Manage User

Efficiently Manage and Edit User Profiles

In this article, you'll find this list of topics that you can click on to quickly access the information you need:

• Users

• Create New User

• Edit User
• Archive and Re-enable User

Users

In the Users page (Profile > Users) you can manage all users of the Cannavigia software and edit or enter information about each user.

The following tabs can be seen in the Users page:

• Users: An overview of all users with their email, name, role and status

• Log: Displays a system-generated record of all actions performed on users

• Predefined Roles: List of all the available Predefined Roles and their permissions

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Create New User

1. Click on your user profile icon at the top right corner of the menu bar

2. Select Users

3. Click the green + Add user button

 

1. Enter the new user’s First name, Last name and Email address

2. Select the Role and associated permissions (Platform Access and Role)

   1. User: has access to both the web & mobile app

   2. App-only user: mobile app access only

   3. Admin: is the gatekeeper for updating any SETUP categories, setting permission for your employees, as well as releasing batches

   4. No access: you can add an unlimited number of employee that will not have access to system but you can track and document their training

   5. Predefined roles: simplify the process of assigning permissions, ensuring the right people have the right access, depending on their functions

3. Optional Information: Provide the new user’s Phone number, Mobile number, Job description, Position, and Department

4. Additional Details: Enter more detailed information, such as start/end dates, nationality, and address under the Additional info tab

5. Compensation Details: Add salary information, bank details, and work permit references in the Compensation tab

6. Click the green Save button to create the new user

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Edit User

If there are changes for a user, they can be recorded with the Edit button:

1. In the Users tab, find the user you wish to edit

2. Click the green Edit button

   

3. Modify the necessary fields or add additional information

4. Click Save to record the changes and return to the Users page

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Archive and Re-enable User

With the Archive button, a user who no longer has permissions in the Cannavigia software can be archived:

Archive a User:

1. Click on the grey Archive button to archive a user
2. Confirm by clicking OK
   
   

Re-enable a User:

1. Click on the grey Re-enable button on the Archived user to re-enable them

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