Table Of Content
Introduction
Once you create your Work Zones and Devices in their own sections, it's then time to start dealing with your Attendance Users. You can do this in My Users.
The screen offers a set of options on its platter ๐ฑ, which will allow you to manage and configure your employees in Device Manager. This way you will have their data and biometrics aligned with your physical devices.
The Grid and its Functions
First of all, you need to import the Attendance Users using the Import Employees button. Once done, the list of the imported Users will show in the form of a grid. The Users displaying in the grid are either Users imported by you (according to your permissions and filters) or by someone else having different permissions. You will still be able to see all of them, regardless of the unmatching permissions.
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In the grid you will be able to consult a set of Users related details, such as their Device User Id, their Full Name, the Company they belong to along with their Employee Code (in Indigo), their Device Role ('User' or 'Admin'), the Department they work for, the No. of Work Zones they are linked to, and which Biometrics are recorded for them. When scrolling to the right, you will also be able to see the Users Start and Termination Dates.
๐ก Tips
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If you create a User in Device Manager using the Create User button, before the HR creates a matching Employee in Indigo, the value for both Company and Employee Code columns will be 'Not Linked'. You can correct this by clicking on the Modify Employee Links. โ
โThe Device Roles ('User' and 'Admin') are different from the Indigo Role. In fact, the Admin can simply punch in and out and access the Device Settings ('User Mgt.') on the device itself. The User can just punch in and out.
โStart Date: It is the date when the employee will start working for the company. It is necessary for the 'Send Users to Device Before Employment Start' setting in the Settings section.
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Coloured ๐ buttons on the top left
Coloured ๐ buttons on the top left
Activate: Use it to set a User as Active, which means he or she will be able to punch in or out.
Deactivate: When you need to temporarily prevent a person from accessing your facilities without deleting his or her biometrics, you can tick the User and select this button.
Delete User: Click on it to fully delete the selected Users along with their biometrics.
Delete Biometrics: Select it to filter the biometrics you want to delete for the ticked users in the grid. If you select 'All', all the existing biometrics for the Users you tick from the list will be deleted.
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Top right buttons and search box
Top right buttons and search box
Import Employees ๐: Use it to import existing Indigo Attendance Employees as Users in Device Manager. Once you click on it, you will only see and import those people you have the rights to work with (depending on your assigned permissions and filters).
To learn how to properly import Users to My Users, you can refer to this article.Modify Employee Links ๐ค๐: There are instances where devices already containing Users are owned, but Device Manager has never been used; or Users had manually been created (โ Create Users button) before actual Employees were generated on Indigo. Those Users will result as 'Not Linked' in Device Manager, whenever they are manually created or pushed from the device.
โTo correct this, create the future matching Employee in Indigo and then use the Modify Employee Links button.
Once selected, all the Users not linked to an Employee will show in the 'Link Device Users' window, or you can individually look for them using the Search box on the top right.Now, you can look for the newly created Employee to link to the Device User by typing the name in the Employee Look-up box.
โThe ๐ Auto Match button is also available on the bottom left corner, to help you speed up the process, as it automatically looks for a possible matching Employee.
Once an employee is selected, the bottom right button No User Modified will change to Link User. Click on it and decide whether to import the Device User's pending clocking activities too, to finalise the process.
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Refresh ๐: Select it to refresh the Imported Employee list after performing any action.
Filter: Use it to enable the grid's column filters.
Search box ๐: It is useful to look for a specific Imported User in the list.
Bottom left and right buttons
Bottom left and right buttons
Import pending clockings ๐: It is greyed out by default. Once you tick a checkbox from the grid, it shows in blue. By clicking on it, you would import all the pending clockings for those users which have not yet been pushed into Indigo for some reason (e.g. Network issue). This setting has the same purpose and similar behaviour of the 'Import Clockings' function in My Devices.
โCreate Users โ: If your newcomers will start when the HR is not available to create an Indigo Employee to Import in Device Manager, you can manually create Device Users for them so that they can be sent to the devices allowing the people to punch. A password can be generated to be used to record clockings.
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๐๏ธ Note
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๐ Do not forget to link an Employee to the Device User as soon as possible
๐ If you do not link the newly created Users to at least a Work Zone, they won't be automatically pushed into the devices.
Attach: It comes in handy when you need to attach multiple users to the same Work Zones after ticking them from the grid.
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Additional Info and Biometric Data
Select a Device User from the above mentioned grid and scroll to the Additional Info section to consult the User's details. Let's take Lita's example in the image below; as you can see her Name, Employee Code, and Work Email are displayed along with her Device Role, the Company she belongs to, her Doc. Number, Device User id, and her Date of Birth. You can also toggle on the Is Admin button if you want her to be a Device Admin. More on this topic here.
Under Lita's profile picture, there is the Modify Work Zones button which does exactly what its name says.
Right below, we will find the Biometric Data grid showing the recorded biometric types for that specific Device User. In Lita's case we have the 'Password' and the 'Face Recognition'
Under the Format, Major Version and Minor Version columns you can read the current biometric Versions and its format type.
The View Compatible Devices ๐ณ and Delete Biometric ๐๏ธ icons are used respectively to check the devices compatibility against the recorded biometrics, and to individually delete the biometrics.
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Attached To Zones
Scroll to this section to view the list of the Work Zones the User is linked to. Do you need to remove that User from a Work Zone? Just hit that Unlink button ๐ on the top right corner of the Work Zone box! ๐
If you single click on a Work Zone, you will be able to consult the User's Clocking Activity in the last 24 hours and the Access Info (the devices the User has access to) in the tabs showing on the right block.
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Related Articles
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โAdd and configure employees to Device Manager
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