User Setup

1. Overview

User Setup is used to add, manage, and organize users in the platform. It allows administrators to invite users, control access, assign roles, and define reporting relationships such as Manager, Trainer, and Mentor. This ensures structured user data, accurate reporting, and controlled access across the system.

2. When to Use

Use User Setup when you need to:

• Invite new users (single or bulk)

• Track user login and access status

• Block users who have exited the organization

• Assign Managers, Trainers, and Mentors

• Configure user attributes for reports

• Maintain designations and roles consistently

3. Concepts

• Registered – User account has been created

• Logged In – User has logged into the platform at least once

• Not Logged In – User account created but login not completed

• Blocked – User access is disabled

• Pending Requests – Users waiting for approval

• Role – Access level (All, User, Admin, Creator)

• Attributes – User details used for filtering and reporting

4. Set Up Guide

Path: Menu → Settings Centre → User Setup
https://converse.bsharpcorp.com/celebrate/settings_center

Under User Setup, you will see:

• User Management

• User Attributes

• Designation

• Manager

• Trainer

• Mentor

4.1. User Management

View User Status

The User Management page displays users under different tabs:
https://converse.bsharpcorp.com/celebrate/user_management

• Registered

• Logged In

• Not Logged In

• Blocked

• Pending Requests

Each tab shows the count of users in that category.

Search & Filter Users

You can:

• Search users by name or email
  

• Filter users by Role (All, User, Admin, Creator)
  

• Use advanced filters to search by:

  • First Name

  • Last Name

  • Email ID

  • Mobile Number

  • Designation

  • Country

  • Date of Birth

  • Date of Joining

  • Manager

  • Trainer
    

Invite a Single User

1. Click Invite User
   

2. Enter user details:

   • First Name

   • Last Name

   • Mobile Number

   • Date of Birth

   • Email ID

   • Hired On date

   • Country, State, City

   • Designation

   • Manager Email Address

   • Trainer Email Address (optional)

   • Mentor Email Address (optional)

3. Click Send Invite
   

4. User receives an invitation notification

Invite Multiple Users (Bulk Upload)

1. Click Invite Multiple Users
   

2. Download the sample format

3. Fill in user details in the file

4. Upload the completed file

5. Click Submit
   

6. System displays:

   • Success message if upload is valid

   • Error details if any records fail

7. The error file can be downloaded.

Download User Data

Admins can download:

• All users

• Logged-in users

• Not logged-in users

• Blocked users

4.2 User Attributes

User Attributes control what user information is available for reports.

Attribute Visibility

• Green eye icon → Attribute included in reports

• Red eye icon → Attribute excluded from reports
  

This applies to:

• Basic attributes

• Trainer and Mentor attributes

• Additional attributes

Add Additional Attributes

1. Click Add under Additional Attributes

2. Enter:

   • Attribute Name

   • Attribute Type
     

3. Save and confirm

4.3 Designation

Designations define user roles shown across the platform.
https://converse.bsharpcorp.com/celebrate/settings_center

Add Designation

1. Enter designation name

2. Click Add

Usage Notes

• Designations appear in user creation dropdowns

• For bulk uploads, designation text must exactly match what is configured

• Designations can be reordered or removed if needed

4.4. Manager Setup

1. Go to Settings Centre → User Setup → Manager
   

2. Click Select Manager

3. From the dropdown, select a logged-in user who should act as a Manager
   

4. Click Add
   

This action makes the selected user a Manager in the system.

4.5. Trainer Setup

1. Go to Settings Centre → User Setup → Trainer
   

2. Click Select Trainer

3. From the dropdown, select a logged-in user who should act as a Trainer

4. Click Add
   

The selected user is now enabled as a Trainer.

4.6. Mentor Setup

1. Go to Settings Centre → User Setup → Mentor
   

2. Click Select Mentor

3. From the dropdown, select a logged-in user who should act as a Mentor

4. Click Add
   

The selected user is now enabled as a Mentor.

How to Assign Manager / Trainer / Mentor to Users

You can assign roles in two ways:

Option A: While Creating a New User

1. Go to User Management → Invite User

2. Fill in user details

3. Select Manager / Trainer / Mentor email as required

4. Click Send Invite

Option B: For Existing Users

1. Go to User Management

2. Open the user profile

3. Select Manager / Trainer / Mentor under the respective fields
   

4. Click Save

5. User View

Admin View

Admins can view and manage user details from:

• User Management → User Profile

• Account Settings → Profile

From here, admins can:

• View full user details

• Edit profile information

• Assign or change Manager / Trainer / Mentor

• Block or unblock users

End User View

Users can view their details under Profile → Account Settings

• Basic information

• Designation and role

• Manager, Trainer, Mentor

• Country, state, city

• Additional attributes

6. Reporting

• Only attributes marked with 🟢 (Included in Report) will appear in reports.

• Reporting accuracy depends on proper user setup and assignments.

7. Best Practices

• Keep user attributes clean and consistent

• Block users who have exited the organization

• Ensure designations match during bulk uploads

• Assign managers, trainers, and mentors before launching learning

8. Related Links / FAQs

• User Management

• User Attributes

• Designation Setup

• Manager Setup

• Trainer Setup

• Mentor Setup

9. Version Notes

Last Updated: 30 Dec 2025