Learn how to manage active and inactive users
This article outlines user functionalities in a Spoke. If your organization utilizes the Hub & Spoke architecture, and you are working in the Hub, start here.
Table of contents
Creating new users
Select Administration, then Users from the left navigation panel.
From the Users screen, select New User at the right of the top panel.
Add first name, last name and email address.
Default options are ticked, change only if required.
Ensure Active is ticked if the user is to access 6clicks from the activation email without any further steps required.
After clicking Save, the new user will appear in the Users List and the user will be sent an activation email.
Bulk importing new users
Select Administration on the left side panel, then click Users.
Click the More dropdown and then click Bulk import.
Click on Download Template.
The Import User Templates have column headings that correspond with field names.
Populate the respective information in each column.
Email Address- Add the user's email.
First Name- Add the user's first name.
Last Name- Add the user's last name.
Roles- add the user's role. You can check the roles your environment has in the Roles tab in the left side panel.
Groups- add the group with which the user will be associated. The group must already exist in the tool. Groups can be added and edited through the Groups tab in the left side panel.
Active- specify whether the user will be active upon import. Active users will be sent an activation email and granted immediate access based on their role and group permissions.
Select More > Bulk import (CSV) to import your controls, then select the Browse button. Select your file or drag and drop it into the space provided next to Browse.
Once the file is ready to be uploaded, it will show the file name below the Browse button with the text 'Ready to upload,' select Upload.
The new User will appear in Users List as Active/Inactive based on the import.
Learn more about 6clicks Administration functions, or Team Management.
Inactive users
You can set users as 'inactive' in Administration > Users.
An 'inactive' label is shown next to users that are inactive.
You cannot assign an inactive user to a record. However, if a user is already assigned to a record, and they are made inactive, they will remain assigned to the record.
You can filter records based on inactive users.
Inactive users do not receive email notifications.
Deleted users
A 'deleted' label is shown next to users that are already deleted for the owner(s) filter in the Audits & Assessments module.
You cannot assign deleted users to anything, but you can remove them from items they are assigned to.
