<aside> šŸ™‹šŸ½ Admins can easily change the following settings for employee users at any time through the Management Panel: name, team, and email subscriptions. Admins are also able to deactivate users that should no longer have access to the platform.

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To Change a User's Team

  1. Go to Management Panel > Management >Ā Edit Users

  2. Find the user you wish to edit usingĀ the Search Users bar or Filter by Team

    1. If user does not populate when searching by email, try first or last name.
    2. Only registered users will appear, meaning the individual must have logged into the platform in order to be searchable in this tool.

  3. Click the pencil iconĀ to edit the user

  4. In the "Choose your team" field, use the dropdown to select the user's new team (or none).

    Note: Depending on how your Admins have set up the team structure, you may see a different team setup than the screenshot (i.e. Business Unit, Department, etc.)

  5. Click Save.

To Change a User's Permissions

WeSpire has five different User Roles & Permissions. You can change a user's role by:

  1. Go to Management Panel > Management >Ā Edit Users
  2. Find the user you wish to edit usingĀ the Search Users bar or Filter by Team
  3. Click the pencil iconĀ to edit the user
  4. In the Access section, choose which access level to grant the user. Visit the User Roles & Permissions page to see the various permission levels.
  5. Click Save.

To Change a User's Notification Settings

  1. Go to Management Panel > Management >Ā Edit Users

  2. Find the user you wish to edit usingĀ the Search Users bar or Filter by Team

  3. Click the pencil iconĀ to edit the user

  4. In the Notifications section, you can change the notifications a user will receive (checked = subscribed, unchecked = unsubscribed).

  5. Click Save.

To Deactivate a User

  1. Go to Management Panel > Management > Deactivate Users
  2. Select the parameter you will use to identify the User to be deactivated:
  3. Add the value in the box (use commas to separate multiple values)
  4. Click "Deactivate Users"