In this article, you will learn how to:
Edit/Update a User
To make changes to your users, you must first open the Project Admin view in the portal. You can do so by clicking the last icon on the left side menu Project Admin.
Search for the user in the search and Select the user by clicking on the name.
"+User group" will provide the list of user groups and change the user group as required. This will automatically inherit all the permissions required for that user group.
Be sure to click the Save button before leaving the edit user page.
Managing On Leave Status
Users on an extended leave can be marked On Leave to remove them from reporting or required to do Observations. This field may be synced through an HRIS integration, but can be updated on the user record as well.
If you need to remove the on leave status from a user click on the date, then click clear and Save.
Removing a User
If you need to remove a user from the project, begin by searching the user's name in the search bar and selecting their name. Use the "Remove User" button and the user will be removed.
Adding an Existing User
If you need to add a user to the project, begin by searching the user's name in the search bar and if the user is existing, you will see that user in the other organization section. Use the "Add" button and select the user group, Available Location and Primary location.
Filtering Users
You can filter a user based on their project, location and/or status in Smart Access. Use these filters to isolate inactive users, view users from a specific location, etc.
Downloading User List
The user list can be easily exported using the "Download User List" button.
Note: User Management users can only edit the users at their primary or available locations.
Adding Job Functions to Users
You can assign the Job Functions directly from the user management by editing the user and selecting the Job Functions from the list.
Understanding shift/key designations
Work shift/key are user attributes that may be synced with an integrated Time & Attendance or HRIS and may be managed outside of the scope of Smart Access data. If you see erroneous data for associates on Your Team, please work with Your Organization's Smart Access Administrator.
