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Manage User and Roles to organize your teams.
How can I invite users to my account?
To invite users to your Flokzu account, first go the ‘User Management’ section on the side menu. Then, click on ‘Invite Users’ and enter the email address of the person you want to invite. Invited users will receive an email to their email address. Once you have invited users t
How can I assign roles to users?
There are two ways to assign a role to a user: starting from the role or from the user profile. The first alternative is useful if you want to assign the same role to multiple users. The second alternative, if you want to assign multiple roles to the same user. If you want to use the first alternative, you need to start by editing the role you wish to assign. Just go to the ‘User Management’ section on the side menu and then click on on the ‘Roles’ tab. Next, click on the pencil icon at the rig
What is a 'user'?
A user is any person who has been invited to the Flokzu account of your organization. Users will need to confirm their invitation so that they can access the account. However, you can assign tasks and roles to users that have not yet accepted your invitation.
How can I remove a user?
To remove a user, just go to the “User Management” on the side bar and then to the “Users” tab. Next, click on the trash bin icon at the right of the user you want to remove. Confirm your decision and the user will be removed from your account. What happens when I remove a user from my account? Reports Once the user is removed, it will appear no longer i
How can I create a role?
To create a new role, justo go to the ‘User Management’ section on the side menu. Then, click on ‘New Role’. Next, write the new role name and click ‘Save Role’. Once you have created the role, it will appear empty (it does not co
How can I remove a role?
To remove a role, just go to the “User Management” section on the side menu and then to the “Roles” tab. Next, click on the trash bin icon at the right of the role you want to remove. Confirm your decision and the role will be removed from your account. What happens if I remove a role from my account? Reports Once you remove a role, it will appear no longer
How can I edit a role?
To edit a role, go to ‘User Management’ section on the side menu and then click on the ‘Roles’ tab. A list with all existing roles in your organization will be displayed. Next, move the pointer over the role you want to edit and click on the pencil icon at the right of the role. A new window will open which will show you two options: 1. Edit the role name.
What is a 'role'? How many roles are there by default?
Roles are a way of grouping the users of your organization. You can use roles to group them by their position (e.g. Manager, Auditor, Sales Agent); by their location (HR, Management, Warehouse); or by any other criteria you see fit. In Flokzu
As we saw in the post How can I invite users to my account?, both the Administrator and Business Analyst of an account can invite all the users they want through the ‘User Management’ section. Being an Administrator or Business Analyst, you only need to know the email addresses of the users you want to invite, so that they can join your account. However, there is also the possibility that your own
Do user invitations expire?
Every invitation made by a user will be valid for the next 30 days. Once the invitation expires, the user who was invited will not be able to access the account any longer. How can I re-invite a user? To re-send an invitation to a user, go to the ‘User Management’ section and then to the ‘Users’ tab. Next, click the ‘Invite Users’ button. The list of users