Step 1: To access the Main menu, look for the vertical list of options on the left side of the page.
Step 2: Click on “people” to open a submenu with a list of options.
Step 3: In the submenu click “Users”
Step 4: Click the “Plus” icon to add a user and ensure you have the required license. If the user limit is exceeded, please contact the Datalligence team for additional user allocation.
Step 5: Once the user creation page opens, fill in the required user details. To generate an automatic password and notify the user via email, enable the checkbox labeled “Generate Password and Notify User”. Then, click the Create button to complete the process.
Step 6: After saving, you see additional input fields for user details. Simply click on ‘Employee Code’ fill a unique code for the user. Then, choose whether the employee should have user or admin privileges by selecting ‘Tool Privilege’.
Step 7: Next, choose the ‘Department, Designation, and Role’ for the user.
Step 8: Next, select the user’s Reporting Manager. If needed, you can also assign a Matrix Manager for the user.
Step 9: To designate the user as a Board Member, Director, or CEO, enable the BoD/CEO toggle button. If the user does not require approvals, enable the Skip Approval toggle button.
Step 10: To restrict the view of department objectives to the Department Head only, enable the HoD button.
User addition and integration with HR systems, enabling automatic user updates, can only be performed by administrators on our platform.
