People Manager - Manually Added – Connect

Whether or not you are synchronising people through an HR Integration, you will also have the possibility to manually create people in the “Manually Added” tab.

Manually Create New User

Click on “People Manager” on the left hand column followed by “Data Source”. If you are synchronised with an HR Integration you will need to select “Manually Added”. On the right hand side of the screen, there is a button called “Create users”. This display two options: Single user and import user. Select “Single user”, this will open a new window where you can create a new user.

In the create new user window, there are five areas that you can fill out to create that user:

Azzount Type (Required)
Security Attributes (Optional)
Organisation (required)
User Profile (First Name, Last Name and External ID are required)
Location (Start Date Required)

Account Type (Required)

The first step of creating an account in Connect is to choose the profile type of account. Based on the profile type (desk-based or frontline), a new set of field values will appear to send the activation link or access code.

Desk-Based

When you set the profile type to Desk-Based, you will be asked to enter a work email address. This needs to be a professional email address and can’t be set to a Gmail, Hotmail, Outlook or any other free email domain.

In case that a work email address is entered, you will receive an activation link from Workplace directly instead of receiving it through Connect.

Frontline - Personal Email Address

When you set the profile type to Frontline, you will be able to choose the delivery type. In case that you are selecting the personal email address, you will need to enter a personal email address which needs to be set to a Gmail, Hotmail, Outlook or any other free email domain.

In case that a personal email address is entered, the end user will receive a customised message which is configured in the settings of Connect by a tenant administrator.

Frontline -Personal Mobile Number

The next delivery type that you can set is the personal mobile number which will send a customised message to your personal mobile phone number instead of your personal email address. It is possible to configure a different message for personal email addresses than personal mobile phone numbers in the settings of Connect.

Frontline - Activation Portal

Finally, you can set the delivery type to activation portal, which will require you to enter a value for the configured security attributes. You can learn more about the configuration of the activation portal in the activation portal section of the documentation.

Security Attributes (optional)

The security attributes can be customised under “Activation Portal” which is located on the left hand side. Step one is where you can select the attributes that you want to use.

Depending on the type of security attributes that you have configured in the setting you will need to enter a value for each of these. The example below contains “Date of Birth” and “National Insurance Number”.

Default attributes (e.g. employee id) won’t appear underneath the security attributes because they are a part of the user profile or the location and organisation fields.

Organisation (required)

The organisation fields are mandatory and the user can not be created without them. You will need to assign the user to a site group and a site. You will first need to select the site group before the site options become available

User Profile (required)

The user profile requires the first name, last name and external ID in order to create the user.

When you click on the Job Title, Department or HelpContainerDivision field, you will be able to store a value as a pre-defined value so that you can select the stored value from the menu list instead of retyping the value again.

When you enter a value that is not in the list, you can click on the `Add New 'attribute name' button to store the new value to the associated site.

Location and Organisation (required)

The location and organisation information can be entered. For note the language is set to default “English (UK)” and the start date will automatically be set to the current day

Create

The “Create” button is located in the bottom right hand corner. Once this is selected the user will be created in Connect and synchronised with Workplace with the status set to “Invited”.

Edit a Manually Created User

You can edit a user that you have manually created by clicking on the “...” button next to a user in the “Manually Added”

Once you’ve clicked on the “Edit” button, a window will open and you will be able to change all of the user information except the profile type.

When you edit a user, you will need to make sure that all of the required fields still contain a value otherwise you will not be able to save the changes. Once you click on the “Save” button, the changes will be applied in Connect and synchronised to Workplace.

If you click on the “Close” button it will close the edit user window without saving any potential change that might already be added in one of the fields.

Activate a Manually Created User

You can activate a user that was manually created by clicking on the “…” next to the user in the “Manually Added” tab and select the “Activate” button.

When you click on the “Activate” button, you will see a message which will ask you to confirm the account activation.

Once you confirm the account activation the account will be activated in Connect and the account status will be synchronised to Workplace. You can choose to discard the action by clicking on the “Discard” button.

Deactivate a Manually Created User

You can deactivate a user that was manually created by clicking on the “…” next to the user in the “Manually Added” tab and select the “Deactivate” button.

When you click on the “Deactivate” button, you will see a message which will ask you to confirm the account deactivation.

Move a Single Manually Created User

You can move a manually created user to a different site by clicking on the “…” button next to a user in the “Manually Added” tab and select the “Move” button.

When you click on the “Move” button, a window will be opened and you will be able to select a new site for the user. In case that you are logged in as a site group or site administrator, you will only be able to see the sites that are assigned to that site group or site administrator. You can also change the user’s site allocation under the “Edit”.

Move Manually Created User in Bulk

To move multiple people in bulk you need to enable the checkboxes in front of the user’s name. Once you have selected one or more checkboxes, a “Bulk actions” button will appear above the list of names

Click on “Bulk actions” and then select “Move to”, and a window will appear. Here you can select a new site and then click on “Move” to confirm the changes.