Managing Users

Navigate to the User Manager

To manage Users (creating new ones, editing existing ones), you use the top right User Account button (showing your initials) to open the Account menu.

From the account menu, you select "User Manager."

Every User has access to the User Manager, letting you see your and other users' roles on the Reworc platform. Depending on your user roles, you will see different User types in the User Manager Overview. From the list of User types, click on the "Look at all [...] users" to see the list of those users.

Using the User Manager table

Every User type has its page, which shows the "User Manager table." In this picture, you see the screen for D.I. Users.

Using the sub-navigation bar, you can go back to the "User Manager Overview" or directly navigate to the other "User type" lists.

By clicking the "⋮" (ellipsis) button, you open the menu that allows you to select which columns you want to see in the table.
By clicking on the column's name, you sort the contents alphabetically on that column, first Ascending, and after another click Descending.
You can filter what the table is displaying by clicking on the filter icon to the right of the column name. You can filter on "Contains", "Starts with," and "is equal to" for exact control.

First Column

The first column designates what the User Manager Table is about. Depending on the selected page, this can be D.I.'s, Space programs, Clients, or Team Users.

Team Users see all the users from all the clients that belong to their currently selected Team.
Client reps see all the users from all clients that they are Client rep for
D.I. users see all the users from all the D.I.'s they are D.I. users for
Users that have a combination of these roles see the combined results

Other Columns

The other columns show the relevant information for the selected User Type. See the information on User types for further information.

Adding Users

For most User types, you add a new User by clicking the "Add Users" button at the top right. You will add a User of the same type as the page you are looking at, and it will open up a menu that indicates what kind of User you are adding. Sometimes you need to select an object to which you add the User (e.g., a Client in the case of Client Rep, Space Program in the case of a Space Program user).

The exception is on the D.I. User type. Most users would have to make multiple selections to determine which D.I. they would add a user to. To make this easier, we only allow adding a user directly to the line showing a current user. This means that by sorting, filtering, and scrolling, you can quickly select the D.I. to which you want to add a user, and then you use the "⋮" button to add a user. You could view this as "Add a user to the D.I. that is User belongs to."

Editing a User

If your current role allows you to edit a specific user, there is an "⋮" (ellipsis) button at the front of the row. By clicking it, you see a menu with various editing options. These options include:

"Add users to D.I."; If you are the D.I. Manager, you can add a User to the D.I. shown on that page.
"Change D.I. manager"; assigns the D.I. Manager from you to someone else. Only the current D.I. Manager sees this.
"Changing restriction"; changes the restriction attribute for the User you clicked on.
"Remove from D.I."; removes the Editor or Observer role for the clicked-on User.
"Remove from Space program"; removes the clicked User from a Space program.
"Remove as representative"; removes the Client Rep role from the clicked users.
"Remove from team"; removes the clicked User from your Team

Team Selection and the User

The my.reworc portal only shows information from the perspective of a single Team. If your account is linked to multiple Teams, the User Manager only shows the information related to the currently selected Team.