This article explains the feature overview of the My People Function Access: Admin/Managers
Welcome to the My People feature on the Plumm platform. This guide provides an in-depth walkthrough of this feature, offering insights into its purpose and benefits.
My People allows you to manage users effectively. From viewing current users to making admin-related actions, this feature streamlines user management for a seamless experience.
Prerequisites
Before diving into My People, ensure you have the Admin permissions and a clear understanding of your users' department structure.
Accessing the Feature
- Navigate to the menu sidebar.
- Click on 'Admin' in the submenu.
- Choose 'My People' from the options that appear.
Detailed Feature Guide
Section 1: Basic Features
Description:
The main table displays user details - name, email, department, job title, and create date.
Basic Tasks:
- Edit user details - you'll be able to change user information.
- Delete users - you'll be able to
- Trigger a password reset email - you'll be able to automate email notifications for new users or for users who don't remember their password.
Section 2: Advanced Features
- Make a user admin - you'll be able to assign users as admin as well as take admin privileges of one assigned already.
- You will also be able to schedule a deactivation of a team member after a certain date.
Section 3: Tips and Tricks
Efficient Use: you'll be able to import multiple users into the platform by uploading a template.
Troubleshooting/Common Issues
Common Problems:
- Unable to add multiple users: check if the file format is the correct one.
- Issues with department allocation - make sure you add your company department list before you add any user.
FAQs (Frequently Asked Questions)
Q1: How can I remove admin status from a user?
A1: Click the 'X' button next to the admin tag, follow the prompts to confirm.
Q2: What should I do if users could not be added?
A2: Check the document for errors, re-upload the file, and try again.