The user section of the admin settings (on the independent platform) allows admins to configure their organization's user base.
View Current User List
To view the current user list, select "Users" from the left panel of the admin settings. Users are listed (a-z) in the right-hand panel (which can be re-ordered clicking the small caret next to the name label). A search box is provided (next to the "Create" button at the top right of the table) so individuals can be quickly located from a long list.
Users defined during the onboarding process will appear here, prepopulated. An example is given below (in figure 1) where "Dexter Little" was added during onboarding. The user's role is displayed along with their status ("Active," "Pending," "No invite sent," or "Deactivated.")
Figure 1. The admin settings for users.
At the far right of each user's entry is a drop-down menu (three dots), this menu offers various options depending upon the user's current status (as seen in table 1).
No invite sent
Table 1. User status and the options menu.
Note: Each user has a status. The status remains "Pending" until they have completed their initial login, their status will become "Active." An active user can be "Deactivated" via the options menu at the far-right of their table entry. Deactivating a user will prevent them from logging into Skedulo.
Create or Add Users
Create new users by clicking on the "Create" button, at the top-right of the screen.
In the "Create Person" screen, fill in the user's details:
- First name.
- Last name.
- Email (address).
- Add new profile photo (see note below).
- Send invite on creation (optional).
- Roles (Admin, Scheduler, and Resource). If "Resource" is selected, more details about the resource should be provided:
- Region (a required field).
- Category (resource category).
- Mobile (number).
- Country code.
- Preferred notification method (Push or SMS).
- Working hours (optional with shifts).
Lastly, remember to save any changes!
Figure 2. How to create a user in the admin settings.
Note: The maximum image size for the profile photo (jpg or png) is 250 KB. The photo can be cropped by dragging it around, zooming in or out.
Avatars may default to Gravatars, however, the Skedulo avatar (if provided) will take precedence. If no image is provided, then Skedulo looks for a Gravatar based on the user's email address. If there's no gravatar available, a placeholder image is returned.
Invite Users to Join
Once a user is created, there is an option to send them an invite to join your organization (via email). If the invite is not sent, the user is prevented from logging into Skedulo. However, an invite can be sent manually at a later time from the main user list (via the options menu at the far right of the user's table entry).
Figure 3. How to send a manual invite to a new user.
On accepting the invitation, the new user will be asked to reset their password before they can gain access.
Figure 4. An example of the email sent to invite new users to join an organization on Skedulo.
Figure 5. The reset password screen, asking the new user to reset their password.
View or Edit an Existing User's Details
To view a user's full details, click on the options menu at the far-right of their table entry and select "Edit."
If changes are made, remember to click "Save."
Figure 6. A users profile and their settings.
Deactivate a User
To deactivate a user, click the options menu icon (at the end of the row to the right of the user's name) and select "Deactivate."
Figure 7. Deactivate a user.
Important! Once deactivated, the user will be automatically unscheduled from any outstanding job allocations and shifts.
To help schedulers reallocate jobs before deactivating the user, the "Deactivate User" confirmation modal contains a text link to the "Jobs" console and a list of the user's outstanding jobs (if any exist).
Figure 8. Confirmation that jobs are still allocated to the user being deactivated.
Important! There is a 12-hour delay before the user is actually prevented from accessing the system.