The User Management module is where admin users can add and edit users, set up and manage teams, or add user profiles.
Note: Your role determines whether you can access User Management, and exactly how much you can do there. Learn more about user roles and what different users can access.
To get to the user management module:
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Open the Rant & Rave Dashboard.
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Click the System
icon in the bottom-right, then click User Management.The User Management screen will open in a new window on a list of all users.
.png "List of users in the User Management home page")
From the user list, you can see the user’s name, the projects they’re associated with, and the date that their profile was created. They’ll have a colored dot to the left of their username which indicates whether their account is enabled or disabled. Click on a user's name to manage their Rant & Rave setup.
Tip: Looking for a specific user or group of users? Use the filters next to the search bar to refine the list of users by their Project, Profile, the employee they Report to, and more.
Understanding user roles
Your role determines whether you can access user management, and exactly how much you can do there.
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Dashboard users can only see their dashboard, so they have no access to user management.
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Client administrators can access user management, and can set up new users (for example, by adding or importing them).
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Client team administrators can access user management, and can access the Teams menu where they can add teams, import and export users with their teams info, and assign users to teams.
If you want a user to be a client team admin, ask our support team to enable Feature Client_Team_Admin
Using User Management
Depending on your role, the menu on the left allows you to:
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See All users in the users list (the list you opened the page to).
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Add a new user to the platform.
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Batch import a group of users from an Excel (XLS) file.
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Export all users to an Excel (XLS) file.
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Explore user profiles with the Profile explorer.