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Employees

Employees Dashboard

Overview

The Employees view gives managers visibility into staff accounts within their division. It mirrors the Admin experience but only exposes controls appropriate for managers.


Accessing Employees

  1. Open the Explore sidebar.
  2. Expand User Management and select Employees.
  3. The table lists all staff assigned to your division.

Table Columns

  • Username - Unique identifier for each staff account.
  • Email - Work email associated with the user.
  • Division - The division the staff member belongs to (read-only for managers).
  • Role - User role; managers can only manage staff roles.
  • Status - Active or Inactive indicator.
  • Joined - Date the account was created.
  • Actions - Toggle to activate or deactivate staff access.

Allowed Actions

  • Search for staff using the Search staff... field.
  • Filter by status to find inactive employees quickly.
  • Activate or deactivate staff accounts when team membership changes.

Restricted Actions

  • Managers cannot edit admin or other manager profiles.
  • Role, division, and email changes require Administrator support.
  • Cross-division user management is not available to managers.

Managing Staff Status

  1. Locate the staff account in the table.
  2. Use the toggle in the Actions column to activate or deactivate the user.
  3. Confirm the change; updates apply immediately.

Status changes are limited to staff accounts and should follow division HR processes.


Best Practices

  • Review staff access weekly to ensure only active employees retain permissions.
  • Coordinate with Administrators for role updates or cross-division transfers.
  • Document onboarding and offboarding steps so changes are auditable.

Tip: Pair employee updates with Invitation code tracking to ensure new hires receive credentials promptly.