1. Select ‘Reporting’ on the left hand side
First, you need to select ‘Reporting’ on the left hand side and then choose ‘Browse People’.
2. Search for the user you wish to edit/remove
This screen will show you all employees registered on the system. To search for someone using their name or email address, type this into the search field. If necessary, you can refine your search results using the filters next to the search bar.
If you know when they were added to the system, you can narrow your search by entering a from and to date by clicking the calendar icons and selecting the dates to search between.
You can also search via an employees’ manager. If you select ‘Manager’ in the drop-down menu and type a name into the search field, the results will show all employees in the system who have this person as their manager.
By selecting ‘Team’ from the drop-down menu and entering a team name into the search field, your results will give you all employees in that team.
You can also choose whether to show deleted users within your search by selecting ‘yes’ or ‘no’ from the dropdown field. Selecting ‘yes’ will include all deleted users in your search.
3. Locate the user and click “edit”
Once you’ve got your search results, you need to locate the person you wish to edit/remove. Please note, if you have multiple results, your list may go over more than one page. You can navigate between pages using the navigation arrows to see all the results. Once you have found the person, click on the edit icon (green pencil) on their entry.
4. Edit details and Save
Make any changes to the form that are necessary and once you’re done, select ‘Save details’ at the bottom of the screen. You will be redirected back to the ‘Browse’ screen and a message stating that the user’s details have been updated will show briefly at the top of the screen.
5. Deleting a user
To delete an employee, just press the bin icon button to the right hand side of their details. You will be asked to confirm that you want to delete the employee and just need to press ‘Delete’ again. You will be redirected back to the ‘Browse’ screen and a message stating that the user has been deleted, will show briefly at the top of the screen.