Who are users and how to create them in Quixy?

An overview on users

After reading this article, you will know:

  • Who is a user
  • How to create a user
  • How to create multiple users at once
  • How to invite a user
  • What is the difference between creating a user and inviting a user

A user is any person who has registered in Quixy to work with the platform. Users can also be employees in an organization that is using Quixy to automate their business processes.

 

Glossary

Filed Name Action/Description

Users List Page

All the Users created are visible on this page

Unassigned Users

User-created but not assigned any role

Invited User

Users who are invited to Quixy

User Roles

To see Role allocations of a user

Email Icon to confirm the email address

Add Role to the user button

How to create a User in Quixy?

  • Click on the Admin Menu and hover your cursor on the Users option from the slide bar.

  • You will see multiple options described below.
    • Users: This option is to open the users' list page.
    • Create User: This option is to create a new user.
    • Import User(s): This option is to import users from excel and create bulk users at once.
    • Invite User (s): This option is to invite a new user.
    • Unassigned User: This option is to redirect the page to the Unassigned users' page.
  • Click on the Users option from the drop-down. You will land on the Users list page.

  • You will find Create User, Create User(s), and Invite User (s) on the page's top right corner.

  • Let's create a single user. Click Create User. You will see a pop-up on the right side of the screen. Fill in the required details. Here fields with * are mandatory to fill.

    • While filling the form, you can either select Auto Generate password or create a new password.

    Caution!: If you select Auto Generate Password, it is recommended that you copy the generated password and save it in a secure location. When you share the login credentials with the newly created User, you will not be confused about the password.

    • If you are creating a new password, you need to have at least one uppercase, one lowercase, one special character, and a numeric in the password.
    • At the end of the form, you will find Integrate Access and Enable RTL options.
    • Integrate Access: It will allow the created User to integrate the Quixy platform into a third-party system.
    • Enable RTL: It allows the users to experience the platform enhanced, where every element on the screen aligns from 'Right-to-Left' when RTL is activated. 

    Note: Enabling RTL for any user will only work when the whole organization is following LTR alignment.

    • Click Create after filling in all the required details to finish creating the User. You can click Reset to erase all the entered details at once.
    • You will see the newly created user on the Users List page under the Unassigned Users tab.

    • Here you need to assign a role to the User by clicking on the + symbol and confirm the email by clicking on the email symbol, which can be seen under the Action column to make the newly created User an active user.

    Note: Users who are newly created or registered through an invitation in Quixy cannot log in to the platform until they are given a role. 

    • All the active users can be seen under the Users tab on the Users List page.

    How to create multiple users at once?

    • Click on the Admin Menu and hover your cursor on the Users option from the slide bar.

    • Select the Users option from the drop-down, and you will land on the Users list page.

    • You will find Create User, Create User(s), and Invite User (s) on the page's top right corner.

    • To create multiple users at once, click +Create User(s), you will land on Create Users page.

    • Here, you will have two options to create multiple users:
    1.  You can click on the +Add button multiple times, adding more rows in the grid below, where you can enter the details of the users and save.

      2.  You can click on the Download Excel button; an excel will get downloaded along with the column headers.

      • You can fill in the details of the users in the excel sheet and save the excel.
      • Click on the Upload Excel button on the Create Users page and upload the excel.
      • You will see all the user details in the excel populated on the Create Users page in their respective fields (i.e., First Name, Last Name, Email id, etc.).
      • Now, suppose you check the Emails Confirmed checkbox on the top right corner of the Create Users page and save the users. In that case, the emails of all the users will get confirmed automatically in the platform, and all the users will get an email saying that they are users in Quixy.

      (Hint: Normally, when you create a user, you need to confirm their email address manually on the Unassigned Users page )

      • To finish creating the users, click Save.
      • You will find all the users on the Unassigned Users page, allocate a role to each User to make them active users in the platform.

      How to invite a user?

      • Click on the Admin Menu and hover your cursor on the Users option from the slide bar.

      • Select the Users option from the drop-down, and you will land on the Users list page.

      • You will find Create User, Create User(s), and Invite User (s) on the page's top right corner.

      • Click Invite User(s); you will land on the Invited Users page.

      • Enter the details of the User to whom you want to send the invite and click Save.
      • An invite will be sent to the User, as shown below.

      • You can see the invited users on the Invited Users list page, and if the user registers, you will Yes in the Has Registered column.

      Note: Administrators can use the Export feature to download Organizations' user data with complete user information. It will be a very handy feature for admins to review user data offline. 

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      What is the difference between creating a user and inviting a user?

      If you have the essential information on a person, you can create them as a user without their consent. In contrast, if any user does not want to be created without their agreement, you can send them an invite to come and register themselves in Quixy.