Adding & Disabling a User

This section covers:

1. Adding a New User
2. Password Reset
1. How to reset password for a user
3. Disabling a User
   1. How to disable a user
   2. How to disable multiple users

Video Guide: Adding a New User

Here's a video guide to help you add a user. If you prefer to read the step by step guidelines, keep scrolling!

Adding a New User

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Click the dropdown next to Home menu.
3. Select Teams -> Users.

4. Click +Add TAMS User Profile

5. Start adding information on the new User
   1. User Details
      
      • [5a] Fill in the required fields 👉 Email and First Name. Last Name is optional.
      • [5b] Login 👉 the Enabled checkbox is ticked by default, meaning the user can log in immediately upon account creation.
      • [5c] Mobile No 👉 optional. Enter the user's mobile number if needed.
      • [5d] Untick Send Welcome Email 👉 if you do not wish to give the user access immediately. In TreeAMS, a welcome email is an email prompting the user to reset their password. If you still need to complete setup — such as permission settings, content access, or task assignment — it is recommended to untick this first.
      • [5e] Regional 👉 Language and Time Zone are pre-filled with defaults (English / Asia/Singapore). Update these if the user is based in a different region.
      • [5f] Photo 👉 optionally attach a user profile image using the Attach button.
   2. Permissions
      • [5g] Role (required) 👉 assign the user's primary role in the system. Choose the User Role also known as User Type. Learn more about User Types here.
      • [5h] Sub Role 👉 required when the user's role is TAMS Site User. Select the appropriate subrole to define their specific access level within the system.
      • [5i] Network (required) 👉 assign the user to one or more networks. Note that:
        1. Assigning to the parent company grants access to all units within the company, as well as all branches and the units under them.
        2. Assigning to a branch gives access to that branch and all units under it.
        3. Assigning to a unit gives access to that unit only.
      • [5j] Department 👉 optionally assign the user to a department.

      💡 You can assign multiple networks (branches and/or units) to a single user.

6. Click Save

🚨 IMPORTANT‼️ After you have successfully added a User to your TreeAMS site and have done all the necessary permission settings, it's time to give the User access to their account. Please continue to Password Reset to give them access to TreeAMS!

Password Reset

In TreeAMS, Password Reset is useful when a user is about to start using TreeAMS or when they simply need help with resetting their password.

Here, you can reset the password for a single user.

How to reset password for a user

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Click the dropdown next to Home menu.
3. Select Teams -> Users.


4. Find and select the User whose password you want to reset.
   
5. Click Reset Password, then the user will receive an email prompting them to reset their password.
   

💡 Tips: Site Admins cannot manually set or change a user's password. If a temporary password is needed, please contact your Administrator or email connect@treeams.com

Disabling a User

In TreeAMS, Disabling a User refers to revoking user access to the platform without permanently deleting their account. A disabled user cannot log in or interact with the system, but their data and permissions are retained.

This feature is useful for situations like staff transitions, extended leave, and even resigned staff members.

⚠️ Important: TreeAMS strongly advises against deleting a user. Each user is linked to critical data, and deletion may cause data loss or system errors.

Take note: After disabling a user, the Team Manager must manually remove the user from all teams they were previously assigned to.

In TreeAMS, you can choose to either disable a single user or disable multiple users at the same time.

How to disable a user

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Click the dropdown next to Home menu.
3. Select Teams -> Users.


4. Find and click the User you would like to deactivate or disable

5. Uncheck the Enabled checkbox

6. Click Save

How to disable multiple users

1. Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
2. Click the dropdown next to Home menu.
3. Select Teams -> Users.

4. Select List View
   then select all users you would like to deactivate or disable.
5. Click Actions
6. Click Edit

7. Select Enabled for the field

8. Uncheck the Value checkbox
9. Click Update Records

If you need assistance, please email us at connect@treeams.com . We are happy to help! 👋😊