User Management

The user management page will allow you to see who has access to the dashboard and with what permissions. Within this section you will be able to add a user, change user permissions, send a user password reset, and delete users (depending on access level). In this section, you will learn how to: - Add or edit a new user - Adding or editing a sub-user - Including, resetting password and removing a user. - Toggle on/off the unique edit timesheet role.

Maggi Kyle
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16 steps

Eyrus

User Management Overview

To access "User Management" please click the menu at the top of your dashboard and at the bottom of the menu you will see "Project Settings." Click into "Project settings"

From there you will see "User Management" along the left banner. Once you click into "User Management" you'll notice a searchable table of active users. Along the right side of this table under the "action" column you'll see three options for: edit user, reset password and remove user. *\*If you hover over the icon, it will tell you what it is for*

Tip! A note on the "actions" available: By clicking *"edit user"* this will allow you to change the user's role, change them to a sub-level access only, remove the user from your project or change/update their email/phone number on their "user profile." Clicking *"reset password"* will send the user an automated email for the user to reset their password. *(please have them check spam if they can't locate)* Clicking *"remove user"* will allow you to delete the user from having access to the dashboard for your project.

Adding a New User

To access "User Management" please click the menu at the top of your dashboard and at the bottom of the menu you will see "Project Settings." Click into "Project settings"

From there you will see "User Management" along the left banner.

Click "Add user"

Next add the user's email address and fill in the "user details." (first/last name - required) *\*Please note, if a person already has an Eyrus user account on **any** project you may see a little green message pop up saying that this email already has an Eyrus account etc...That does not mean that they have access to your project. You still need to take these steps in order to set this users "role" for your project.*

Next you will need to select the "user role & visibility" for your project. \*Please note: the user role and visibility section will give you a variety of user roles. Each role has a description of what it allows.

Select the desired role and ensure you hit "save." You will see a success message in the lower left hand corner of the platform.

Editing a User

Here is a quick example of "editing a user" flow.

In this example, I am just changing the "role." Once you've made your adjustments, don't forge to hit "save."

Subcontractor Level Users

Tip! \ This role specifically designed for sub-contractors on your project. This empowers them to own their part of the overall process as well. This role would allow access to the dashboard for subcontractors to see only their registered workforce on site. Please note: ***If*** the sub is a "prime" contract and has {identified} subs of sub under them, they'd also be able to see their subs information as well.

To add a sub user, you'd follow the same initial steps. click "add user"\ Then fill in the "user details."

Then click "Sub-level"

Next you will be able to identify and "manageable zones" *(if any)* and company visibility as desired.

Ensure you click "save"

Tip! Here are some additional notable items about the "User Management" work flow.

During this process, if you'd like more info on the roles. You can click the little "need help?" and it will look like this.

If you are providing someone the "full access" role you will notice an additional selection appear below it. That toggle (on/off) indicates whether you want that user to be able to edit timesheets or not. You can read more about this feature [here](https://support.eyrus.com/hc/en-us/articles/38102068141203-Editable-Timesheet-FAQ-s) in our Editable Timesheet FAQ's[.](https://support.eyrus.com/hc/en-us/articles/38102068141203-Editable-Timesheet-FAQ-s)