Thanks to verified domain you can manage company users and eventually also teams. Use it for editing personal information, setting email notifications and requesting 2FA. First, however, you have to verify the company’s domain, check how.
Assigning roles, replacing and removing users, or adding users to projects is possible even without the verified domain.
To manage users go to Business Panel > User Management.
First verify the domain. Until you do, you cannot see any user emails and will not be able to edit their profiles (profile picture, name, language or notification emails).
Click the green button Verify domain and follow these instructions.
Editing and setting a user
Editing personal information and setting notification e-mails is possible only when you verify the company domain. Click on the three dot menu to edit the information.
Editing Personal information
Thanks to verified domain you can edit the user’s name and last name, avatar and set the language.
To change the avatar (profile picture) click on Select picture and upload a square format (the best way). Confirm all changes by clicking on Save.
You cannot change the login email. If you want to change it, send us an e-mail to firstname.lastname@example.org with a login change request from your current login email.
Setting Notification emails
You can select which email notifications the user receives or turn them off completely.
Roles and Company Captain
Click the three dot menu to find a feature Set Roles. There you can appoint Project Manager and Company Captain roles.
Project managers can create new projects under your account. Just click the checkbox, that turns green and confirm via Save roles.
Project Manager is appointed by the Captain or another Company Captain.
Who is Company Captain
Company Captain is a role available in Business plan only. It is a part of the Business panel. Company Captain has the same rights as the Captain. Thanks to this role user can:
- Create projects under a Captain
- Invite users and set the access to To-Do lists
- See financial side of a project
- Access Insights in Business panel
- Manage users in Business panel
- Manage payments for Freelo
The Company Captain can be named by the Captain or another Company Captain. Company Captain is automatically a Project Manager and Admin of all projects.
Click the three dot menu on a user > click Set Roles > click the checkbox by Company Captain (Project Manager is activated automatically) > Save roles.
In the overview you can see which roles the user has.
More features are hidden under the three dot menu on the right.
Adding a new user
Via the green button + you can invite new users to your projects. After clicking on it, a form will appear where you select an already existing user or enter one or more email addresses.
Select users or enter emails, select projects to which you want them to have access to. Confirm via Invite Users.
Adding to projects in bulk
Click the three dot menu on the right > Projects where… and select projects you want to invite the user to, or uncheck the checkbox to remove the user from other projects.
In some projects you can assign the Admin role. Click the checkbox Appoint Admin and confirm via Save.
Replacing users is a great feature that can save you a lot of time when transferring tasks to a new solver. It is useful when an employee leaves or changes a position.
In the three dot menu on the user line find > Replace.
The current user can be replaced by someone else in all tasks. It is necessary to invite the user first.
What is going to happen?
- Tasks assigned to user A will be assigned to user B
- You will invite user B to all selected projects, where user A currently still is
- You can select if:
- User B is following all tasks that were followed by user A. User A will automatically unfollow those tasks. Option: Cancel all following for the replaced user and turn on for the new user
- User A is removed from the selected projects. Option: Remove the replaced user from the project
To apply options above click the checkbox. Save the setting via the green button Replace user.
The last option in the three dot menu > Delete.
A list of all your projects will appear. The user will be removed from all of them. Click the red button Remove user.
The user will no longer be in a list of users in the Business panel. If you share other captain’s projects, you will be able to find the deleted user on All users page.