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User Management

ℹ️ This action can only be performed by an Admin.

Accessing the User Management Page​

Follow these steps to access the User Management page:

  1. Log in with your Admin account.

  2. Navigate to Admin View:

    navigate-to-admin-view.png

    • Click on your company logo (top left of the screen).
    • Select Go to Admin view.

You will now be directed to the User Management page.

Adding a New User​

To add a user to your organization:

  1. On the User Management page, click + Add User (top right).

    user-management.png

  2. Enter the user’s email. This email will be associated with their new account.

    invite-user.png

  3. Assign access to organizations:

    • If the user is an Admin, they will have full administrative access to the selected organizations.
    • If the user is a Member, they can be assigned either Admin or Member access within those organizations.
    Example: Organization Access

    Your company has multiple locations:

    • HQ
    • Westgate
    • Bukit Panjang
    • Yishun
    • Sengkang

    If you invite youremail@gmail.com and assign access to:

    • HQ (Admin)
    • Bukit Panjang (Member)
    • Yishun (Admin)

    Then, this user will have Admin access in HQ and Yishun and Member access in Bukit Panjang.

    organisation-access-example.png

  4. Click Send Invitation.

📩 The user will receive an invitation email.

Troubleshooting Email Invitations​

If the new user does not receive an email, check:

  • If the email address is valid.
  • If the invitation email landed in their Spam folder.

Removing a User from an Organization​

To remove a user’s access to specific organizations:

  1. On the User Management page, click on the user’s name.

    select-user.png

  2. Navigate to the Organizations tab.

    remove-user-from-organisation-select-organisations-tab.png

  3. Uncheck the organizations they should no longer have access to.

    remove-user-from-organisation-uncheck.png

    🔹 If you remove access to all organizations, the user will no longer be able to log in.

  4. Click Save to confirm changes.

    remove-user-from-organisation-save.png

Checking User Roles (Admin vs. Member)​

To determine if a user is an Admin or Member in a specific organization:

  1. Open the User Management page.

  2. Click on the user’s name.

    select-user.png

  3. Go to the Organizations tab.

    organisations-tab.png

  4. View the assigned roles for each organization.

    organisations-tab-highlight-roles.png

For example:

  • Bukit Panjang → Admin
  • HQ → Member
  • Yishun → Member

This means the user has Admin access in Bukit Panjang and Member access in the other locations.

✅ That’s how you manage users in your organization! Need further assistance? Reach out to support.