eloomi

eloomi Admin

Zaheer Haral

Cynthia LaGuerre

How to setup users, teams and departments and help users gain access to the platform 

Organisation

This article describes how to create departments, sub-departments, teams, departmental (performance and organisational) managers and more.

Organizational hierarchy and department overview

Departments & Teams

This article describes the different user roles in the platform.

User Roles

How to create, import, update, export and activate new and existing users.

Users

This article teaches you how to create a new user in the platform

Create a User

This article shows you how to import a new user or multiple users through the user import using Excel.

(bulk-) Import New User(s)

How to bulk set up multiple platform languages using the Excel import file.

Bulk import language settings for users

This article describes how to export an Excel file containing selected user  details

Export Users

This article explains how you can get an overview of your users and what the different statuses mean.

An overview of your users and its departments

This article describes how to add one or more users to a department or team.

Assign a User to a Department or Team

This article teaches you how to activate users through the standard, instant, and pre-generated password method.

Activate users through activation methods

How to re-activate and remind pending users about logging into the platform to activate their account.

Re-Activate Pending Users

This article briefly explains how you reset a users password

Reset Password for a User

This article describes how to update the user properties of an existing user

Update Existing User

This article describes how to deactivate one or more users from a platform.

Deactivate an existing User

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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