Getting Started with Accounts

Updating My Account Details

For Managers and Employees, updating personal account information can be done easily from any device, here are the default fields that can be updated: Profile: Title First Name Middle Name Last Name Nickname Phone Mobile User Language Time Zone Login Details Email Username Password Account...

Account Deactivation and Deletion

This article provides information on the process of deactivating and deleting accounts. DeactivationMethod #1 - Accounts PageAn 'active' (tick) icon appears next to all 'active' accounts. This is visible to admin & manager-level accounts only.Clicking this icon will prompt you as to whether or no...

Managing the Account Hierarchy

This article is for Administrators and Managers, aimed at providing an overview of the general usage of the Accounts tool from their perspective. This includes navigation through the different levels, and the process of creating various account types. As a general rule, it is only possible to cre...

Account Creation

This article provides a comprehensive overview of the various options and settings that are available when creating and updating accounts. For more information about accessing this page, and an overview of the mechanics of the Accounts tool, see Managing the Account Hierarchy.The settings describ...

Editing Employee Details

As an Administrator or Manager, you have the ability to edit the details of Employees. This especially comes in handy when needing to move an employee, if they have been transferred to another location or their account group has changed.The purpose of this article is to provide instructions on ho...

Creating a External Survey Account

The creation of an External Survey Account will make it possible for users without an account in your platform to complete External Surveys with no other access than the surveys within your platform.To create a New External Survey Account go to System → Accounts → New External Survey Account, her...

Account Documents

Any documents and files that have been issued to a user from the Contract Generation (CG) tool, will automatically have them attached to their profile, in a separate tab called 'Documents'.Important: This is only applicable to users that have had a contract issued to them via the CG tool (new & e...

Account Emulation

To be able to overlook or complete different elements on behalf of a user like E-Learning modules, Appraisals, Notices or if you want to just check what an account view of the platform is, the emulation functionality can help you. This functionality let you reproduce the view of specific users wi...

Using The Account Tool Filters

The Accounts tool page features a 'Filters' section, containing a range of useful fields for filtering accounts. See full list below:ACCOUNT First Name Middle Name Last Name Username Expired Password - checking this option will show all accounts that have an expired/inactive password STATUS All A...

Account Custom Permissions

Platform administrators have the ability to enable & configure custom permissions for admin and manager-level accounts. This allows you to have further control over the various suites & tools they get default access to based on their account group.Enabling Custom PermissionsTo enable custom permi...

Tips for Finding Accounts on the Platform

Below are some tips for finding an account on the platform:1. Searching by the account's nameIn the top bar, there is a magnifying glass icon that when clicked will bring up a search box. Here, you can enter the name of the account and click 'Search'.On the results page, there will be a preview o...