<aside> 🙋🏽 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.

</aside>

To Change a User's Team

1. Go to Management Panel > Management > Edit Users

2. Find the user you wish to edit using 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 icon 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 > Edit Users
2. Find the user you wish to edit using the Search Users bar or Filter by Team
3. Click the pencil icon 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 > Edit Users

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

3. Click the pencil icon 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:
   • WeSpire ID
   • Employee ID
   • Email Address
3. Add the value in the box (use commas to separate multiple values) — See 💡Tip in the box below.
4. Click "Deactivate Users"
5. Allow your browser to load changes. A misleading message will populate after deactivations are completed - the message will states that zero deactivations were completed. Please understand this error is incorrect. All deactivations have been completed and fulfilled. You can contact [email protected] if you would like our team to spot check and confirm deactivations. We apologize for the incorrect messaging and hope to have a system update soon.

If you wish to undo a deactivation, please contact [email protected] and provide a list of users that must be reactivated. Our support team can add the users back to the User Identities list. To reactivate users, our support team needs First Name, Last Name, Employee Number, and Work Email Address, plus Giving Eligibility: True or False (if applicable to your program) for each user.

<aside>

💡 Tip for Deactivating Users: As values for deactivations must be separated by commas and pasted into one text box (per Step 3 above), we recommend using a formula in Excel to add a comma to each value. Steps to add a comma to values in Excel:

1. Open Excel.

2. Paste deactivation Emails, Employee IDs, or Email Address in one column (Column A).

3. In the second column, enter the formula =A1&”,”

   

4. See results where column B returns the value with an added column at the end.

5. Drag the bottom right corner of the cell to apply the formula to the entire spreadsheet of values.

   

   

6. Now copy the results from the column which you added commas to the values. Paste the values in the text box of Deactivate Users page in Management Panel. </aside>