Do you need to add a user to your workforce? With vaibe, you can create users individually or upload multiple users via an Excel file. This article explains how to create a single user. The first case explains how to create an employee, and the second case explains how to create a manager.
Scenario 1: Creating a user with the Employee role
Step 1: From the main menu on the left, go to the "Users" page and click the plus button ("+") in the top-right corner.
Step 2: In the dropdown menu, choose "Add User". The creation page appears.
Step 3: On the user creation page, the first step is to define the role of the user, meaning if the user you are creating will be an employee or a manager. Select one of the two options and click on the "Continue" button at the bottom of the page.
Step 4: It's time to set up the user's profile. The following information need to be filled:
Name: Enter the user’s name. This is a mandatory field and can contain up to 100 alphanumeric characters.
User ID: Enter a unique ID for the user (e.g., an employee number). Here, please consider the same user ID you're using in your internal systems to identify the user. This mandatory field can contain up to 10 alphanumeric characters.
Email: Enter the user’s email address. This mandatory field must follow the format [email protected] and be unique within the organization.
Site: Assign the user to a site for accurate timezone settings. If you need to add a new site or timezone, click "+ New Site". This is a mandatory field.
Step 5: Click on "Continue" after filling the blank spaces.
Step 6: Choose the "Team" of the user from the available teams in the dropdown menu and click on the "Continue" button. If no teams have been created, this dropdown won’t appear. You can create a new team by clicking "+ New Team". After creating the team, it will become available for selection. This field is optional.
Step 7: Review the information of the user and if everything is correct. If this is not the case, you can go to the last step by clicking the button "Previous". On the other hand, if you have verified that all the information is correct click "Finish and Create".
Scenario 2: Creating a user with the Manager role
Step 1: From the main menu on the left, go to the "Users" page and click the plus button ("+") in the top-right corner.
Step 2: In the dropdown menu, choose "Add User". The creation page appears.
Step 3: On the user creation page, the first step is to define the role of the user, meaning if the user you are creating will be an employee or a manager. Select one of the two options and click on the "Continue" button at the bottom of the page.
Step 4: It's time to set up the user's profile. The following information need to be filled:
Name: Enter the user’s name. This is a mandatory field and can contain up to 100 alphanumeric characters.
User ID: Enter a unique ID for the user (e.g., an employee number). Here, please consider the same user ID you're using in your internal systems to identify the user. This mandatory field can contain up to 10 alphanumeric characters.
Email: Enter the user’s email address. This mandatory field must follow the format [email protected] and be unique within the organization.
Site: Assign the user to a site for accurate timezone settings. If you need to add a new site or timezone, click "+ New Site". This is a mandatory field.
Step 5: Click on "Continue" after filling the blank spaces.
Step 6: It's time to set up the user's profile. The following criteria have to be filled:
Role level: Define their role level. By default, there are three options: Super Manager, Manager, and Read-only Manager. For details on permissions associated with each role, please check the help center article about Roles and Permissions.
Managing sites/teams: Configure the Manager’s access by selecting the sites and/or teams they will manage. This defines their ability to create challenges, view results, and more.
Step 8: Click on "Continue" after setting the manager role and permissions.
Step 9: Review the information of the user and if everything is correct. If this is not the case, you can go to the last step by clicking the button "Previous". On the other hand, if you have verified that all the information is correct click "Finish and Create".
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