In the employee list, you can call the interaction menu with each of the users. Visually, it is a list of items that appears after clicking on the three dots on the left of the photo.
💡 Interaction menu items are determined by:
the status of the user with whom the interaction takes place (current employee, fired or invited).
the role and access rights of the user initiating the interaction (administrator or regular user).
If it is an active employee, the menu of interaction with him/her will look like this:
💡 The Profile and Message to a chat items are available to all users, no matter what their role is.
Items Edit, Hand off cases and Fire, as well as Assign as administrator are available only to the administrator and users with a certain set of rights.
And if it is a fired employee, then the menu of interaction with him/her will look the following way:
💡 The Profile item is available to all users, no matter what their role is.
Items Hand off cases and Restore in Space are available only to the administrator and users with a certain set of rights.
If it is an invited employee, the menu of interaction with him/her will look like this: Edit, Remind about invitation and Cancel invitation. All these interaction items are available only to the administrator and users with a certain set of rights.
And for regular employees, invited users are not displayed in the list at all.
Profile
When selecting this item of interaction, the user goes to the full profile page of a colleague (both current employee and fired one) or his/her own profile.
❗️If you just need to quickly view certain information about a colleague, you can click on his/her photo in the employee list. In such a way a short profile form will open.
🔍 You can read more about the user profile in Uspacy in the following article.
Message to a chat
Selecting this item, you will be redirected to a chat with the selected employee.
Edit
When selecting this item, a form will open for making changes to the user profile (both current employee and invited one).
☝🏻 This edit form contains all the fields that the full user profile page does.
After making all changes, be sure to Save them.
Hand off cases
When selecting this item, the Hand off cases window will open (both the current employee and the fired one).
This option will soon be available with commercial plans.
In addition to the administrator and users with a certain set of rights, managers (both immediate and higher-level managers) and the profile owner also have access to the handoff cases.
Fire
When you click on this item of interaction, the employee firing form will open.
It is necessary to select how to fire the user - firing with handoff cases or to apply quick firing.
Firing with handoff cases will soon be available on commercial plans.
🔍 You can read more about the firing of employees in the following article.
Restore in Space
By clicking on this item, the fired employee will regain access to the space and become an active user.
🔍 You can read more about how to restore the fired users in the following article.
Remind about the invitation
When clicking on this item, the system will again send the user an invitation letter to his/her previously specified email address.
🔍 You can read more about how to accept the invitation and join the Uspacy space in the following article.
Cancel invitation
Clicking on this item the registration link that was sent to the email immediately blocks. It means it becomes inactive after that.
❗️The user is deleted from the list of employees. His/Her data is not saved, and in the case of a new invitation, the system does not recognize him/her.
When trying to follow such a link, the user will see a corresponding message. You will be prompted to contact the person who invited you to join the Space.
Assign as administrator
When clicking on this item, the selected user will be granted access rights that the administrator has, that is, he/she will have the full range of rights in the space. The system will definitely ask you to confirm your actions.
At any time, the granted administrator rights can be revoked.
In this case, the user will be returned to the level of access he/she had before he/she was assigned as an administrator.
Please pay attention that settings of functionality and tools that were made by a user with administrator rights may be reset after he/she is revoked of such rights.
If you have additional questions or you need to contact the support, send a request to this email [email protected]