Managing Users: Navigating the User & Roles Page

In This Article

In this article, you will find comprehensive instructions on how to navigate the Users and Roles page in WiQ. This functionality is important for efficiently managing user access, including adding and editing user profiles, managing roles and permissions, and assigning users to specific groups and locations. By understanding how to use these features, you can effectively control user access and ensure that each user has the appropriate permissions for their role.

What You Will Learn

    1. Access the Users and Roles page

    2. Overview of Available Actions

            Users Page

            Roles Page

Who Should Use This

• Generator Superusers

Instructions

1. Accessing the Feature

• From the main page, click 'Profile' and 'My Company' to navigate to the Company Management Page. Click Users and Roles section to view and manage user permissions.

2. Actions to take in the Users and Roles section

• Overview: The Users and Roles page serves as your central hub for managing user profiles and permissions. Any changes made here can impact users' ability to log into WiQ, access tickets, and perform basic actions. This section is broken up into two main pages, the users page and the roles page.
  • Users Page: manage your user list from this tab, including:
    • Search for users in your list
    • Add or edit user profiles
    • Activate/inactivate users
    • Assign user roles and permissions
  • Roles Page: manage your organizations roles and permissions, including:
    • Manage default roles and permissions 
    • Create and edit roles and permissions for your company
      
      
      

User Page

• Search: for existing users in your user list
• Filter: Click 'Filters' to sort users based on criteria such as Groups, Facilities, Wellsite's, Status, Company Title, Role, and Location Group Assignment.
• View users details: Select a user to open the user details panel where you can make add, update, or remove user details
• Bulk Select/Change: Use checkboxes to select multiple users and perform bulk changes like deactivating users, sending invitations, or assigning roles and locations.
• Activate/Inactivate: Select the individual(s) you would like to activate or inactive. Inactive users will no longer have access to the application and will be unable to log in using their WiQ credentials.
• Manage Rows per Page: Adjust the number of rows displayed in your view by selecting from the dropdown menu (10, 20, or 30) and navigate through pages using the double arrows icon to move quickly to the first or last page in the list.
• Add and Edit Users:
  • Managing Users: Adding & Editing User Profiles
  • Managing Users: Adding Users Via CSV Upload
• Add roles and permissions to users: 
  • Managing Users: Assigning Roles & Permissions to Users

Roles Page

• View Default Roles and permissions: Access default roles and their associated permissions. Note that these roles cannot be deleted or modified. 
• Create Custom Roles & Permissions: Customize user access by creating new roles, adjusting permissions, or removing roles as needed. 
  • Check out the 'Managing Users: Creating Company Roles and Permissions' article for more information on how to manage roles and permissions

Conclusion

Congratulations! You have successfully navigated the Users and Roles section and learned about the different actions that can be taken from this section.

For more information on Managing Users, navigate to the articles below: 

• Managing Users: Adding & Editing User Profiles
• Managing Users: Adding Users Via CSV Upload
• Managing Users: Assigning Roles & Permissions to Users
• Managing Users: Creating Company Roles and Permissions

Additional Support

Can’t find what you’re looking for? Send our Customer Success team a request for additional support: Call us 1.833.639.0947, Text us 1.587.817.0455, Email us support@wiqtech.com.