The Users menu section presents a list of users with their assigned properties and organization membership.
Description of section functionality:
The field in the Search section allows to search user database. The search is carried out according to any value visible in the table
Fields with filters in the Advanced filters section allow to narrow down the list of users accordingly to the selected filter Filtering by multiple fields simultaneously po kilku polach jednocześnie powoduje zsumowanie filtrowanych wartości.
The buttons in Advanced filters section allow to activate filters:
Show users with no organization
Show users with no job title
Show users with no managers:
When using defined filters, all previous filters are canceled. Filter buttons operate as toggles. The first press defines the filter, and the second press deactivates it. It is possible to apply a combination, i.e., selecting a defined filter and narrowing the list using the text fields in the Advanced filters sedction.
The Clear all filters button clears all previous filters and displays the entire user list.
The Export button allows for export of the user list with their properties to CSV, XLS, or PDF files.
The user table contains data about the user's assignment to the organization and their assigned properties.
The Action menu allows operations on a given user, including:
Edit Users Properties - here, we can assign a new property to the user, edit property values, or delete user properties.
Edit User Organization Profile - here, we can assign the user to a previously created organization level, edit their organizational membership, or remove the user from the organization.
Show Organization Scheme - selecting this option results in displaying a graphical organizational chart to the user.
Assigning user properties
To assign user properies created through https://coigsa.atlassian.net/wiki/spaces/UPOS/pages/983057/User+properties#Tworzenie-nowej-w%C5%82a%C5%9Bciwo%C5%9Bci select Edit User Properties option from the Action menu
followed by Assign property
Po wybraniu z listy właściwości i wpisaniu jej wartości należy wybrać przycisk Submit, aby właściwość została dodana użytkownikowi:
Przypisywanie organizacji do użytkownika
W celu stworzenia profilu organizacyjnego użytkownika należy wybrać z menu Action opcję Edit User Organization Profile
Następnie wybrać przycisk Add user to organization
Wybrać z listy stworzoną wcześniej Organizację (1), uzupełnić stanowisko pracownika (2), wybrać poziom organizacji do jakiego należy (3) i opcjonalnie wypełnić pozostałe dane profilu (4).
