Adding a new user
Step 1: Navigate to Admin Settings > User Access Settings > User Management > Add New User > Add a single user.
Step 2: Enter the user's First Name and Email ID, and assign the appropriate User Access Role. Add the user's Professional and Personal Details and click on Save.
Please note: Any new email address not already existing in the system cannot be mapped to a Manager role.
Requesting Additional URF and UDF Fields
In addition to the default URF (User Reference Fields) and UDF (User Defined Fields) provided in the system, you can request the creation of additional fields from the backend.
You can request up to 12 UDF and 8 URF fields.
Please note:
These custom fields will be titled as N1, N2, etc.
It is the responsibility of Super Admins and Admins to maintain a record of which field (e.g., n1, n2) corresponds to which data point.
When uploading user data via CSV using the standard template, ensure that any additional fields you've requested are also added as columns in the CSV. This is necessary for them to be mapped correctly during the upload.
Add users in bulk
Adding users to Empuls is as easy as uploading your employee master data in CSV file format.
Step 1: Navigate to Settings > User Access Settings > User Management > Add New User > Add multiple user accounts.
Add Bulk Users
Step 2: Review the Pre-import data settings guidelines. Download the sample file if you still need to do so. Click on Next.
Step 3: Upload the CSV file containing the Employee Data and ensure its accuracy before proceeding. Click on Next to continue.
Upload user data
Step 4: Once the user data is uploaded, click on Next to send invites to users.
Upload preview
Step 5: All the newly added users will receive an invite to access their Empuls account.
Invite users
Step 6: Select the Send Invites Later option if the invite needs to be sent at a later time. The users will still be added to the platform.
Step 7: You can choose to invite users from User Management at a later stage.
Send invites
Other Settings
From the User Management section, Admins and Super Admins can perform the following actions:
Edit user details
Disable a user
Change a user's email
Change Password
Log in as a user
Steps:
Navigate to Admin > User Access Settings > User Management.
Locate the user you want to manage and go to the Action column.
3. Click the pen icon to edit user details.
Make the necessary changes and click Save.
4. To log in as a user, click the Login as User icon below.
- Enter the reason for logging in, and check or uncheck the box, depending on whether you want to notify the user.
5. Click the disable icon to deactivate the user.
Click Disable if you are sure else click Cancel.
6. The Change Password option is available but needs to be enabled by raising a request with [email protected].
Once enabled, it will appear under User Management for Super Admins.
Steps to Change Password:
Click on the Change Password icon as shown below.
Enter the new password and confirm the password in the form.
Review the information and click Change Password to update the password.
7. Click the email icon to change the user’s email address.
Enter the new email ID and click the Change Email button.
Where to find this in the platform?
Application URL : https://{{tenant_url}}/home/usermanagement