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Version: 25.4

Users

From the side menu, in Settings -> Users, users of an organization can be managed. This section allows you to view, modify, or create users, as well as assign them a role and set a language for their console use.

The list view presents a table with all users created for an organization. Each row shows the following data:

  • Full name: user's first and last name
  • Email: user's email address
  • Department: department to which the user belongs within their organization
  • Role: role type assigned to the user
  • Email login: indicates whether the user has Enabled or Disabled login to the Flexxible consoles through the use of email address and password.
  • Created by: name of the user who created the user whose data is being queried.
  • Updated by: name and email address of the last user who updated the user information in Portal.
  • View details: opens a form to edit the user's data and possibly delete it, depending on the assigned role in Portal.

users-table

Create users​

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 name, surname, 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 in and the department they belong to within the organization.

create-user

Batch creation of users​

If you want to add multiple users at once, then you should click Import users. This action allows you to select a file from the device. If you're looking to do a bulk import, Flexxible recommends first doing an export to get the Excel file with the correct format. From there you only need to complete it with the required changes, and finally import it.

options-menu-user

User export​

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

Additional options​

The menu of options in the list view also allows you to Reload the table, which is a useful enhancement when you want to refresh the user list, especially when new ones have been created or imported from an Excel file.

The Search by term field allows more precise searches, just enter words corresponding to any user data to quickly access them.

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