Overview of Users
Your employees can be added to
Qntrl organization as
users
. Once you add a
user
to the organization, an invitation email will be sent to their email address. Upon accepting the invite, they will become an
active user
of your organization.
Users
can be grouped together to form
teams.
Users
or
teams
can be assigned
cards to be performed. They can complete the whole card or carry out only a part of the card
by performing one or more
transitions
of the
blueprint.
How to add a user?
-
Navigate to
and select Users under User Management.
-
Click the
New User
button.
-
Enter the details:
-
Email Address
: Enter the email address of one or more users that you're adding to be added to the organization.
-
Profile
: Pick a user profile from the list of profiles available.
Learn more
about the profile privileges here.
-
Roles
: Assign a role to the user from the list of available roles. In case there are no roles available, you can add a new role.
Learn more
about user roles.
-
Select Team
: Select a team to which the user might belong.
-
Reporting To
: Select a user to whom the added user must report.
-
Click
Save.
You can find the new user added to the list of active users.
Explore
business scenario
on onboarding your organization in Qntrl
Types of users
Active user
-
Every user added to the organization is an
active user.
-
You have the option of
deactivating
an active user. Once a user is deactivated, they will not be able to access the Qntrl organization. However, upon reactivation, access will be restored.
Learn how
to deactivate users here.
-
If an active user has not accepted your invitation yet, you can
re
-
invite
the user.
Learn how
to re-invite them here.
-
You can also
delete
active users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked.
Learn how
to delete users here.
Inactive user
-
All
deactivated
users in your organization are listed here.
-
You have the option to activate them again using
Reactivate. Once the user is reactivated, they're again added to the list of active users.
Learn how
to reactivate users here.
-
You can also
delete
inactive users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked.
Learn how
to delete users here.
Unconfirmed user
-
Users who have not accepted your invitation to join the Qntrl organization are listed as
unconfirmed
users.
-
You can
re-invite
them to join your organization.
Learn how
to re-invite users here.
-
You have the option of
deactivating
these users.
Learn how
to deactivate users here.
-
You can also
delete
unconfirmed users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked.
Learn how
to delete users here.
Deleted user
-
Users
deleted
from the organization are listed here.
-
Deleting a user is an irreversible action as all user permissions to access Qntrl will be revoked.
Learn how
to delete users here.
-
Only the user name and email ID of a deleted user will be displayed.
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