User Management in Console

Getting to know the Users Page

The Users page in the weavix Console is where you can view, organize, and manage everyone on your account. This page provides powerful tools to keep your workforce connected and up to date. Below, you’ll find an overview of the main functions available.

Users Page

To navigate to the Users Page, first log in to the Web Console. Once logged in, navigate to the configuration tab in the left-hand navigation menu and select Users from the list.  From there, you’ll see a list of all users tied to your account. Each row includes details about the user such as: 

First and Last Name - Listed in alphabetical order by First Name

Type of User - Full users have phone numbers and or emails associated to their profiles while basic users do not (We only recommend adding phone numbers and or emails to users who will need access to the web radio or console)

Company - If you have multiple companies on your account, this will give you a quick visual to identify the company associated to the user.

Global Admin - Global Admin's have oversight of all sites listed on your account

On the far right side of your Users page, you’ll find the Filters tab. This feature helps you narrow down your user list into a more specific view, making it easy to find the right people and manage them effectively.

Below are the available filters and how you can use them:

Badge - See which users have an NFC badge assigned and which do not. This is especially helpful when you’re preparing to distribute badges and need to know who still needs one.

Company - If your account includes multiple companies, you can filter by company and view only the users tied to that specific organization.

Craft - Choose from your list of existing Crafts to view users grouped by role, department, or responsibility.

Global Admin - Quickly identify all Global Admins in your organization.

Language - Filter users by their selected language preference. This can help with training, communication planning, and ensuring your team is set up in their preferred language.

Onboarding Guide - See which users have had onboarding guides downloaded and which have not. This filter helps track adoption and training progress.

Permission Group - View users by their assigned Permission Group. Permission Groups define the access levels a user has within the system and are set when creating their profile.

Sites - If your account spans multiple sites, use this filter to view users tied to a specific site.

Status - The Status filter helps you monitor account activity by showing where users are in their setup process. The statuses include:

Active – The user has been fully activated and can log in.

Invited – A full user who has received an invite code but has not yet activated their account. (Envelope Icon to the left to their name)

Pending – A user created in the system but not activated. For full users, this means they have not been invited or activated. For basic users, it means they haven’t yet activated. (Clock Icon to the left to their name)

Locked – An active user who entered the wrong PIN five times and is temporarily locked out. They’ll remain locked for one hour unless an admin unlocks them sooner. Once unlocked, they return to Active status.

Requested – A user from another account who has requested to join your company in Weavix. You can approve or deny their request.

Type - Filter by user type:

Full Users – Have an email or phone number associated with their account.

Basic Users – Do not have an email or phone number associated.

The Filters tab gives you control over large user lists, allowing you to find, group, and manage your workforce with precision. By combining filters (for example, “Site” + “Status”), you can drill down to exactly the group of users you need to see.

Adding a Single User

Adding new users in your weavix console is a simple process that ensures your team members have the access, permissions, and resources they need to use the platform effectively.

Once you are in your Users settings, you will need to click the Add User option in the top left corner.

You will then be prompted to the User info page. This is where you enter and manage details for each user in weavix. Required fields are: 

First and Last Name - (middle name optional)
Company – If your account has multiple companies, choose the company the user will be linked to.
Language – Make sure to select the correct language for the user. Since weavix offers translation capabilities, it’s important to choose the language the user is fluent in and will primarily use when operating their weavix devices.

Pro Tip! Phone number and email address are not required for all users, and are only necessary if the user will be accessing the web radio or console. This is because when accessing the web radio and console, the user will get a verification pin sent to their phone number or email address to verify their login.

Once you have completed inputting the user's info, you will see an "Account Settings" section by scrolling down.

Global Admin – Designed for individuals managing accounts with multiple sites. We recommend limiting this role to one or two people.
Site Assignment – Select the site or sites the user will be associated with.
Permissions – Choose from predefined groups that determine what features, functions, and areas of the platform the user can access.
Craft(s) – Assign one or more crafts from your team’s predefined list. Crafts group users by their roles, departments, or responsibilities. This also grants access to channels linked to that craft and simplifies backend features like SOS workflows, forms, and other platform functions.
Tags – Add tags to help identify individuals or groups quickly.

Once you have entered all of your user's information, you can click "Save" in the bottom right hand corner. 

Now that the user has been saved, a QR code prompt will appear. This gives you the option to activate their account immediately by having them scan the QR code with either their Walt Smart Radio or the weavix Mobile App. If you prefer, you can skip this step and have the user to complete their activation at a later time. 

If you chose not to activate the user yet, you can click here for an article that will guide you through the activation process for a single user.

How to Edit Users

If a user’s information changes, or if they need assistance getting logged into their profiles, you can easily make edits to their profile at any time.

To do this, log in to the Web Console and, from the left hand navigation menu, select Users under the Configuration tab. This will bring you to your full user list.

From there, click directly on the name of the user whose profile you wish to edit (rather than the checkbox to the left of their name). 

This will open their profile, where you can make the necessary updates, such as:

First and Last Name - If a user’s name changes or needs correcting, you can update it at any time.

Company - If a user moves to a different company within your account, their company field can be updated.

