Want to reflect employee changes on your Incenteev user base?
To add a member to your platform, here is what you need to do:
- Go to the user management space by clicking on the gear button at the top right of your screen, then "Organization Administration" and "Manager users."
- Click on the "+" button.
- Fill in the information about the new member you need to add and click "Save."
Once you have created a new member, do not forget to invite him/her to connect to the platform. To do so:
- Search his/her name using the search bar.
- Click on the three-dot button to the right of his/her line, then "Invite now."
The user will then receive an email inviting him/her to connect to the platform using a link indicated in the email. By clicking on this link, (s)he will access the platform after creating a password.
To deactivate a user's account, here is what you need to do:
- Go to the user management space by clicking on the gear button at the top right of your screen, then "Organization Administration" and "Manager users."
- Search the user's name using the search bar.
- Click on the three-dot button to the right of his/her line, then "Deactivate this user."
A user whose account has been deactivated will not be able to connect to the platform again.
To reactivate a user's account, here is what you need to do:
- Go to the user management space by clicking on the gear button at the top right of your screen, then "Organization Administration" and "Manager users."
- Click on the "Active users" button, and choose "Deactivated users."
- Search the user's name.
- Click on the three-dot button to the right of his/her line, then "Reactivate this user."
Congratulations!
You are ready to apply a few changes to your user base.
Need help changing the hierarchical position of a user on your platform?