Staff Management Archives - Reportal https://www.reportal-app.com/support/category/staff-management/ An Easy To Use Mobile Forms Solution For Data Collection Fri, 29 Nov 2019 13:57:24 +0000 en-GB hourly 1 How Do I Revoke a Staff Member’s Access To The App? https://www.reportal-app.com/support/how-do-i-revoke-a-staff-members-access-to-the-app/ Thu, 24 Oct 2019 08:19:18 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=604 Rather than deleting a user account, a staff member can be marked as “not active” which will prevent them from being able to log in and use Reportal. To activate or deactivate the user account for a staff member, login to the admin portal and click on the Staff tab. From here, click on the appropriate user to open the edit pop-up. Next, tick or un-tick the “Activated?” checkbox accordingly, then click “Update” to save […]

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]]> Can I Update a User’s Account Information? https://www.reportal-app.com/support/can-i-update-a-users-account-information/ Thu, 24 Oct 2019 08:18:55 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=602 If you’re the owner or manager of an organisation then you can update the account information for all users of your organisation. To do so, login to the admin portal as an owner or manager then click “Staff” to open the user management page. From here, you can click on any user to view and modify their account details.

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]]> How Do I Assign Managers? https://www.reportal-app.com/support/how-do-i-assign-managers/ Thu, 24 Oct 2019 08:18:36 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=600 Managers are users within your organisation that have additional privileges such as the ability to modify reports and files. When creating a new user, simply set the user type to “Admin” in the “User type” drop-down and this will create them as a manager. This can be edited later if necessary.

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]]> How Do I Add a Staff Member, or Remove a staff Member From a Team? https://www.reportal-app.com/support/how-do-i-add-a-staff-member-or-remove-a-staff-member-from-a-team/ Thu, 24 Oct 2019 08:18:13 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=598 Login to the admin portal and click “Staff” to open the user management page. You will see an expandable list of teams together with the users that are currently within that team. You can also tick “Hide Teams” to view a list of all users without their associated teams. There are two methods of modifying the teams assigned to a user. Both are very simple, so you can use whichever works best for you! Change […]

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]]> How Do I Add Or Remove a Staff Member? https://www.reportal-app.com/support/how-do-i-add-or-remove-a-staff-member/ Thu, 24 Oct 2019 08:16:54 +0000 https://www.reportal-app.com/?post_type=epkb_post_type_1&p=596 Firstly, login to the admin portal as an organisation owner, then click on “Staff” to go to the user management page. Adding a new user Click the “Add Staff” button to open the new user pop-up. Fill in all of the necessary information in both “Account” and “Teams” tabs and click “Create” to add the user. The “User type” drop-down defines if this user will be a regular user (User) or a manager (Admin). Regular […]

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