Managing users

In this section, you learn how to manage users in Hesh: add new users, edit their data, add them to a department and set up a position, set days off, and much more.

• New users are added with a Pending status by default.

• Users have basic permissions by default (Product page - view only).

Accessing the page

General view of User`s page

Adding user

1. Open "User" page

2. Press "Add user" button

3. Fill in basic Info needed for adding user in "Add user" modal

4. Press "Add button"

5. Find your user in the list and open user profile page with all info about this user: General info, Security settings, Position info, Permissions, Day off info

Managing users

Adding user

1. Press "Add user" button

2. Fill in basic Info needed for adding user in "Add user" modal

3. Press "Add button"

4. Find your user in the list and open user profile page with all info about this user: General info, Security settings, Position info, Permissions, Day off info

Inviting users

1. Adding Users:

   • When you/admin add a new user, an invitation email is automatically sent to them.

2. Resending Invitations:

   • If needed, Admin can easily resend invitation emails to users who are still in Pending status.

   

   Resend an invitation
3. Invitation Link:

   • The link is active for 24 hours.

   • The link is deleted if the manager changes the password or if the user status changes from Pending to Inactive.

4. Invitation Link Expiration:

   • If the invitation link expires, the system automatically sends a notification to the admin's email with a new link.

5. Process of accepting an invitation:

Invitation for new user

Setting the password

User status after accepting invitation

Sorting Options for User List

Use the "Sort" dropdown to arrange the usert list in the order that's most relevant. You can sort by User name, Status , or Create date.

Use the "Sort" dropdown to arrange the usert list in the order that's most relevant. You can sort by User name, Status , or Create date.

• Create date: Oldest first ⬆️, Newest first ⬇️.

• Status: A → Z ⬆️, Z → A ⬇️.

• User name: A → Z ⬆️, Z → A ⬇️.

Filtering Options for User List

Use the "Filter`s" dropdown to look through the usert list in the view that's most relevant. You can filter by "Status" and "Vacation".

• Status: All, Active, Inactive, Pending

• Vacation: All, At vacation, Not at vacation

Searching Options for User List

Use "Search by Keyword" option for searching users in your company.

Inactivating user

The user cannot be deleted, only inactivated.

Likewise, you can easily restore access to a user with the same profile.