Adding Management users to the Nvolve platform
To begin, sign in as an administrator on the Nvolve platform, and then navigate to the User Management button located at the top of the screen.
On the Management User page, you have the ability to modify an existing management user's Access Type and User Type. Simply click on the icon next to the user you wish to edit. If you need to remove a management user, you can do so by clicking on the icon associated with that user. To add a new management user, simply click on the red 'New Management User' button.
Choose the Employee you would like to add from the 'Pick from Employee List'. Next, choose the appropriate User Type that best fits the role of the new management user (For detailed descriptions of the various User Types, please refer to the list provided at the end of this article). Next, select the Access Type for the new user, as this will determine their permissions and limitations within the platform.
To finalize the process and incorporate the new management user into the platform, please click on the red 'Save Updates' button.
Information on each type of user
Administrator User: The Administrator User role is typically assigned to individuals within your organization who are responsible for managing all company data on the platform. To effectively fulfill this role, it is recommended to grant these users ‘Full Access’ under the Access Type, as this level of access is necessary for updating and managing your company's information. Administrator users with Full Control have the ability to read, write, and edit all information at the site level. They can also create and manage new users along with their permissions within the platform. Additionally, Admin Users have access to view password details for all users, which can assist in resolving login issues for the organization.
General User: General Users have similar responsibilities to Admin Users; however, they do not possess the ability to view the passwords of all users within the platform.
Manager User: The Manager User role is designated for individuals in management positions, allowing them to oversee the information related to their Direct Reports or designated work groups. Manager Users have the ability to read, write, and edit data exclusively for the employees who report directly to them. They do not possess access to read, write, or edit information for employees outside their assigned Direct Reports or work groups. This structure empowers managers and supervisors to effectively access and manage the information of their team members, facilitating the assignment of training and learning programs, as well as the ability to approve these initiatives.
Custom User: This option allows you to tailor custom permissions on the platform according to individual user preferences. You can assign specific read, write, and edit permissions for each section of the platform, ensuring that users have access aligned with their unique roles and responsibilities.