Document Management
How To and Troubleshooting
A user is an entity whose role(s) is assigned by the admin. Based on the assigned role(s), the user gets permission to perform specific actions.
The admin account is also a user account that has the highest permissions and cannot be deleted. An admin can view and edit the account information of all the users such as email, mobile number, status; add, import, delete users, and modify existing users' credentials, passwords, and roles. An organization administrator can also perform these operations in his organization(s) or sub-organizations(s) only if he has the Manage User permission.
All of this can be managed from the User page in the Account section.
To add multiple users, the following information of each user needs to be entered in an excel file, which later needs to be imported into the Wyn Enterprise portal.
Follow these steps to import the user(s) information:
In the Import Users pane on the left, drag and drop or select the excel file that contains users' information.
A message of successful or unsuccessful import appears. In case of successful import, you will be able to see the added users on the User page. In case of failure, it might be possible that:
The Export Template button lets you download the users' information in an excel file.
Select the user from the right panel and from the vertical ellipses next to the user you want to modify, click Edit, Enable or Disable a user, or Delete the user from the database.
Select Edit to edit the user details.