User Management within an organization

In this section, the administrator can edit user's personal information, such as address, phone number and other details.

To modify user information:

1. Click Settings > Organization Settings > Users > User Details.

   

2. User details contains various fields.
   • General: This section contains fields with the first name, last name, email, address, organization etc.
   • Phone: This contains all the work and home phone numbers, as well as the mobile and fax numbers.
   • Address: This contains the home and work address details.
   • Other: This section has the birth date details, homepage URL, notes.
   • Custom: This section contains the user custom fields.
   • Payroll: This section contains the employee id, joining date, payroll start date. This is basically configuring the pay period.
3. Click Save when finished.

To see the detailed description of Configuring Pay Period in Payroll section, click here.

If an organization user needs a new password, the administrator can easily assign one in this section. OfficeClip can automatically create a new password and send it via email to the selected user, or the administrator can set the password manually and choose whether or not to have the new password emailed to the user.

To reset a user's password:

1. Click Settings > Organization Settings > Users > Reset Password.

   

2. Choose a user from the Select User drop-down menu.
3. Click the radio button to Automatically create password and email to the user or, select the set the password manually radio button. Enter your password for the selected user.
4. The box is checked by default to email the new, manually created password to the user. If you do not want to email the new password, uncheck the box.
5. When finished, press Reset.

This screen allows the administrator to add a new user to an organization or remove an existing user from the organization. For creating a new user, the administrator can also create a password for the new user, either manually or automatically. For removing users, the administrators can click the icon, which removes the user and sends him an email alert that he has been removed. Alternatively, the administrator can click the icon, which removes the user and does not send an email alert.

To add or remove a user:

1. Click Settings > Organization Settings > Users > Add/Remove.
2. The fields with an asterisk (*) are required.
3. Either new users or existing users can be added. To add new users, enter the details in the fields.
4. Select whether to Automatically create password and email to the user or Set password manually by clicking the appropriate radio button. You can also email the new password to the user by checking or unchecking the box.

   

5. Click Add when finished.
6. To add existing users to this organization, select the user from the dropdown and click Add button.

   

7. To remove current users, besides the user's name click either the icon to delete a current user and send an email notification or click on the icon to remove the user without notification.