Accessing the list of users on the account

Accessing the list of users on the account

To avail IQnext platform services the users need an account to access the portal. Only Super Admins and Managers can add or remove users to the portal. 

To access this list:

  1. Log in to IQnext with the Administrator privileges.

  2. Go to Settings > General Settings > Users.


                                      OR


  1. Log in to IQnext with the Administrator privileges.

  2. Click on the organisation logo in the top right corner of the dashboard.

  3. From the drop-down list, select Invite Co-Workers.


Here you can view or edit the list of users with details including Name, Email, Mobile Number, Floor they are assigned to, and their role( admin or user).


By clicking the arrows next to the column’s title, you can arrange the data alphabetically or numerically in increasing or decreasing order.


Functions that can be performed here:



To Add A New User To The Platform

  1. After accessing the list of users, select the +Add button in the upper right corner.

  2. Now enter the details of the new user in the window that appears.

  3. Click Save.

  4. Repeat the steps to add more users.


At the end of the window, the admin can either manually set a password for the user by selecting the manual to generate password checkbox or allow the user to generate a password using a password generation mail sent to the email id entered by the admin.



The user after following the link received on the mail id can set a password



NOTE:
Password should have a minimum of 8 characters, at least 1 uppercase letter, 1 lowercase letter, and 1 number.



To Remove A User From The Platform

If an account is no longer of use to the organization, the administrator can remove the user by:


  1. Log in to the platform using administrator privileges.

  2. After accessing the list of users, find the user you want to remove using the search box on the left.

  3. Click the 3 dots (  ) appearing on the last column of the user.                             

  4. Go to Delete from the drop-down menu.                                                                                      

  5. Select Yes when asked for confirmation.




To Edit A User’s Details

This feature helps admin to change basic details of a user like a Name, Email, Mobile Number, Floor they are assigned to, and their role( admin or user) by:


  1. Log in to the platform using administrator privileges.

  2. After accessing the list of users, find the user you want to remove using the search box on the left.

  3. Click the 3 dots appearing on the last column of the user.

  4. Select the Edit option from the drop-down menu.

  5. Now make the required changes to the account and click Save at the end, Press Confirm.












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