Overview of Users
Organization users
Your employees can be added to Qntrl organization as users . Once you add a user to the organization, an invitation email will be sent to their email address. Upon accepting the invite, they will become a current user of your organization. However, for them to be a part of a board, the admin of the respective board must add them to the board as well.
Users can be grouped together to form teams . Once the users are added to the board, these users or teams can be assigned cards to be performed. They can complete the whole card or carry out only a part of the card by performing one or more transitions of the blueprint .
To add an organization user:
- Navigate to
and select Users under User Management .
- Click the New User button.
- Enter the details:
- Email Address: Enter the email address of one or more users to be added to the organization.
- Profile: Pick a user profile from the list of profiles available. Learn more about the profile privileges here.
- Roles: Assign a role to the user from the list of available roles. If there are no roles available, you can add a new role. Learn more about user roles.
- Select Team: Select a team to which the user might belong.
- Reporting To: Select a user to whom the added user must report.
- Click Save.
You can find the new user added to the list of current users.
Explore business scenario on onboarding your organization in Qntrl Board users
Adding board-specific users lets the users view only the boards for which they are a part of. They can have a clutter-free board list which helps to concentrate only on their work items and complete their cards on time.
To add users to the board:
- Navigate to Boards in the left panel.
- Select the respective board.
- Click Invite on the top band, or click the
icon beside the users thumbnail icon .
- You'll be navigated to Add User slider.
- Choose an existing organization user from the drop-down and click Add. (or)
- Type the email address of the new user (who is not of the part of the organization) and click Invite.
When new users are added, they will be added to the organization with a default user profile. The respective user will receive an email invitation to join the board. Once the user accepts and joins the board, the user will be able to view the respective board under the My Boards section of the Boards tab.
Users added to the board will initially be added as members. However, this can be updated later.
When an existing organization user is added to the board, the respective user will be directly added to the board.
Types of users
Current user
- Every user added to the organization is a current user .
- You have the option of deactivating a current user. Once a user is deactivated, they will not be able to access the Qntrl organization. However, upon reactivation, access will be restored. Learn how to deactivate users here.
- If a current user has not accepted your invitation yet, you can re - invite the user. Learn how to re-invite them here.
- You can also delete current users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked. Learn how to delete users here.
Deactivated user
- All deactivated users in your organization are listed here.
- You have the option to activate them again using Reactivate . Once the user is reactivated, they're again added to the list of current users. Learn how to reactivate users here.
- You can also delete deactivated users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked. Learn how to delete users here.
Unconfirmed user
- Users who have not accepted your invitation to join the Qntrl organization are listed as unconfirmed users.
- You can re-invite them to join your organization. Learn how to re-invite users here.
- You have the option of deactivating these users. Learn how to deactivate users here.
- You can also delete unconfirmed users from the organization. Upon deleting a user, all their permissions to access Qntrl will be revoked. Learn how to delete users here.
Deleted user
- Users deleted from the organization are listed here.
- Deleting a user is an irreversible action as all user permissions to access Qntrl will be revoked. Learn how to delete users here.
- Deleted users can be replaced with another user as well. Learn more about user replacement.
- User name, profile, and the transferred ownerships of a deleted user will be displayed here.
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