User management is the place where you can configure settings related to users and contacts. This is also where you can add new users, modify existing users roles and block existing users.
The User Management page has three different sections:
To access the user management page click your profile in the top right corner and click settings.
Click the Users tab in Settings to manage user accounts.
Enable shared contacts
By default any contact that a user creates in Taktikal is private to that user. This means that other users are not able to see who the user has created as a user and possibly sent signing requests to.
For some companies it can be desirable to share contacts lists within the company. This can be done by enabling shared contacts. This setting will apply to all users and all contacts within the company and can not be undone.
When this setting is first turned on, all contacts are combined into one list. If a contact was present for more then one user, that contact is merged into one contact, provided that all applicable information about the contact is the same (phone number, email, name and ID number). If any of the information is not the same, both contacts will remain in the shared contact list.
After this has been enabled any updates made to contacts or contact groups will be reflected across the company.
NOTE
Enabling this feature will not share access to documents or the activity log associated with
the contact.
See more about contacts and contact groups here.
Self sign up for users
The self signup option allows individuals that have an email address that ends with the company domain i.e. individual@yourcompany.com to sign up for a user account themselves, provided that they have access to the self signup link. The admin can add which domain or domains should be allowed to sign up in self service.
This allows companies to make a self signup link available to their employees and they can sign up for a user account without the involvement of Company Administrators. These users will be granted the user role by default, but their roles can be modified by a Company Administrator after signup.
User Management
The users section shows a list of all users and their roles. It is also where you can:
Add user
To add a new user click the "+ Add User" button.
Fill in the users name and email address (and optionally, the ID number if using the .is portal). The user needs to have a unique email address.
If the same individual already has an account with Taktikal for that email you can still create a user account for them by adding "+[some text]" before the @ symbol. Example: somebody+1@yourcompany.com.
NOTE
You do not need to create this email for the person in your email server, the email server
will ignore the +[some text] when receiving emails associated with the account.
Choose user permissions
Next, choose the applicable user permissions for the user. By default, all users will have access to Drop & Sign, the Activity log, Contacts, Statistics and their Inbox.
They will also have permissions to send published SmartFlows and have access to published Fill & Sign forms.
Adding a user on the IS portal, that doesn't have an eID
If the user doesn't have an eID, but requires a user on the Icelandic portal, click the "User has no eID" link below the button. This will transform the add user window to skip the kennitala field.
Edit user / Update user roles
To edit user roles, select the three grey dots on the right and click update permissions.
Deactivate / Block users
To deactivate a user account, select the three grey dots on the right and click deactivate account.
Click "Deactivate account" to finish deactivating the user account.
The user account will still be visible in the user list, but it will be moved to the "Deactivated users" section below.
The account can be reactivated by selecting the three grey dots on the right and clicking activate account.
Delete user
To permanently delete a user account, select the three grey dots on the right and click Delete user.
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