Step 1: Click on left side corner at the profile logo, the window popup, with User Management, Click on that.

• The three options appear above: User Management, Manage Role and Company Code & Sub Place are only visible to Admin. It will not be visible to any of the member.

Step 2: Admin can invite member in three ways:

1. Adding up with E-Mail / Phone No.:

By entering up the registered E-mail address or phone no. of a particular person.

Click on invite user at the left side of the tab,

A new window appears, in which click on the invite member icon at the top right corner.

A new popup shows, enter the registered E-mail id or phone no. of the member to whom admin needs to send invitation.

Click on “Add”, the invitation has been sent to the particular member.

2. Add New User:

An admin can invite a member by creating or adding up the personal details of a particular member.

Click on left side corner at the profile logo, the window popup, with User Management, Click on that.

A new window appears, Click on the + icon at the top right corner to add new user.

A popup appears, in which admin needs to enter up the personal details of that particular member and need to create password.

After filling up the details,

• There is a tick box of Active status, it is mandatory to click on that.
• Admin need to choose organization and Company before proceeding further.

Click on Create it, than the invitation has been sent.

3. Add members in Bulk:

There is an option of Import Excel and Export Excel for adding members in bulk.

Click on left side corner at the profile logo, the window popup, with User Management, Click on that.

A new window appears, Click on the Cross icon near to the search option at the top right corner to add users in bulk.

A popup appears with the two options:

1. Import Member Bulk: Click on that a window popup, in which you need to select the excel you needed to import for adding users in bulk.

There is a note written there “Click Here” there is a particular format to import excel.

After uploading the Excel file, click on Import. The invitation has been successfully sent in bulk.

2. Export Member List: If you need to export members list in excel, then you need to click on the Export Members list. Then the list would be successfully exported to excel.

Step 3: There are the three icons in Action Column which are:

1. Edit: In this admin can edit any details of the particular member.

Click on edit with a pen icon in Action column

A window appears, in which admin can edit any details of any member and can save it.

It will be saved successfully.

Active / Deactivate any member: While you are editing details of a member, you get a checkbox of active status in which you can deactivate a member by un tick the active status, then the member id will be deactivate but the work history will be visible.

2. View: In this admin can view in which particular board or workspace a member is added.

Click on view option with an eye icon in Action column.

Admin can view in which particular workspace or board a member is added and can directly open that workspace or board if you are also added to the workspace or board.

3. Delete: In this admin can delete a particular member.

Click on delete icon in Action column

 

In this admin can delete a member by clicking on OK.

The deleted member will not be visible in user list and not be able to login but the past history will be visible to everyone. Only admin can delete that.