User Introduction

Managing users in Plainwise is an essential part of the system. It includes adding, adjusting and removing users and assigning the correct roles and permissions.

Managing Users in Plainwise

Steps for User Management

1. Log in to the Portal with an Admin user.
2. Navigate to the Admin tab and click Users.
3. Here you can:
   • Add new users.
   • Adjust existing users.
   • Change user roles.
   • Deactivate or remove users.

Available actions

• Search and view users: Easily search for users by name or role to quickly find the desired users.
• Assign or change roles: Assign user roles or adjust them to manage access to specific functionalities.
• Remove users: Permanently remove former users to prevent them from still having access to the system.

Roles and Permissions

When managing users, roles are a crucial component. Each role determines the access levels and capabilities of the user:

• Admin: Full access to all settings, including user management, system configuration, and adjusting workflows.
• Manager: In addition to the functionalities of a user, a manager has extra permissions to manage schedules. This includes:
  • Setting the availability of callback tasks.
  • Configuring when specific selection menus are active.
  • Adjusting schedules for callback tasks to ensure efficiency.
• User: Access to daily functionalities such as executing assigned tasks, managing personal settings, and handling callback tasks.

Want to know more about roles? Check out the pages about Users and Admins.