The User Settings section of the Admin panel has many different functions. Let´s have a look:
1. Users
As an admin, from the Users tab, you can:
- Invite new users, add them to user groups and send invites to them via email (optional)
💡 Users can always register via email and get recognized based on their domain. The system will automatically recognize their domain and send them a verification email. Your domain will be protected from misuse by people outside your organization.
If you wish to deactivate this feature, please get in touch with your designated Customer Success Manager.
- Learn more about a user or configure their info by clicking on them.
You can add a profile picture and edit their name, surname, role, and status here.
You can also deactivate or delete users from the active user base.
2. User Groups
You can add users manually or automatically by connecting deskbird to Azure AD.
2.1 Create a group manually
First, open our web app and click the Admin button.
Under the User Settings, please click User Groups to create a group.
By clicking on Add group in the upper right corner, you can create individual groups within your company, e.g. HR, Finance, Sales, etc.
Here you can add a group name, members belonging to this group, and set the Group Manager. Group Managers can then plan the week and book desks only for their assigned team members.
To delete user groups, click the red Delete button on the left corner of the page. This means you will delete a user group from our app, yet not on Azure.
To completely remove a user group from your database, you should open Azure, select the user group you wish to delete, and then do a sync with the deskbird app.
Did you know you can also create sub-groups of user groups?
It can be helpful when a Team at your company, say Finance, is also part of a bigger Department, i.e. Business. The users added to the sub-groups will, of course, also be part of the parent group.
You will just need to drag and drop the child group under the parent group. The hierarchy of groups is easily visible:
Now you have successfully created a group and can edit the members whenever needed. Hurray!
2.2 Import User Groups from Microsoft Entra ID (formerly Azure AD)
To import users from Microsoft Entra ID, you need global admin rights both in deskbird and in Microsoft Entra ID. You can import and sync user groups from Microsoft Entra ID (optional) or manually by clicking Add group.
Navigate to the User Groups overview (Admin Panel > User Settings > User Groups) and select Import from Microsoft Entra ID. Log in with your Microsoft admin credentials.
You can now select which user groups to import from Microsoft Entra ID. Please note that this only imports the groups and does not automatically assign the users from these respective groups. When users register using the MS SSO, you can click on Sync user groups with Microsoft Entra ID. Afterward, they are added to their respective user groups.
On this section of the web app, you will also be able to:
- See the detail page of this group when clicking on a user group
- Rebuild your organization's hierarchy by dragging and dropping sub-user groups
- Add users to, or remove them from, existing user groups
Awesome! Now that you've created the user groups, you also have the chance to schedule the week on their behalf. To find out how, click here.
To upload users via CSV, click here.