Users

From the side menu, in Settings -> Users, you can manage the users of an organization. This section allows viewing, modifying or creating users, as well as assigning them a role and setting a language for console use.

User Creation

In the list view, the New button will open a window with a form to fill in the fields with the information of a new user. In addition to the first name, last name, and email, you must assign a user role with which they can access the Portal, as well as the language they will use the console with and the department they belong to within the organization.

Export and import users

The list view presents a table with all the users created for that organization. Each row shows, in addition to the main user data, the View Details button, from where it is possible to edit the user's data or even delete them, depending on the role assigned on the platform.

To export the list of users seen in the list view, just press Export Users. This action will download an Excel file with the list of the organization's users and their respective data.

If the intention is to add several users at once, click Import Users. This action allows you to select a file from the device. If you want to perform a mass import, Flexxible recommends doing an export first to obtain the Excel file with the correct format. From there, you only need to complete it with the required changes, and finally import it.

Additional options

The options menu in the list view also allows Reload Table, an enhanced option, very useful when wanting to update the user list, especially when new ones have been created or imported from an Excel file.

The Search by Term field allows for more precise searches. Simply enter words that correspond to some data of the users you are looking for to quickly access them.

Filter is a more comprehensive alternative to access specific users according to the fields that correspond to their data: full name, email, department, or role.