Managing Child Users

In the system, you can create child users (employees) and manage their access to workspaces. This allows you to centrally manage your team's accounts without requiring each employee to register separately. Created users can be managed either from another user's profile (for example, from your profile), or each employee can independently log in and manage their data (flexible access control is available).

1. Creating a Child User

You can create accounts for your employees directly from your profile. This allows you to quickly add new team members without requiring each employee to register independently.

Steps to create:

  1. Click on the user menu in the top navigation bar.
  2. Select My Users.
  3. Click the Create User button.
  4. Fill in the form fields.

Form fields:

  • First Name (required) — employee's personal name. For example: John, Mary, Peter.
  • Last Name (required) — employee's surname. For example: Smith, Johnson, Williams.
  • Username (required) — unique login for system access. Generated automatically based on first and last name, but you can change it manually. For example: j.smith, m.johnson.
  • Password (required) — password for system login. You can create it yourself or use the generate button to create a secure password. Password is required even if you plan to manage this user through your profile.
  • Allow to become a full account (option) — check this box if you want the employee to be able to register their email and become an independent system user. After email registration, they will be able to manage their data and recover their password independently.

After filling in all fields, click the Create User button.

Important

Be sure to pass the created username and password to the employee in a secure way. They will be able to use these credentials to log in to the system and work with reports.

It is recommended to ask the employee to change the password after first login for security purposes.

2. Editing Child User Data

You can change a child user's data or reset their password at any time.

Steps to edit:

  1. Click on the user menu in the top navigation bar.
  2. Select My Users.
  3. Find the desired employee in the list.
  4. Click on the three vertical dots to their right.
  5. Select Edit.
  6. Make the necessary changes (first name, last name, password).
  7. Click the Save button.
Important

If the user has registered their email and become a full account, you will no longer be able to change their data and password.

In this case, only the user can manage their data through profile settings.

3. Managing Child User Access

You can temporarily block an employee's access to their account. In this case, they will not be able to log in and work in the system, but their account will remain in your profile with all data.

This is useful if the employee is on vacation, sick leave, or has been terminated. Access can be reopened if needed.

Steps to block access:

  1. Click on the user menu in the top navigation bar.
  2. Select My Users.
  3. Find the desired employee in the list.
  4. Click on the three vertical dots to their right.
  5. Select Close Access.

After this, the user will not be able to log in to the system until you grant them access again through the same menu (Open Access option).

Important

If the user has registered their email and become a full account, you will no longer be able to block access to their account.

In this case, you can only manage their participation in specific workspaces through the Members section of each workspace.

4. Detach a Child User

If a child user has registered their email and become a full account, you can detach them from your profile. After this, they will become a completely independent system user.

This is useful when an employee wants to manage their account independently and you no longer plan to control their access.

Steps to detach:

  1. Click on the user menu in the top navigation bar.
  2. Select My Users.
  3. Find the desired employee in the list.
  4. Click on the three vertical dots to their right.
  5. Select Detach.
  6. Confirm the action in the appearing window.
Important

After detaching, the user will retain access to their account and all workspaces where they are a member.

They will be able to continue using the system independently of your profile, but you will no longer be able to manage their data or access.

5. Deleting a User

If an employee no longer works for your organization and you want to completely delete their account, you can do so under certain conditions.

Steps to delete:

  1. Click on the user menu in the top navigation bar.
  2. Select My Users.
  3. Find the desired employee in the list.
  4. Click on the three vertical dots to their right.
  5. Select Delete.
  6. Confirm the action in the appearing window.
Important: deletion restrictions

User deletion is not possible if:

  • The user has registered their email and become a full account. In this case, use the Detach function or manage their participation in workspaces.
  • The user has records in the system (reports, created items, or operations). In this case, it is recommended to close their access through the Members section in the necessary workspaces.

These restrictions are necessary to maintain data integrity and work history in the system.

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