Topic

Users

users icon

Users

7 articles

How do I ADD a user to InOutBoard?

Administrators can add/edit/delete users on the InOutBoard.com account. To add or update a user, click on the cog wheel in the upper right corner, then Settings, then Users. Click the Add User button. Type in the username (we recommend email address.) Then add in the password (must be at least 6 characters and contain at least one number and one letter) and put in the additional required details. 

Can I add users in bulk?

  1. Yes! From Settings, and Users, click the green Import Users button. A new window will open with instructions for using the template. 
  2. Click the Download Template button. NOTE: do NOT change any of the headings in the template, or the import will not work. Required fields: FirstName, LastName, Email, Location, Department. If the Location or Department is not already in your Settings, the import will create these on the fly. The remaining fields are Optional: JobTitle, WorkPhone, MobilePhone, Role. For Roles the default value is Employee. Other accepted values in the Role field are: Administrator, Manager, or Guest. Please see the User Security Roles info below to see a list of rights included in each Role.  
  3. Once you are finished populating the template, Save it. 
  4. Before uploading the completed template, decide if you would like to send users a Welcome Email with instructions to login to the InOutBoard. If so, CHECK the box with Yes, send Welcome email. 
  5. Then choose your saved template and click the Upload File and Process Data button. Then the results of your import will be shown. If any users are not imported, it is likely because they already have an account with the same email address in our database; which is not allowed. If you are not able to resolve the import issue, please contact us. 

I have a user who did not receive the Welcome Email. Can I resend it?

Yes! From the Settings and Users area, Find the user who needs the email. (You can put in search parameters, or just scroll down the list.) Once you see the user, click the blue envelope button at the end of the user’s row. A window will open to confirm that you are about to send the email. Click Send. If the email is still not received, have the user check their Junk email folder. Also make sure that alert@inoutboard.com is in the Safe Senders list.

What are the different User Security Roles?

Administrators:These users have full access to the website and can perform every operation, including setting up data and adding, editing, and deleting users.

Managers: These users can change the work status of other users at their SAME Location only. Managers have elevated rights to perform certain operations not available to regular users.

Employees: These are the most common users — they can update their own work status and view other users on the status board. They can only run reports on themselves. 

Guests: These users have limited access to the website. They can update their own work status, but they cannot view the status board (other users).

I need to reactivate an Inactive User, or I get a message that the User I’m trying to add already has an account.

Only Administrators can add/edit/delete users. These are the steps to find an Inactive User, or one that already has an account.

  1. Click the cog wheel in the upper right, then click Settings.
  2. Click Users, then you will need to FIND the user. Put the user’s first or last name in the Name field.
  3. Set Location and Dept to –ALL–.
  4. In the Active field, click the drop down arrow and select Either.
  5. Click Search.
  6. The user should come up. Click their blue name link.
  7. In the Edit User screen, change the Account Status to ACTIVE.
  8. Scroll down and click Save. This will take you back to the Users screen.

If the user does not remember their password, click the blue envelope on the far right of their name, and that will send them a link to reset their password.

What is a Team? How do I create one?

Teams provide a flexible way to combine employees that work in different departments or locations. Administrators can set up a Team based on an active project or committee in your organization. Teams can be used in shared company calendars to create group events, and as a filter on the Status Board. You can have as many Teams as your organization needs, or no Teams at all. Users can be assigned to multiple teams. Here’s how to add Team: 

  1. Click Settings, then click Teams.
  2. Click Add Team button. Put in your new Team Name (required) and Description, if needed. 
  3. You will see all users in the Available Users box. Click a user’s name, then the gray double right arrow button, to add the user to the Team. 
  4. If you add a user by mistake, click on their name in the Selected Users box, and click the bottom gray double left arrow button to Remove the user. 
  5. When done, click Save

If you need to Edit or Delete an existing Team, click on the blue Team Name link.

What are the different reports I can run on users?

