Users
A user is an employee who is registered in QVALON. Available functionality is determined by user-level, department, and assigned roles and groups.
How to create a user
1) Open the Administration -> Users tab.
2) Click New user.
3) Fill in information about a new user in the menu to create an account for them.
All mandatory fields are marked with an asterisk *.
4) If necessary, assign appropriate groups to the user.
To assign groups, move them from the Available groups list to the Selected groups list using the arrows.
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moves a group from one list to another. |
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moves all groups from one list to another |
5) Assign reports to the user.
To assign groups, move them from the Available reports list to the Selected reports list using the arrows.
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moves a report from one list to another. |
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moves all reports from one list to another |
6) Click the Create user button.
After you create the user, an email with further instructions will be sent to the address you have specified.
How to edit user info
To view/edit user info:
- Open the Administration -> Users section.
- Find the required user in the list and click on its name to open the user information tab.
On the info tab, you can:
- view the fields below:
- Login;
- E-mail;
- Authorization type.
- edit the fields below:
- First name;
- Last name;
- Position.
- Activate a user by checking the Active user checkbox.
- Make a user a store manager.
- Change user password.
Click Save Changes when done.
How to assign groups
- Open the Administration -> Users section.
- Find the required user in the list and click on its name to open the information tab.
- Open the Groups tab.
- Move groups from the Available groups list to the Selected groups list using the arrows.
- Click Save changes at bottom of the page.
How to assign reports
- Open the Administration -> Users section.
- Find the required user in the list and click on its name to open the information tab.
- Open the Reports tab.
- Select the checkboxes for all preferred reports.
- Click Save changes at the bottom of the page.
How to link users to objects
Users have access to objects according to their level.
User-level determines what objects they can work with.
To change user level:
- Open the Administration -> Users section.
- Select the required user from the list.
- Set appropriate level in the corresponding field.
- Click Save Changes.
Every user should have at least one object: a division, region, or store. The list of objects that can be assigned is displayed according to the level of the selected user.
To link a user to an object:
- Open the Administration -> Users tab.
- Select a user from the list.
- Scroll down the page to see the Store/Division/Region distribution section.
To assign the user to a store, move the store from the list of Available stores to the list of Selected stores using the arrows.
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Moves an object from one list to another |
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Moves all objects from one list to another |
You can use the search bar for convenience.
To deselect objects, move them from the list of Selected objects to the list of Available objects.
4. Confirm changes by clicking Save changes.
Search and filters
- Open the Administration -> Users section.
- Click Show filters and fill in all required fields.
- Click Apply to filter the list. If needed, clear all filters by clicking Reset.
By default, only active users are displayed in the list. Deselect the Active only checkbox to view all users.
User roles and their meanings
- The Active user role marks a user as active and allows them to use the app. Users without this role will be unable to log into their accounts.
- The Administrator marks a user as an administrator and allows them to change system parameters.
- The Inspector role allows a user to plan and carry out inspections.
- The Store Manager role makes a user a store manager in all linked stores. A store can have only one store manager but one user can manage several stores.
- The Can plan inspections of employees role allows users with the level of “Region” or higher, to plan inspections of other users.
- The Can edit surveys role allows a user to view and edit surveys in the Surveys -> Surveys builder section.
How to export users to Excel
- Open the Administration -> Users section.
- Click
at the top-right corner of the screen.