Managing Users

Managing Users

Users are a critical part of the Wamly system as this will control access and permissions to your Organisation. Users should not be confused with Company Employees applying for roles within the Company. Once a User gets added to the Organisation they will receive an email with a link to set up their user and password.

Info
For more information about signing up as a new User please see this article.

User Roles & Permission Hierarchy

Wamly utilizes a strict role-based access control (RBAC) system to maintain security and data silos:

  1. System Manager: The highest level of access. They can perform any action across all departments, manage global organisation details, and are the only ones who can view or download candidate consent documents for background checks.
  2. Administrator: Limited to performing actions within their allocated departments. They cannot access global subscription data or top-level organisation settings.
  3. Rater: The most restricted role. They can only access and rate applications for the specific projects they have been added to.

Key Interface Functionalities

  1. Adding Users: To create a new user, the system requires a Name, Surname, Email, and Mobile number, along with an assigned role and department.
  2. User Seats: A new user cannot be added unless the organisation has an available "user seat" on its current plan.
  3. Activation/Deactivation: Users are never deleted from the system to preserve the Audit Trail and activity history. Instead, they are deactivated to remove access.
  4. Specific Permissions: Beyond general roles, System Managers can toggle a user's ability to view results, view reports, or trigger transactions for psychometric assessments and background checks.

Setting up a User

The User Setup can be accessed via the Left Side Menu > Users Tab.

  1. You will need to complete all the Mandatory fields indicated with a * such as:
    1. First Name
    2. Last Name
    3. Email Address
    4. Phone Number
    5. Role
    6. Department
    7. Psychometric Evaluation Permissions
    8. Background Check Permissions

User Types (Roles)

  1. System Manager (Also known as a “Super User”):
    1. This user can see and set up everything in the Wamly system, including the My Organisation Settings Tab.
    2. This user can perform any action across all Departments.
    3. This user can be added to Projects as Raters for Visibility but will not be able to add ratings to Candidate profiles.
  2. Administrators:
    1. This user can see everything except access the My Organisation Settings Tab.
    2. This user can perform any action across all Departments.
  3. Raters:
    1. Can only Access and Rate in Departments that they have been added to.

Department(s)

  1. Specify one or more departments to which the user belongs. This user will only have visibility and be able to interact with projects that match the departments this user has been allocated to.

Psychometric Evaluation Permissions

  1. View Psychometric Results
    1. Enabling will allow viewing of Candidate Psychometric Assessment Results.
  2. View Psychometric Reports
    1. Enabling will allow the viewing of Candidate Psychometric Assessment Reports.
  3. Trigger Psychometric Evaluation
    1. Enabling will allow the sending of the Psychometric Assessment to the Candidate(s) to complete.

Background Checks

  1. Different Types of Background Checks:
    1. Identity Verification check
    2. Criminal check
    3. Credit check
    4. Qualification check - (Such as a Matric or Tertiary Qualification)
    5. Professional check
    6. Drivers License check - (MIE ONLY)
  2. Different Permissions for Background Checks:
    1. View Results
    2. View Report
    3. Trigger check - (Gives permission to action a background check)

User Administration

  1. Once your user(s) have been added successfully you will be able to search for your user by name or email address.
  2. You are able to filter users by:
    1. User Role
    2. Associated Departments
    3. User Status (Active or Inactive)
  3. To Edit, Activate or make a user Inactive click on the three dots on the right hand side of the user.



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