Manage Users

Users who have been invited and have accepted invitation appear here.

You will be able to modify roles to these  users

Assign Role

• A user can be assigned role as maker, checker or administrator. However while inviting a user if "Viewer/Auditor" is selected then the only options available are viewer, auditor .

Modifying Role

• Once a role has been assigned to a user, it can be modified subject to few conditions
• Promoting a user is always possible. So you can modify a maker to become checker/Admin. Same way you can modify a checker to become Admin.
• Demoting a user is possible only if such a role has not been assigned for any compliance. So in case you want to modify a checker to become a maker, it will be possible if such a user has not been assigned any compliance as a checker

Delete User

• Deletion of  a user  is possible only if no compliance has been assigned to him/her.

Deactivate User

• A user who has been assigned compliances , leaves organisation , use this option to deactivate.
• Once deactivated, the user cannot login to Proactly
• Deactivation is possible only if the user has no compliances left to be completed ( if so, then first transfer them to some other user ) or pending approvals or defective compliances
• Deactivated users will not appear in user selection dropdown in Create One Time Task,  Assign to Maker/Checker , Assign to Viewer/ Auditor,  Edit Assigned->Add Maker, Add-Edit Checker , No Maker Assign and Transfer.