User management in Transformation360 is crucial for maintaining access control, ensuring proper role assignments, and optimizing workflow efficiency. Administrators can manage user accounts, assign roles, and regulate access to different features and modules. This guide provides a detailed overview of user management functions in Transformation360.
Accessing User Management
To manage users in Transformation360:
Log into your Transformation360 account with administrative privileges.
Navigate to Settings or User Management in the main menu.
Select the Users tab to view a list of active users within your organization.
Key User Roles and Permissions
1. Administrator
Has full access to all system features.
Can add, remove, and modify users.
Assigns roles and permissions.
Manages platform settings.
2. Process Owner
Oversees ideation workflows and strategic initiatives.
Assigns contributors to specific projects.
Can approve or reject contributions.
3. Contributor
Can submit ideas and participate in campaigns.
Engages with feedback and collaboration tools.
Has limited access to administrative features.
4. General User
Can view public content and participate in discussions.
Has restricted access to contribution sites and reports.
Adding and Managing Users
1. Adding a New User
Navigate to User Management > Add User.
Enter the user’s name, email, and role.
Assign access permissions based on the required responsibilities.
Click Save to confirm the addition.
2. Editing User Roles and Permissions
Find the user in the User Management list.
Click Edit next to their name.
Modify their role or permissions as needed.
Save changes to update their access.
3. Deactivating or Removing a User
Navigate to User Management.
Locate the user and select Deactivate or Remove.
Confirm the action to revoke access.
Troubleshooting Common User Management Issues
1. User Cannot Access Transformation360
Ensure the user’s account is active.
Verify that they have the correct role and permissions.
If issues persist, ask the user to clear their cache and retry login.
2. User Cannot See Contribution Sites or Campaigns
Confirm that the user has been added to the relevant groups or projects.
Check if their role includes access to contribution sites.
Refresh the dashboard to update visibility.
3. User Role Not Updating
Ensure that changes were properly saved after editing roles.
Ask the user to log out and log back in.
If the issue persists, check the administrative settings.
4. Forgot Password Issues
Direct the user to the Forgot Password link on the login page.
If they do not receive a reset email, ask them to check their spam/junk folder.
Administrators can manually reset passwords in the user management section.
Conclusion
User management in Transformation360 is essential for maintaining a structured and efficient workflow. By understanding roles, permissions, and troubleshooting common issues, administrators can ensure smooth collaboration and optimal platform usage. For further assistance, contact Transformation360 Support or your system administrator.