Table Of Content
Overview
The Administration section allows you to manage and configure Indigo. You can find the Users functionality in Administration > Main.
Users gives you a list of users, and allows you to set up users that are registered and able to log in on Indigo.
What are Users Used for?
Users listed here can access Indigo and any of the functions they are granted access to in their profile page. After creating a User, it can be linked to an existing Employee.
Adding New Users
Before adding a new user, kindly ensure you have the required number of licenses from Shireburn Software. To add a new user, click on the Users icon from the Administration screen, followed by the Insert icon.
User Details
Username: Enter the username the user will use to access Indigo.
First name: User's first name.
Last name: User's last name.
Email: User's email address.
Set or Change User Password
To change or set a user's password, use the Change Password form as shown in the screenshot above. Simply enter the new password in the Password field and confirm by re-entering the password in the Confirm Password field. Click Save (Enter) to save changes.
User Information
To activate a user account tick Active.
To lock a user account tick Locked.
User Companies: If your installation has multiple companies, you can assign users more than one company, giving them the option to work on multiple companies. To grant a user access to companies simply tick the ones you would like to give the user access to as available under User Companies and click on Save (Enter) to save changes. The user will need to log out and back in to see any changes applied to their profile.
User Roles: set a user's access to different modules in Indigo via User Roles.
To grant user access to all modules in Indigo, tick Admin.
To grant user access to the Portal only, tick Employee.
User Permission Sets: These offer a convenient way to assign users multiple permissions by grouping any number of permissions under one group. To assign a user permission sets, tick the appropriate sets under User Permission Sets and click on Save (Enter) to save changes. The user will need to log out and back in to see any changes applied to their profile. Click here to read more about Permission Sets.
User Groups: Select the User Groups you would like the user to be a member of. Click here to read more about User Groups.
After creating the User, you can:
🧠 Tip
Use Record Filters to decide which records will be visible to the Users you assign them to. For Example, you want a specific Payroll User to see only people from Department A and B but not C. This can be achieved using Record Filters. More on how to create and use them, clicking on the link above☝️.
⚠️ Please note though, that Record Filters affect the visibility of the whole platform. not only the Payroll details. This means that you will see data according to the filter on the Employee Portal, when applying for leave on behalf of someone else, when planning your rosters on the Attendance Scheduler, and much more.
Editing an Existing User
To edit an existing User, highlight the user by clicking once on the respective row and then click Edit.
Deleting an Existing User
To delete an existing user, highlight the user and click Delete.