Users

There are 2 ways users can be created/updated from the back office:

• Unit account creation.

• Account creation/update via Excel file import.

To create users, go to the Users menu in the back office.

On this page, there are 4 tabs:

• Users: Manage platform users

• Groups : Manage user groups

• Entities: Manage entities and their visual identities

• Skills: Manage the skills, jobs and associations of these 2 objects.

Add a user

To create a new user, go to the administration page and click on Users in the left-hand menu. Once on the user administration page :

1. Click on the Add user button.

2. Complete the user creation form:

• Username (Mandatory): Unique identifier allowing the user to log in.

• First name: User's first name

• Last name: User Last name

• Reference number: User's HR number

• Email: User's e-mail address

• Job title: User position

• Job: Metadata that will enable the user to be offered specific training paths with one or more related jobs.

• Phone number: User's phone number

• Roles: Defines the user's rights on the platform. Roles can be cumulative

• Groups: Groups the user belongs to

• Admin of groups: Groups for which the user will be administrator

• Entity: Entity to which the user is attached

• Managers: User's line manager

• HR manager: HR delegate reporting to the user

• Delegates: attached users who can assign rights on their behalf

• New password: User password

3. Once all the data has been entered, click on the Save button to create the user.

Mass import of users

Users can be created by importing an Excel file based on an import template. This template can be downloaded by clicking on the Download button on the user administration screen.

By clicking on this button, you have 3 choices:

• Download all: Generate a template file containing the complete list of the users currently in the platform.

• Download current selection: Generate a template file containing an exhaustive list of users based on a search previously performed by the administrator.

• Download template: Generate a blank template file including 4 sample users.

When the type of template to be downloaded is selected, you are redirected to the template file generation page. When the generation status changes to Successful, the file can be downloaded by clicking on the Download button.

The model file consists of the following elements:

Once the file template has been completed, it must be imported back into Bealink using the Import from Excel button. By clicking on this button, the administrator will retrieve the Excel file located locally on their computer and import it.

Edit a user

To edit an existing user, go to the administration page and click on Users in the left-hand menu. Once on this page :

1. Type the name of the user to be edited in the search bar and click on Search.

2. Click on the action button and select Edit.

3. Access and edit the user's personal information.

Delete a user

To delete an existing user, open the administration page and click on Users in the left-hand menu. Once on this page :

1. Type the name of the user to be deleted in the search bar and click on Enter:

2. Click on the action button and select Edit.

3. From the user's edit page, click on the Delete button in the top right-hand corner of the page.

4. Confirm the deletion.