How to manage users?

Find out how to create, edit, delete users, and allocate privilege settings.

How to manage users on Visibly? (Admins only)

  • Add a user.
  • Edit a user.
  • Suspend/ re-initiate a user
  • Make a user trusted/ untrusted

To add a single user follow these steps:

  1. Go to settings from the navigation menu and click users. 
    2. Click the new button on the top right corner of the page, select single user from the drop-down menu. 
    3. Add user details in the form.
Screen Shot 2018-12-12 at 14.55.03

  1. First Name: Enter user’s first name. 
  2. Last Name: Enter user’s last name.
  3. Email: Any company’s domain email is allowed. Personal email Ids like yahoo or gmail are invalid.
  4. Role: User roles will give different rights and permissions. To find out more about roles and permissions click here (ADD LINK)
  5. Departments: Select the department in which the user works. Find out more about departments click here (ADD LINK)
  6. Click submit to add the user.

To add multiple Users follow these steps :

  1. Click Settings from the side navigation menu > users
  2. Click the new button which is on the top right corner of the page.
  3. Select multiple users from the drop-down menu.
  4. Upload a CSV file with required user details e.g. First name, last name, role, department etc. To download a sample CSV file click on the link below the form. 
    Note : Email, Role and Department are mandatory field in CSV file.
  5. Once the CSV file is uploaded click the next button. 
  6. Click on the drop-down menu to select a value . 

Update Columns In Add Users

7. Click the next button after matching all columns, the users will then be added.