1. Navigating to the User Management Page
From the left-hand menu, click on the "Users" section to access the user management dashboard.
2. User List Overview
The table displays key information for each user, including:
Name: The full name of the user.
Personnel Number: An identifier for internal use.
Level: The user’s access level (e.g., N-2).
Cost Centre: The associated department or financial unit (e.g., Finance).
Sub Company: Relevant subsidiary the user belongs to.
Services: A list of enabled mobility benefits (e.g., Mobility Budget, Deutschlandticket).
Budget: The allocated budget for the user.
Start Date/End Date: Timeframe for the user's active benefits.
Status: Indicates if the user is Active or otherwise.
3. Search and Filter Options
Search Bar: Look up users by name or specific details.
Filters:
Filter users based on their status (e.g., All But Deactivated).
Adjust other attributes such as level.
Show Unassigned Budget: Toggle this option to display users without assigned budgets.
4. CSV Import and Export
Located on the top-right corner, the CSV menu provides options for:
Download: Export the entire user list as a CSV file.
Download (With Filters): Export only the users matching your current filters.
Upload: Import users in bulk via a CSV file.
Adding a New User
Use the Add User button (person icon) to create a new user. This will redirect you to the "Create new user" form.
Managing Individual Users
Use the three-dot menu (on the far-right of each row) for additional actions, such as editing user details, deactivating accounts, or assigning services.
