Is there a change in your workforce? You want to make these changes on Incenteev? This article is for you! 👇
Prerequisite:
To do this manipulation, your permission profile must give you the right to do so.
To add a member to your platform
Go to the user management space by clicking on the gear button at the top right of your screen, then "Organization Administration" and "Manage 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
⚠️Deactivate, not delete!
A user who has confirmed their account on Incenteev will not need to be permanently deleted to maintain history consistency. However, you can deactivate it. A deactivated user will no longer be able to access the platform and will no longer receive any notification emails. He will also not be invoiced anymore.
Go to the user management space by clicking on the gear button at the top right of your screen, then "Organization Administration" and "Manage 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".
To reactivate a user's account
Go to the user management space by clicking on the gear button at the top right of your screen, then "Organization Administration" and "Manage 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".
You are ready to apply a few changes to your user base.
You may be interested in this article: Need help changing the hierarchical position of a user on your platform?
😀See you soon on Incenteev 😀