Learn more about how to grant users access to the Dashboard and set up permissions in the Dashboard access and permissions article.
Learn more about rolling out the app and inviting users who did not download the app yet in the Rolling out the app article.
How can I add a new user?
You can easily add new user accounts to your Bundeling platform and send them an invite to let them start using the platform.
Navigate to the Users overview in the Dashboard.
Click the Add button at the top of the screen.
Enter the user profile fields with the desired information.
Minimum required information is Email and Name.
Click Save to save the user profile without sending an invite
Or, to invite the user to the platform straight away:
Click Save and send invitation. The user receives an invite email with username, password and instructions to start using the (web) app.
You can connect user accounts to company or department profiles. Learn more about creating and managing these profiles to connect to your user's accounts in the Manage company and department profiles article.
How can I edit the information in a user profile?
Users can easily edit the information in their own user profile in the (web) app to complete their own profile. You may need to make some changes in the user profile if requested.
Navigate to the Users overview in the Dashboard.
Edit the user profile.
Edit the user profile fields with the desired information.
Click Save to save the user profile without sending an invite.
How can I grant access to users when they forgot their password?
Users can reset their own password by requesting a new password in the loginscreen of the (web) app. Want to send the user a new invitation email with instructions to start using the web (app)? You can send a new invite in the Dashboard:
Navigate to the Users overview in the Dashboard.
Click the User.
Click Send invite in the top right corner.
Click OK to send the user a new invitation email.
How can I make an export of all users?
You can use Bundeling to retrieve all neccessary information from your users. You can export all up-to-date information in the user profiles to an Excel spreadsheet to have a complete overview of your user’s data.
Navigate to the Users overview in the Dashboard.
Click Export overview at the top of the screen.
What does export stats in the user overview mean?
By pressing the button Export stats in the user overview an Excel file is downloaded with additional information about users and their activity in the app. The Activity column displays the amount of actions a user has performed in the app, the First activity column displays the date a user opened the app for the first time and the Last actvity column displays the most recent date the user opened the app.
What do profile views mean in the user profile?
In the Dashboard you have the possibility to see some statistics in the user profile, such as Profile views. This displays how many users have clicked on that profile.