Managing Users

Overview

A user is initially assigned a role at the time they are invited to WorkSight FLOW. This role includes their permissions for the system. These roles may be changed or updated by a Super Administrator once the user has logged into the system for the first time.

A user can be both a user and an employee or can be just a user, without an employee profile. see invitations To FLOW - Users and Employees.

For information on setting up an employee in FLOW, see Creating and Managing Employee Information. 

Note: Roles are managed separately from the users. see Role Permissions

The article covers the following topics to invite or manage a User:

• Assign a role when inviting a user
• Managing a User's Role or Information
• User Options

Assign a role when inviting a user

There are six default roles specified in FLOW: Super Administrator, Administrator, Manager, Clerk, Employee, and none. Each have different permissions. see Role Permissions

If you’re ready to invite another person to join your account:

1. Click the Invite to FLOW+ button at the bottom of the sidebar.
   
2. In the dialog box, specify their email address and choose their role.
   • If the chosen role is Employee, Flow verifies whether it is an existing employee email address.  If the email address cannot be found, an Employee field is added to the dialog. Once the user picks an Employee, the email field on their employee profile is filled in.
     
3. Click Send Invite.

Once your teammate confirms the invitation from the email sent to them and completes the sign-up process, they can hit the ground running and start viewing or tracking time using the browser or mobile apps.

Managing a User's Role or Information

You can change the roles of existing users in their User profile. This will grant them the role's permissions. (see Role Permissions)

1. In your FLOW account, click your profile icon in the upper-right corner of the page header, select Settings then navigate to Settings... Users.
2. In the list, click on the edit pencil under the name of the User you wish to update:
   The user profile will appear in the right panel
   
   
   
3. Click the Roles drop-down in the right panel.
   
4. Choose the role's name.
   Note: In addition to the default roles, all customized roles will appear in this list
5. Change any other User fields that require updating.
6. Once done, click Save.

User Options

Click the three-dot (…) icon in the right pane and select from the users options menu.

From here you can:

1. Add a User Defined Field (UDFs)
   UDFs can be added to users to include other details to the user profile, such as comments. The UDF will appear on all User Profiles. For more details, see: Creating and Managing a User Defined Field (UDF)
2. Delete User
   If a User has left the organization or no longer needs access to the system you can delete them. They will no longer be able to log into FLOW.
   If a User returns to the organization, you can re-invite the user.