Users

The Users index catalogues every account that has access to your company's Job Ready instance, this page is only accessible to the users who have the permission enabled to manage admin settings.


The index includes the User's Name, Phone Number, Site and active status data. The option to add a new user, view the user's profile/activity, edit their permissions, password reset and lock/unlock user options are also available.


  1. Add User
  2. User's name
  3. Phone Number
  4. Site
  5. Active Status
  6. View Profile
  7. Edit Permissions/Profile
  8. Password Reset Link
  9. Lock/Unlock User



  1. Add User:

    When clicking the '+' option on the User list page, it will open a blank User Profile page where data can be filled, permissions enabled, sites restricted, programmes selected and the user saved and invited. Default permissions will be selected but these can be altered prior to the completion of a user profile.

     Note

    If you are inviting a User on a staging environment, the user's email will have to be whitelisted in 'Admin Settings - Email Interceptions'.



  2. The Users Name and email address is visible.

     Note

    For Inactive Users to get (INACTIVE) to appear beside their name an admin will have to edit their user details and manually add (INACTIVE).


  3. The conact phone number will be displayed if it was added to the User Profile.

  4. This is the code for the selected default site selected in the User Profile.

  5. This section is where the active tick is displayed, this tick is controlled in the permissions panel of the Create/Edit User settings, the permission is called 'Show in user list as Active' and should be by default enabled upon creating a new user.

  6. Clicking the eye button will take the admin to an overview of the user profile as well as their activity status, this is the same panel that users view when selecting the user profile button on the top left hand side of Job Ready.



  7. The pencil 'Edit' button will allow an admin to edit the Users account, the panel looks identical to the 'Create User' modal.

  8. The Get Password Link will generate a URL for the User to change their password, an admin will have to send this link to the User securely.

  9. The 'Lock User' button will lock the user out of Job Ready access. For a locked User the option will instead change to 'Unlock User'.

  10. The 'Manage Users' button will direct the admin to an user index where registered users can be search for and filtered for:



     Note

    The functionality to lock/unlock Users and generate password reset links are not avaliable in the index view of the User list.


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