User Management

The User Management section provides an overview of all employees in your company or members of your organization. This tutorial is applicable for users with owner and manager permissions. Remote users do not have access to the features included in this guide.

Managers can only view and edit the information of users assigned to their accounts.

User Management lets you invite new users, create teams, assign roles and status, and an array of other functions that can help you manage your team.

To access the User Management module, do the following:

Open the User Menu by clicking your avatar.
Click “Manage Users” from the options.

User Data

The User Data represents the registered users assigned under your account. The box contains the following information:

Snapshot A photo of the user captured by the desktop app.
User’s nameDisplays the user’s full name or username.
Email address Shows the email address registered by the user to Cloudica™ account.
Role Displays the user’s designated role in the company or organization. The role can be Remote User or Manager.

When the User Data is clicked, it opens the User Drawer.

Components of the User Drawer

The drawer contains user information such as username, email address, full name, role, and many more.

Here are the parts of the user drawer:

User’s NameDisplays the user’s full name. Click to edit this field.
EmailShows the email address registered by the user to Cloudica™. This cannot be changed or edited.
RoleDisplays the user’s designated role in the Cloudica™ account. Click this field to change the user’s role.
Expand buttonIt lets you expand the drawer.
X buttonCloses the user’s drawer.
ManagersShows the Manager/s of the user.
Managed UsersThis shows the users assigned under your account. It only appears under your own User Drawer.
Teams you set upThe team/s you assigned the user to.
Other TeamsThe team/s the other Managers have assigned the user to.

Check out our guide on how to utilize the user drawer in the User Management module.

Invite new users

Account owners and managers can invite new users to register for the company account. Once a Remote User is registered and logged in to his/her Cloudica™ Desktop App, you now have access to the user’s captured data.

In the process of inviting users, you may already assign the user to a manager, team, and role.

To start inviting, just click the Invite button found on the left panel of the dashboard. Once clicked, the page will redirect you to the Invitation form.

Visit our guide on how to invite users for the step-by-step tutorial.

Org Chart

The Organizational Chart is a diagram that shows a relationship hierarchy within the company account. This structure in your Cloudica™ account will help you have a visual employee directory and give an understanding of work relationships and communication.

Learn how to use the Org Chart.

Network

The Network diagram is a visual representation of how users, managers, and teams are interconnected with each other. It makes it easier for Managers to understand how items are related.

Know more about the Network diagram.

User Search

The search function helps you find a specific user by entering the name and pulling up the searched user’s data on the dashboard.

Know more about searching for a specific user in the User Management dashboard.

Online Users List

This feature is on the lower left side of the dashboard and displays the desktop app logged-in users. The list also shows each user’s avatar, status icon, monitoring status, and the last app or website opened.

If the user is online, the status icon shows as a green dot. The icon will turn gray if the user is offline or has logged out of the app. The icons also indicate each user’s status, such as Monitored, Confidential, or Incognito.

Filters

The filters found at the left panel of the dashboard can help you navigate efficiently through the users’ data.

Sorter ToolThis arranges the User Data boxes according to their last names in ascending or descending order.
Team Filter This function allows you to view the data by team.
Search Box Lets you search a particular team. This function only appears when there are more than 5 teams listed.
Group FilterThis lets you group users by Role or Account Status.

Learn how to use the Team Filter or the Group Filter.