User Management – My Team
What is User Management?
User Management is a core module in any task or project management system that allows administrators to create, update, and control user access across the system. It defines who can access what and ensures secure permission-based functionality.
Purpose
- Add new users (employees, managers, or admins) into the system.
- Support both deployment models:
- SaaS Model: Email-based invite and self-password setup.
- On-Premise Model: Manual credentials setup by admin.
Introduction
The User Management System in Hidesc allows organizations to seamlessly onboard and structure users. It supports both SaaS and On-Premise environments, offering flexibility based on your hosting model.
- SaaS Model: Cloud-based deployment where users receive email invites to join and set their passwords.
- Premise Model: Self-hosted deployment where admins manually create users and assign passwords.
This hybrid support ensures a consistent experience for both cloud and enterprise users.
Core Features
- Add New User: Add individuals with defined roles, profiles, and reporting managers.
- Bulk Invite: Invite multiple users simultaneously with common role assignments.
- Profile Information: Store employee details such as name, code, and contact info.
- Reporting Users: Define managers and integrate hierarchy with the Organogram.
- Role & Permission Mapping: Assign system roles (Employee, Team Lead, Manager, Admin, etc.) for access control.
SaaS Model – User Add Flow
- Open Add New User: Go to Users → Add New User.
- Enter Required Details: Email*, Role* (Employee, Manager, Team Lead, Admin).
- Profile Information: Add name, employee code, contact, and optional custom fields.
- Reporting Users: Select Reporting Manager and Team; enable “Immediate Reporting” if applicable.
- Save User: The system sends an invite email; the user sets their own password at first login.
Premise Model – User Add Flow
- Open Add New User: Navigate to Users → Add New User.
- Enter Required Details: Email*, Role*, and Password* (must meet security policy).
- Profile Information: Enter first name, last name, employee code, contact info.
- Reporting Users: Select reporting manager and team.
- Save User: Account is created instantly; user logs in using admin-assigned credentials.
Bulk Invite (SaaS / Premise)
The Bulk Invite feature lets admins onboard multiple users at once. In the SaaS model, admins can upload a list of email addresses and assign them a shared role and department.
Each user receives a system-generated invite to complete their profile via a secure link.
Profile Page Overview
The Profile page is divided into four tabs for better organization:
- Profile: Personal and contact information.
- Work Profile: Role, department, and reporting details.
- Security: Password and authentication settings.
- Notification: Email and in-app notification preferences.
Benefits of User Management
- Clear accountability and ownership of tasks.
- Streamlined task assignment and reporting lines.
- Secure and role-based data access.
- Quick onboarding and offboarding process.
- Accurate workload distribution and visibility.
Organogram
The Organogram in Hidesc provides a visual hierarchy of your organization — displaying reporting lines, user roles, and team structure for better clarity and accountability.
1. Features of the Organogram
- Hierarchical View: Tree structure from top-level Admins to team members.
- User Information Cards: Each card includes profile, role, and assigned badges.
- Zoom & Navigation: Zoom controls and mini-map for easy movement across large teams.
- User Levels: Organized into Top (Admins), Middle (Managers), and Bottom (Employees).
2. Benefits
- Visual clarity of organizational hierarchy.
- Easy identification of reporting relationships.
- Dynamic permission management linked to hierarchy.
- Improved onboarding for new employees.
- Enhanced collaboration tied to OKRs and tasks.
3. Integration with Hidesc
- Tasks & Projects: Task assignments follow organogram hierarchy.
- OKRs: Goals align with team and user levels.
- Permissions: Automatically adapt to reporting structure.
- Dynamic Updates: Changes reflect instantly across visibility and roles.