Learn how to effectively add, edit, and manage users and employees in Visitly.
Visitly makes it simple to manage users and employees, allowing you to add, edit, and deactivate individuals in your organization.
Adding Users & Employees
1. Go to Users > Users/Employees to view the main user management page.
2. Click Add User in the top-right corner.
3. In the Create User popup, fill in the fields.
4. Click Save to add the user.
Editing An Existing User
1. On the Users/Employees page, click the edit icon in the row of the desired user.
2. In the Update User popup, make the necessary changes.
3. Click Update to save your edits.
You can also adjust the Enable Employee Sign In/Out toggle as needed to control sign-in and sign-out permissions.
Managing Inactive Users
Visitly offers flexible options for handling inactive users, allowing you to include or exclude them from your user list.
View Inactive Users:
1. Navigate to the Users/Employees page.
2. Check the box labeled Include Inactive Users to display inactive accounts.
Deactivate/Reactivate A User:
1. To deactivate a user, toggle off the switch in the Status column next to their name
2. To reactivate, toggle it back on.
Visitly’s user management tools are designed to give you flexibility and control, ensuring a smooth and efficient process for keeping user information up to date.
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