With the User Management module, privileged users can efficiently manage users in the organization. Follow the steps below to add new users to the system:

 

Navigating to the page

  • Navigate to OKR Admin button on the left navigation pane. 

  • Click on User Management page in OKR Admin.



Adding New Users Manually

Click on the "+" icon located on the top right corner of the user management section. This action will open a new user form where you can enter the details of the new user.



  • Name - Enter the name of the user split into First name, Middle name, and Last name. The first and last name are mandatory fields.
  • Email ID - Provide the email ID of the user.
  • Designation - Choose the designation of the employee from the drop-down. You can also create a new designation by clicking "Add/Manage Values.".
  • Organization unit -  Select the department or team to which the user belongs.
  • Reporting Manager -To choose the reporting manager, click on the search icon or type the name of the person you wish to select. You can view the directory by clicking "View Directory" and select the reporting manager from the list of names.
  • Set as Admin - By default, a new user who signs up for Synergita OKR through the website becomes an Admin. The toggle button will automatically be turned on for the admin role. Multiple users can be designated as admins.


Importing New Users

  • If you have a large number of users to add, you can import them in bulk using the Import users button. 
  • This opens the import page, which is split into three steps as shown below.

Download the Template:

  • Click the Import users button.
  • This will open the import page, divided into three steps.
  • Click the User template button to download a base spreadsheet template.
Prepare the Template:
  • Mandatory Fields: Ensure all columns marked red in the template are filled.
  • Column Names: Keep the column names exactly as they are. You can reorder or delete columns if necessary, but do not rename them.
  • Unique Email Addresses: Each employee must have a unique email address.

Upload the Template:

  • In Step 2 of the import page, upload the completed template.
  • Click the Import & validate button.
  • Finally, click the Start button to begin the upload process.

Edit Users
  • You can edit user profile by clicking on the three buttons on each row and clicking on Edit.

  • Admins have the privilege to access the configuration menu and invite other users. It is mandatory for the system to have at least one user assigned to the "Admin" role. If there are no other admins, the system will not allow you to turn off the button.



    A pop-up message will appear if you try to turn off the Set as Admin button without having another admin. The message will state that "At least one user should be set as Admin." After making the necessary changes, click on the Update button to save the changes.