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See ",[634,635,636],"a",{"href":269},"Documents → Onboarding"," for related setup.",[504,639,641],{"color":640,"icon":507},"red",[405,642,643,646,647,650,651,654],{},[417,644,645],{},"No bulk \u002F CSV import."," Users are created ",[417,648,649],{},"one at a time"," — there is no bulk or CSV user import. (CSV\u002FExcel\u002FPDF on the directory is ",[417,652,653],{},"export-only",".)",[409,656,658],{"id":657},"editing-a-user","Editing a user",[405,660,661,662,665],{},"Open a user and choose ",[417,663,664],{},"Edit",". 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The manager drives the ",[634,773,774],{"href":284},"org chart"," and the person's ",[417,777,778],{},"Direct Reports"," list.",[586,781,782,785],{},[417,783,784],{},"Division"," is a free-text field that sits above department.",[409,787,789],{"id":788},"user-lifecycle-actions","User lifecycle actions",[405,791,792],{},"From a user's record, the following actions are available (to admin\u002Fexec):",[422,794,795,805],{},[425,796,797],{},[428,798,799,802],{},[431,800,801],{},"Action",[431,803,804],{},"Effect",[441,806,807,817,827,837,847,857],{},[428,808,809,814],{},[446,810,811],{},[417,812,813],{},"Offboard",[446,815,816],{},"Begins offboarding for a departing employee",[428,818,819,824],{},[446,820,821],{},[417,822,823],{},"Reactivate",[446,825,826],{},"Restores a previously offboarded \u002F inactive user",[428,828,829,834],{},[446,830,831],{},[417,832,833],{},"Permanently delete",[446,835,836],{},"Removes the user account entirely",[428,838,839,844],{},[446,840,841],{},[417,842,843],{},"Resend credentials",[446,845,846],{},"Re-sends the welcome \u002F setup email",[428,848,849,854],{},[446,850,851],{},[417,852,853],{},"Reset 2FA",[446,855,856],{},"Clears the user's two-factor configuration so they can re-enroll",[428,858,859,864],{},[446,860,861],{},[417,862,863],{},"Reset welcome",[446,865,866],{},"Re-issues the first-login setup flow",[504,868,869],{"color":626,"icon":507},[405,870,871,874],{},[417,872,873],{},"Deactivate is not delete."," Offboarding \u002F setting a user inactive disables access but retains the record. Permanent deletion is a separate, irreversible action.",[409,876,878],{"id":877},"troubleshooting-notes","Troubleshooting & notes",[583,880,881,887,901,916,925],{},[586,882,883,886],{},[417,884,885],{},"I want to import a spreadsheet of employees."," Not supported — add users one at a time. The directory's CSV\u002FExcel\u002FPDF is export-only.",[586,888,889,892,893,896,897,900],{},[417,890,891],{},"A new user can't do everything yet."," New users must ",[417,894,895],{},"set a password"," (forced on first login) and ",[417,898,899],{},"verify their email"," before some features become available.",[586,902,903,906,907,909,910,912,913,915],{},[417,904,905],{},"The welcome link expired."," The setup token is valid for ",[417,908,595],{}," — use ",[417,911,843],{}," \u002F ",[417,914,863],{}," to issue a fresh one.",[586,917,918,921,922,924],{},[417,919,920],{},"I can't assign the Executive role."," Only an existing ",[417,923,563],{}," can create or assign another executive.",[586,926,927,930,931,933],{},[417,928,929],{},"The manager dropdown is disabled for me."," Editing the manager (",[764,932,766],{},") is restricted to admins and executives.",{"title":935,"searchDepth":936,"depth":937,"links":938},"",1,2,[939,944,947,948],{"id":411,"depth":937,"text":412,"children":940},[941,943],{"id":521,"depth":942,"text":522},3,{"id":577,"depth":942,"text":578},{"id":657,"depth":937,"text":658,"children":945},[946],{"id":742,"depth":942,"text":743},{"id":788,"depth":937,"text":789},{"id":877,"depth":937,"text":878},"Add new employees, edit their details, and manage the full user lifecycle — offboarding, reactivation, deletion, roles, departments, and managers.","md",null,{},{"icon":290},{"title":287,"description":949},"ieNR-tdTM3oJFmC0YSBwxJjDjKW5AStkXWUVVkH0E_Y",[957,959],{"title":283,"path":284,"stem":285,"description":958,"icon":131,"children":-1},"Browse the people directory and org chart, and understand the employee profile, its tabs, inline editing, and PII privacy gating.",{"title":292,"path":293,"stem":294,"description":960,"icon":295,"children":-1},"Compensation, bonuses, job history, certifications, visas, education, languages, assets, emergency contacts, notes, and custom fields & tabs.",1781157131294]