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Users

The user card is accessed either by the menu MY PROFILE or through the USER > SEARCH where you will find all the users in your system.

The buttons

On the front page of the user card we find different buttons:

  • Edit: Used to edit the user information
  • Mobile auto-configuration: Used to give a user access to the mobile app
  • Become user: It's possible for an Administrator to log on as any user through this function
  • Deactivate: When a user is no longer needed it can be activated here. You will then be asked to choose a new existing user whom the responsibility will be transferred to
  • Delete: You can delete a user here
  • Reset password: Reset the user's password; this will send a mail to the user with a link where they can enter a new password
  • Configure: Used to configure some integrations
  • Less:/more Show more/less of these buttons

User tabs

Right under the user card, we see the user tabs. These have different purposes:

  • Activity: Here is shown a chronological list of activities that the user has been involved in.
  • Competences: See what competences the user has
  • Disclosure: GDPR related tab viewing a list of objects the user has been in contact with
  • Equipment: See what equipment the user is attached or responsible to
  • Files: See files related to this user
  • Forms: Fill out forms and see previously filled out ones
  • Linked: A tab related to special integrations
  • Map: See a list of checkins for this user on a map
  • Notes: See and write notes regarding this user
  • Prices: See and edit this users prices when registering hours on any task
  • Production: See this users past, present and future production
  • Salary: See salary related information
  • Statistics: Choose different mini reports to see statistics about this user
  • Working week: See this users workweek



You can search for users in the USER > SEARCH menu, where you may also edit or anonymize selected users.

Notice that when doing free text search, and the search text is 1 or 2 chars, users will only match if their full name, email or employee number begins with the search text. So searching for "Pl" will not find "Robert Plant", because "Pl" is only 2 chars and so the start of the full name must match. 



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