Users

Guides revolving around users including adding new users, creating groups, import/export users bulk, and more.

Articles

Deactivating Assets
In the User module, select a user/s 2. Click  deactivate 3. If the user has assets associated to them then a prompt will appear to advise that assets are associated to that user. The options available include Leaving the asset assigned...
App Permisions
From time to time you may want to change user permissions to either allow or deny the access to Zunos iOS app and the Zunos WebApp. For whatever reason this may be, the process is quite straight forward and can be achieved by using the Zunos Admin P...
Administrator Level Types
To set a user as an Administrator use the Make Admin option from the user menu as per the screenshot below: Organization vs Basic There are 2 different levels of admin access. Selecting Organization will give the user admin access to the e...
Make Users Administrators
Any user in Zunos may be assigned administrative privileges. These privileges will make an Admin into a users giving them access to both the app, and the Admin Portal. Follow these steps to assign a user admin privileges. From the Users page, se...
Export Users (Bulk Export via Excel)
Using the User Export feature allows admins to make bulk user profile changes such as, adding new phone numbers, addresses and, new groups within the org by uploading an Export User excel sheet and editing the changes. The User Export excel sheet ca...
Add New Users
To onboard a user into Zunos follow these simple steps. Select the  Users tab and click the  New User  button. Complete the details in the new user form. Allocate a Username and Password. Allocate the user to the appropriate grou...
Custom Field for Users
In the user section, custom fields can be made available to provide additional information about users. Custom fields could provide user information ranging from Manager, Department or Staff ID. How to add User Custom Fields Go to  Settings...
How to Set Up Groups
Groups divide users into their functional or role based groups allowing you to communicate with and deliver content to specific target groups. This allows you to target relevant content, forms and quizzes to specific groups created by you as the ad...
Creating a Team Smart Group
With the move from Teams to Smart Groups, the process of creating a Team has changed.  Follow the steps below on how to create a Team using Smart Group. 1. Select Users from the side menu 2. Select the  Smart Groups tab, then click&nbs...
Smart Groups
Smart Groups is a powerful user management tool which allows you to build dynamic groups based on a variety of parameters. Smart groups target specific users who meet the conditions at any period of time, as opposed to a group which remains the sa...
Manage Dashboard Set Up Guide
Manager Dashboard - Setup Guide Manager Dashboard is a new widget that provides live performance data of a group’s users to the associated manager(s). Summary, Data, and Assumptions This new widget called ‘Group Summary’, will a...
Import Users (Bulk Import via Excel)
There are a number of ways to add users to Zunos. You can add them individually, or import numerous users at one time or create a  registration page which allows your users to self-register for Zunos. If you are loading more than 10 users int...