Ready to set up and manage your team in Appliance.io? Whether you're adding new faces, tweaking details, or filing away former employees for safekeeping, we’ve made it simple and fun! Let’s get started 🚀
Your Goals |
By the end, you’ll be a user-management whiz, keeping your team running smoothly! 🚀 |
Navigate to the Users Page
Open Settings from the main navigation bar (it’s your command center!).
In Settings, click on the Users tile under Basic Settings.
Here’s what you’ll find:
Active Tab: Lists all current employees.
Archive Tab: Stores profiles of past employees for record-keeping.
Note: There are two buttons on the top right of the page.
Invite Users and Add New User buttons are available for quick access to user creation options.
Create a New User 👤
Spot the shiny Add New User button in the top-right corner and give it a click.
Fill out the required fields:
First Name & Last Name
Email: For login and communication.
Phone Number & Direct Line
Job Title & Description
Default Location
Role: Assign permissions based on their responsibilities.
Password & Confirm Password
Optional fields:
Photo: Upload a profile picture (JPEG, JPG, PNG).
Display on Website: Toggle visibility on your website.
Done? Click Save, and voilà—your new user is ready to roll!
Edit Existing Users ✏️
Need to make updates? No problem!
Go to the Users page, find the user you want, and click their name. Make the necessary changes (update job titles, change email, etc.). Hit Save to lock it all in.
Resetting Passwords 🔒
Forgotten passwords happen! Here’s the fix:
On the Users page, select the user in need. Click Edit and scroll to the Set Password section. Type in the new password, confirm it, and click Update Password.
Understanding User Roles 🎭
Roles = power and access. Assign them wisely!
Roles define what each user can access and do within the platform. Assign the correct role based on their responsibilities to maintain security.
For more details, check the User Roles and Permissions guide.
Archiving Users 🗄️
When someone leaves the company, it’s time to archive their account:
Go to the Active Tab in the Users page.
Find the user, then click Edit under the Action column.
Choose Archive (or Deactivate) and confirm.
The user will now appear in the Archive Tab.
Access and Restore Archived Users 🔄
Need to view archived users? Just head over to the Archive Tab.
Want to bring someone back?
Select the user in the Archive Tab.
Click Restore (or Reactivate).
The user will move back to the Active Tab and regain access.
Invite Users 📧
Alternatively, use the Invite Users option:
Enter the recipient’s email.
Assign a role.
The user will receive an email to complete their setup.
