Click Upload via link to expand the form.
Click Add. The URL bar appears.
Enter the location of the file on the Internet into the URL bar.
Click Upload. The file appears in the list of uploaded documents.
Click Save.
Browsing Users
After you have set up the profiles of the employees, you can view the list of created users organized in a list:
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Browse the users of your network.
Add new users.
Change user details and roles.
Activate or inactivate users.
Download the list of users to your computer.
To download the list of created users to your computer as an Excel-file, on the Users page, click
The list of users will be downloaded to your computer in the XLS/XLSX format.
Deactivating Users
To restrict user's access to the system,
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