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Company settings - Users (part IV)

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User skills

You can assign skills to each user. This is useful for resource loading simulation as it allows you to pick a team based on team members' skills, as opposite to their roles. Skills can also be used as a filter when sorting out a list of users.

To assign a skill to a single user:

  1. Go to Company settings > Users.
  2. Click the user's name. This will open the user details section.
  3. Click the Skills field.
  4. A dropdown will show up listing available skills. You can search for a required skill by typing any character or characters it contains.
  5. Select the skill from the full dropdown list or the search results.

Skills.png

Addings skills in batch

You can assign the same set of skills to a group of users. This is done via the batch operation panel.

To assign a set of skills to a group of users:

  1. Go to Company settings > Users.
  2. Select the checkboxes of the users you want to assign the set of skills to.
  3. Click Skills on the batch panel.
  4. Select the skills you want assigned using checkboxes.
  5. When you're done with selection, click Add.

Batch.png

Removing skills

To remove a skill from a user's list of skills:

  1. Go to Company settings > Users.
  2. Click on the name of the user you wish to delete a skill from. This will open the user details section on the right side of the screen.
  3. In the Skills field, click on the tag of the skill you want removed from the user's skills.

Removing.png

 

Warning

Removing a skill does not delete it. A removed skill is still available for picking.

 

Removing skills in batch

You can remove a skill or several skills from a group of users in one go.

  1. Go to Company settings > Users.
  2. Select the checkboxes of the users you want to remove the same skills from.
  3. Click Skills on the batch panel.
  4. Select the skills you want to remove from the selected users.
  5. When you're done with selection, click Exclude.

Deleting skills from the skills list

You can delete unwanted skills so that they are no longer available for selecting. Since you cannot edit an incorrect skill (e.g. misspelled), the way to go is to delete it and add the correct one. 

To delete a skill:

  1. Go to Company settings > Users.
  2. Click on the name of ANY user. This will open the user details section on the right side of the screen.
  3. Click on the Skills field and wait for a dropdown to appear listing all available skills.
  4. Hold the pointer over the skill you want deleted and click the bin button that appears on the right-hand end of the row.
  5. Click Delete to confirm the deletion.

Deleting skills.png

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