The user's page will list the users in your organization. Generally, this will be loaded from an SSO source like Google Workspace, but you can also manually add users. An employee record can contain their name, email address, designation, usage percentage, number of products, and status( active/inactive).

There are three mini trend charts on the top of the page, which display the following details.

• Active users: Displays the number of active users for this month & the change in the number of active users compared to the last month. The graph plots the number of active users on the Y axis & months (last 6) on the X axis.

• Apps per user: Sum of the number of apps used by each user / total number of active users. It also displays the change & trend for the last six months.

• Spend per user: Spend per user for a month is calculated by dividing the Total spend on all applications for the month by the total number of active users. It also displays monthly average spending and trends for the last six months.

User overview

Clicking on a user will load their user page, which will display the following details. 

• A total number of apps used in the current month & change in the number of apps used compared to the previous month as identified by the login data from the SSO source.

• Average monthly spend associated with the user for all the apps he has used in the current financial year & change in spend compared to the previous month.

• Average usage as sourced from the SSO integration & change in usage percentage from the previous month.

• Status (Active/Inactive)

• Designation

• Department

• Date when the user was added

• Spends allocated to various apps across months

• Usage percentage for various apps across months

The Applications tab lists the applications used by the user, the spend allocated to that particular application, the last used date as sourced from the SSO integration, usage percentage, the specified SSO source & status of the application.

Adding a user

To add a user, click the ‘Add’ button on the top right corner of the user's landing page.

Clicking ‘Add’ will open a popup, as shown below. Fill in the details & click ‘Add user’.

Fields to enter

• Name - Required field

• Email - Required field

• Designation - Required field

• Status (Active/Inactive)

• Department - Required field

Editing user attributes

To edit the user attributes, you can do this on the user landing page or the individual employee page.

You can select users on the user landing page by ticking the checkboxes and changing the status or department. This will change the attributes of all selected users.

You can also use the quick edit option to change the user designation by hovering your mouse cursor over the designation value.

The user's designation can also be changed on the individual user’s page. 

To edit the user attributes, you can do this on the individual user page. On the user's page, click on ‘Edit’. 

Clicking ‘Edit’ will open a popup like the one below. Here you can make your changes & click ‘Edit user’.