Homepage > > User Management FAQ

User Management FAQ

1. How can I create a user in the system?

There are 2 ways in which you can create users on Hyphen

2. How can I edit users in the system?

There are 2 ways in which you can create users on Hyphen

  • Through Interface (UI) – If editting single or very few users
    • Navigate to Insights > User Management > Search for the User by Name or Email ID in the search bar.
    • Click on the record that needs to be edited, and update the new values and click on ‘Save Changes’.
  • Through CSV upload – for bulk addition and edition of users.
    • Go to Insights > User Management > Add Users (Button) > Import From CSV > Upload a CSV (and Select the file prepared).

3. How can I remove users from system?

There are 2 ways in which you can revoke Hyphen access from users

  • Through Interface (UI) – If removing single or very few users
    • Navigate to Insights > User Management > Search for the User by Name or Email ID in the search bar.
    • Click on the record that needs to be edited, and Select the “TERMINATED” from the drop down of ‘STATUS’ and click “Save Changes”  .
  • Through CSV upload – for bulk user deletion.
    • Create a csv with only the Header “email” and “status” and populate all user data
    • For all users which needs to be removed, the “status” needs to be “terminated”
    • Go to Insights > User Management > Add Users (Button) > Import From CSV > Upload a CSV (and Select the file prepared).

4. Can I automate the the user addition, removals and edition without having to do it manually every-time?

Yes, Hyphen does allow seamless integration between your HRMS and Hyphen platform using SFTP.

Read the complete process of Automating User Updates

5. How can I assign different roles to each users?

There are 2 ways in which you can assign roles to users on Hyphen

  • Through Interface (UI) – If assigning roles to single or very few users
    • Navigate to Insights > User Management > Search for the User by Name or Email ID in the search bar.
    • Click on the record that needs to be edited, and Select the “TERMINATED” from the drop down of ‘STATUS’ and click “Save Changes”  .
  • Through CSV upload – for bulk user role assignment.
    • Create a csv with only the Header “email” and “role” and populate all user data with respective role data.
    • For all users which needs to be removed, the “role” needs to be set to “user”, “admin”, “manager” or “superadmin” (All default roles will be small case and this is case sensitive)
    • Go to Insights > User Management > Add Users (Button) > Import From CSV > Upload a CSV (and Select the file prepared).

6. How can I restrict Hyphen access to limited functionality?

Hyphen allows you to modify existing (default) roles functionality.

Read more about MODIFYING EXISTING ROLES

7. Can I create more Roles based on my organization needs?

Yes, hyphen allows you to create multiple custom roles based on need.

Read more about CREATING CUSTOM ROLES