ECH User Screen: Difference between revisions
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The User screen is the second button on the side bar, and manages all the users in your organisation. | The User screen is the second button on the side bar, and manages all the users in your organisation. | ||
=== List Tab === | === List Tab === | ||
Add Users via a form or [[How to add users to EventR via a spreadsheet|via a spreadsheet]]. You can also create and manage your [[departments and groups]] which are used to speed up assignments. [[Roles and access|Permissions]] can also be edited here including adding new roles. | Add Users via a form or [[How to add users to EventR via a spreadsheet|via a spreadsheet]]. You can also create and manage your [[departments and groups]] which are used to speed up assignments. [[Roles and access|Permissions]] can also be edited here including adding new roles. | ||
[[File:ECH User Screen.png|thumb|Enterprise Coordinator Hub User Screen|center|717x717px]]'''IMPORTANT:''' Once a user is user is added from the ECH, they will not be in the system as they will not have received the joining email. | |||
This is so you can add users, set them up and then invite them. Select the users using the left most boxes and then press "Invite". See [[How to Add a User to EventR|how to add users to EventR]] for more ways of building your team. | |||
The '''Last Seen''' column is also useful in this regard. It allows you to know when users have actually set up the app, and logged in.<div style="clear:both"> | |||
=== Access Requests Tab === | === Access Requests Tab === | ||
Access requests from users following [[How to share an itinerary via share link and QR Code|an access link]] will turn up in this tab where they must be approved before they can see anything in the team. | Access requests from users following [[How to share an itinerary via share link and QR Code|an access link]] will turn up in this tab where they must be approved before they can see anything in the team. | ||
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=== User Expenses === | === User Expenses === | ||
User expenses when submitted turn up here for approval. See [[EventR Expense Guide]] for a full description of how expenses work in EventR | User expenses when submitted turn up here for approval. See [[EventR Expense Guide]] for a full description of how expenses work in EventR | ||
[[File:ECH Users Expenses Tab.png|thumb|ECH Users Expenses Tab|center|715x715px]] | |||
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[[Category:ECH]] | [[Category:ECH]] | ||
[[Category:Screen]] | [[Category:Screen]] | ||