Creating a user manually 

Please note: If you have a User Sync Integration, your users will be created and updated automatically by your sync. You can also embed the 'Paused' function within your sync to automatically manage pausing and unpausing users with your usual sync. If you would like to learn more, please get in touch with your Customer Success Manager. 


You can create users in the OpenBlend manually at any time. 


1. Navigate to your 'Admin' section in the left-hand navigation 

2. Click on 'User Information' 

3. Click on 'Add new user' 



4. You can then complete the necessary information for the new user as seen below, then click 'Create'. Please ensure that you check the 'Talent' role for all new users as a minimum.


Pausing a user 

Our 'Pause' functionality supports you to temporarily suspend a user account for those on long-term-leave. Pausing a user will mean that reminder notifications and other functions will pause whilst the user is in this state. 

  

When a user is paused: 

  • They will still show in the Team Dashboard (Manager View) in the list of direct reports for their assigned manager, with a ‘paused’ pill but will be excluded from any stats in the Team Dashboard
  • The user cannot be added to an Evaluate cycle
  • The user cannot be selected as a recipient of or responder for feedback requests, nor can they receive high-fives
  • If a paused user tries to log in they will see: “Your OpenBlend account has been paused.”
  • If a paused user is logged in before being paused, when they try to navigate to another page they are logged out as expected

  

When looking at User Information in OpenBlend, you will see that: 

  • Paused users will not be counted in the talent or leader user counts in the Admin area of OpenBlend
  • Paused users will show as ‘Paused’ in the Login Sent Status column
  • The ‘Filter by role’ dropdown now has an option to view ‘Paused’ users, which also shows the count of paused users


In Data on Demand: 

  • Paused users are removed from your reporting, to avoid any discrepancies with reporting on usage

 

To pause a user, follow these steps: 

  1. Navigate to 'User Information' in your admin area
  2. Scroll down to find the user you would like to pause and click on the 'pen' icon to edit
  3. Under 'User Status', select 'Paused' in the drop-down, and click 'Save'
  4. You will then see 'PAUSED' under their Login Sent Status column 



5. Once the user returns from their long term leave, you can then un-pause them by following the same steps, but setting the user back to 'Active'. Then they will be able to log in as before and all their data will be exactly as they left it.