Language - You can change the language for users who have not yet activated their profile. Once activated, users can adjust their own language settings directly on their Walt Smart Radio or the weavix Mobile App.

Global Admin - Global Admins (users who oversee all sites) can grant Global Admin status to another user if needed.

Sites and Permissions -If a user needs their site or permission group updated, you can make those adjustments directly in their profile. To add an additional site, click the blue plus button next to the Permissions tab and assign the appropriate permission group for that site. A user can be assigned to multiple sites, with different permission groups at each site if needed.

Crafts - If a user’s assigned crafts need to be updated, you can add new crafts, remove existing ones, or replace them with the correct assignments.

Tags - Add or remove tags from a user’s profile as necessary to keep them organized and searchable.

Delete User - If a user needs to be deleted and removed from your weavix account, you can select the Delete User tab at the bottom of your screen.

Once you’ve made the necessary updates to the user’s profile, click Save (highlighted in blue in the bottom-right corner) to apply your changes.

How to Bulk Edit Users

Editing multiple users at once in the weavix Console is beneficial because it saves time, ensures consistency, and simplifies administrative tasks. Instead of going into each user’s profile individually to make changes, bulk editing allows you to update key details such as crafts, permission groups, or sites for a group of users in a single step.

To do this, log in to the Web Console and, from the left hand navigation menu, select Users under the Configuration tab. This will bring you to your full user list.

From here, select the users who's profiles you wish to edit by selecting the box to the left of their name (once selected, the boxes will fill in blue). You can also select all users in your list at once by checking the box at the top left of the list, next to the First Name column header.

Once you’ve selected the users you want to edit in bulk, click the Action Selected button in the top-right corner, where you’ll also be see the total number of users you’ve selected displayed in parentheses.

After clicking Actions Selected, a drop-down menu will appear with several options to choose from, including Bulk Edit. In addition to editing multiple user profiles at once, you’ll also see other available actions, such as:

Send Invites – Send activation invites in bulk to Full Users who have not yet completed activation.
Example: If you notice several Full Users still show an envelope icon (meaning they haven't activated their profiles yet), you can resend invites to all of them at once to encourage activation.

Print Guides – Print Onboarding Guides in bulk for pending or invited users who have not yet activated.
Example: Commonly used before a group training session to ensure each participant has their personalized activation guide.

Export Selected – Export the selected users and their profile information to an Excel spreadsheet.
Example: Helpful when verifying all employees are entered correctly or when sharing details with HR or safety teams that don’t have console access.

Delete – Remove multiple users at once from your account.
Example: Useful if a vendor’s temporary workforce is no longer on site and their profiles need to be removed in bulk.

Move – Move selected users into designated folders if you to further organize your user list. To move users into a folder, the folder must first be created on your user list screen. Please see the section labeled "Creating Folders for Your Users List" below for more information

To Bulk Edit your users, select the Bulk Edit option on your drop-down menu

After clicking "Bulk Edit", a screen will prompt giving you the options you have to edit, such as:

Add/Remove Tags – Check the box for which action you want to edit, then type in the tag you want to add or remove.
Example: If you have the “Maintenance” craft added to your maintenance workers, but want to better organize by identifying who works the third shift, you can bulk add a “Third Shift” tag to those users.

Add/Remove Crafts – Check the box for which action you want to edit, then choose the craft you want to add or remove from the drop-down list.
Example: Useful if a new group of users needs to be assigned to the “Maintenance” craft or moved out of “Operations.”

Add Site/Assign Permissions – Check the box for which action you want to edit, select the site you want to add, and assign the appropriate permission group for the users at that site.
Example: Ideal when expanding access for users who need to communicate at an additional job site with the correct permission levels.

Remove Site – Check the box for which action you want to edit, then select the site you want to remove from the drop-down list.
Example: Handy if a group of users no longer need access to a temporary site after the project ends.

Once you’ve entered the changes you want to apply to your selected users, click the Next button in the bottom-right corner. A confirmation prompt will appear, asking you to verify that you want to save these updates. After clicking Save, your changes will apply to the selected users.

Creating Folders for your Users List

Managing a large workforce in the Weavix Console can quickly become overwhelming if your user list isn’t structured. Folders give you a simple yet powerful way to organize your users, making it easier to find, manage, and maintain groups of people.

To create a folder, log in to the Web Console, and from the left hand navigation menu, select Users under the Configuration tab. This will bring you to your full user list. From here, click the Add Folder Tab at the top of your screen. You will then need to enter the name of the folder you wish to create, and click Save.

Now that you have created your folder, you will see the folder on your user list. To the far right of the folder, you will be able to see how many users are in that folder.

You have two options for adding users to a folder:

Adding a Single User - Click and hold the user’s name, then drag and drop it into the desired folder.

Adding Multiple Users - Select the checkboxes to the left of each user’s name (or select all users by checking the box at the top of the column). Then, click Action Selected in the top-right corner and choose Move to place the selected users into the desired folder.

Pro Tip! If selecting all users, be sure to deselect the Folders from your list, and only have users selected!

From there, select the Folder you wish to move the users to and click save