All of our reports have various parameters, such as date range, location, department, status code, status type, and the ability to select specific users. There is also an Export to CSV option so you can download the report directly into an Excel spreadsheet if needed. Our reports use a 24 hour clock. Time totals are shown in decimal format. (For example, 15 minutes = .25, 30 minutes = .50, 45 minutes = .75) Administrators have access to all Reports, for all users and their data. Managers can run reports only for users at their SAME location. And Employee users can only run reports on themselves. Here are a few of our most common reports:

  1.  Time History Report: shows user time history, including all status changes, for a designated time period. This report shows hours and can be used for payroll purposes. Managers and Admins will also see an IP address for most status changes. Employee level users can only run a “My” Time history report.
  2.  Current Status Report shows you the current status of every user at this moment. It will also show the last updated status for each user, and helpful information such as their email address, and phone numbers.
  3.  Emergency Status Report can be run by Managers and Administrators only, and shows an immediate snapshot of all users, their current status, when that status was updated, and see their location and department. It also will have any emergency contact information that the user has provided in their user profile. 

Here is a list of all InOutBoard Reports

My Time Card Report: This report shows your total daily hours worked (IN hours), based on a range of dates you supply.  It is a summary report, and is supported by the My Time History report.

My Time History Report: This report shows a history of your status changes for a range of dates you supply.  Transactions include In, Out, and PTO status types. Totals and any comments for each transaction are also included.  

My Calendar Report: This report provides a detailed listing of your calendar events for a range of dates you supply.  Events will come from your My Calendar, and any other shared company calendars you have access to.

Resource Status Report: This report show the current status information of all Resources and can be filtered by Resource Type, Location, Status, Status Type, and who the Resource is Assigned To.

Location Report: This is a list of your company’s locations, and includes the location number, address, phone, and fax numbers. The Location Report is available to all users.

Time and Attendance Reports can be run by Administrators and Managers only. Managers can only run these reports for users at their same location. These reports include: 

Current Status Report: This report gives you a listing of all users’ current status and detailed contact information. You can filter the report by status code, location, and department. This report can be used in case of disaster or emergency, when you need to know where users are, and how to contact them. 

Time Card Report: This report shows the total daily hours worked (IN  type hours), for individual users or all users, based on a range of dates you supply. It is a summary report, and is supported by the Time History report.

Time History Report (IP Address information): This report shows a history of status changes for individual users or all users, for a range of dates you supply. You can also filter the report by location, department, status code, and status type. Totals and any comments for each transaction are also included. NOTE: You can use this report to show you what IP address (what computer or mobile device) the user is updating their status from. The IP address will show for each status change.

Time By Status Code Report: This report summarizes time by status code, for individual users or all users, for a range of dates you supply.  You can also filter the report by location, department, status code, and status type. You can see how much time each employee spends in each Status Code, such as In, Training, Lunch, etc.

Time By Status Type Report: This report further summarizes time by the three main status types (In, Out, and PTO), for individual users or all users, for a range of dates you supply. You can also filter the report by location, department, status code, and status type.  

User Report: This report contains detailed contact information for all users, and can be filtered by location and/or department. Only Managers and Administrators can run the User Report. Managers can only run the User Report for users at their same location.

Emergency Reports can be run by Administrators and Managers only. Managers can only run these reports for users at their same location. Encourage users to update their profile with their emergency information. This information can be viewed by the user, Managers, and Administrators. Reports in this area include: 

Emergency Status Report: This report shows the current status of all users, and when their status was last updated. You can filter the report by location and/or department. It includes detailed emergency plan and contact information. You can select to show user address info on the report as well. Only the user can add emergency contact information into their own User Profile.

Emergency Plan Report: This report shows the details of all users’ emergency plan information. It can also be filtered by location and/or department. You can select to show user address info on the report as well. Only the user can add emergency contact information into their own User Profile.

STILL HAVE A QUESTION?

Contact Us

Ask about InOutBoard products, pricing, implementation, or anything else — we’re standing by, ready to help.

Please enable JavaScript in your browser to complete this form.
help center contact