Create Users

This is where you create users who you want to extend Wooqer access to. Users can be on roll employees or partner employees, external vendors or partners. Access can be provided through a mail ID or a mobile number and each user gets an independent identity through which access rights can be managed.

Users need to be mapped to Roles and Units and before you start creating Users, you need to ensure that the Roles and Units are already created.

A. Click on “Manage PI” >> “Users”

 

B. Create Users

Create Users manually one by one

B.1 : Click on "Add New"

Start creating users with top down hierarchy in order to map the managers. Eg. If person B reports to person A , create person A's id first.

B.2 : Enter the User information

Guidelines for entering User Information

Field Name Mandatory Description
First Name Yes Name of the user.
Last Name No Last name of the user.
Email Yes Email Id of the user. It is mandatory if user logs in with email id.
Mobile Yes Mobile number of the user. It is mandatory user logs in with mobile number.
Employee Id No Company employee id of the user.
Login Using Yes Select the option with which user will login (Email/Mobile0
Email User will be able to login with 'Email' as login id. One Time Forgot Password will be sent on 'Email' only.
Mobile User will be able to login with 'Mobile' as login id. One Time Forgot Password will be sent on 'Mobile' only.
Level Yes Select induction.
Organization Role Yes Role as per the organization.
Store Yes Store/Unit associated with the user.
Manager No The reporting manager of the user.
Active Yes Select Yes if user is active. Select No if user is inactive.
Administrator Yes An administrator can see every thing on producer view irrespective of his role hierarchy. He carries all of the rights automatically.
Additional Rights No
 Content creation User with this rights can produce content(module, chapter, survey, questions, job description, process and messages).
 Media Management User with this right can customize the look and feel of the dashboard created for their organization. It shall be in form of background image, home page image or retrospective.
  View reports User can view reports as per their hierarchy and reports assignments.
  User Management User can create/edit/delete users & Store

 

B.3 : Save the new user

Create additional users and once done go ahead to create the processes under Content section.

B.1 :  Download sample excel file Click here here to download or click on the Bulk upload icon on the Users tab as shown below.   B.2 : Download Store ID's Click here to download Store IDs. Click on 'Stores' under the “Linked Data” download icon on the screen.   B.3 : Download Role ID's Click here to download standard Role Id's. Click on the Roles link under “Linked Data” download icon on the screen. Refer to the image above.

B.4 : Guidelines for updating the Excel file Open the 'WooqerRetail_Users' file and fill in the details as described below.

Field Explanation Mandatory / Non Mandatory Maximum Length (character s) Default Value (if applicable) Example
fname First name of the user Mandatory 45   Wooqer
lname Last name of the user Non Mandatory 45   Partner
loginType Use 1 for e-mail and 2 for mobile login Mandatory 1 1 1
employeeId A Unique employee or other code for the user Non Mandatory 45   WQ001
email Mail ID of the user Mandatory if login type is 1 100   help@wooqer.com
countryCode Country calling code Mandatory if login type is 2 4 91 44
mobile Mobile number of the user Mandatory if login type is 2 10   9999999999
storeCode

Store code used when creating units or pick from Linked file downloaded for units

Use one of wooqStoreId or storeCode 20   HQ
wooqStoreId

If using Store Code, ignore. Else, pick from Linked file downloaded for units

Use one of wooqStoreId or storeCode 12   1145
roleCode Role Code used when creating Roles or pick from Linked file downloaded for roles Use one of roleCode or wooqRoleId 10   LD01
wooqRoleId If Role Code used, ignore. Else, pick from Linked file downloaded for Roles Mandatory 12   11
managerEmail

 

Map Manager of user for easy report sharing

Use one of managerEmail, managerWooquserId or managerEmployeeId 100   manager@wooqer.com
managerWooqUserId Map Manager of user for easy report sharing Use one of managerEmail, managerWooquserId or managerEmployeeId 45   876
managerEmployeeId Map Manager of user for easy report sharing Use one of managerEmail, managerWooquserId or managerEmployeeId 45   WQ002
active 1 indicates active user. 0 indicates inactive user Mandatory 1 1 1
createContent Use 1 for designated producer ID. Use 0 for everyone else Mandatory 1 0 1
viewReport Use 1 for all users. Use 0 for exceptions where report access needs to be restricted Mandatory 1 0 1
hrView Use 0 for all and 1 key HR personel Mandatory 1 0 0
msgInbox Use 0 for all Mandatory 1 0 0
mediaMngmt Use 1 for users who can change retro and home page. 0 for everyone else Non Mandatory 1 0 0
admin Use 1 only for Admin user. 0 for everyone else Non Mandatory 1 0 0
takeAction CREATE Mandatory   CREATE CREATE

B.5 Save the excel sheet once you have completed the entries. Click on “Choose file” to select the file you have saved.  Click on open and then press submit. It will take two hours for the file to upload.   B.6: You can check the progress of upload by clicking on first icon from right under the Users tab. It will display the number of records which were successfully uploaded.  

Related topics

Setup   |  Create Roles  | Create Units  | Notifications