Managing Users as a Site Administrator

As a Site Administrator, you have the authority to manage and monitor users assigned to your location directly from your control panel. Through the Admin People Management section, you can quickly onboard new users, edit profiles, assign special permissions, and manage access.

Scope of Your Role & Multi-Site Admin

By default, your Site Admin role allows you to manage the specific location to which you are directly assigned. However, if you coordinate operations across multiple plants or facilities, you can request your Organization Administrator to expand your reach.
Your Organization Admin can assign additional sites or entire site groups under your supervision.

💡 Where to check your assigned sites:
You can view all locations under your management at any time within your User Profile, where your primary site and any additional assigned sites are listed.

What Can You Manage as a Site Admin?

As a Site Admin, you have full visibility, control, and management over resources and content generated within your assigned locations.

You can create, view, and edit content across these key platform modules:

• ⚙️ Site Settings: General information and location details.
• 👥 Users: Accounts, permissions, roles, and assignments.
• 💡 Revs: Improvement ideas and problem-solving initiatives.
• 📋 Routines: Checklists and scheduled executions.
• 🔍 Findings: Identified opportunities or operational deviations.
• ✅ Tasks: Assigned actions and action plans.
• 🏆 Challenges: Improvement campaigns and competitions.
• 👥 Teams: Workgroups and site departments.

Where Can You Perform These Actions?

You can manage your site’s content in two easy ways:

1. Navigating directly through the main navigation menu in Rever.
2. Accessing specific site items via direct links.

🔒 Note: Your editing capabilities are strictly tied to your management scope. You can only edit content belonging to sites explicitly assigned to you by your Organization Administrator.

${color}[rgb(var(--black))](User Management)

How to Access User Management

1. Go to the top navigation bar and click the Settings ⚙️ (gear) icon.
2. Select People Management (or Users).

Key Capabilities

From the user list dashboard, you can perform the following actions:

• User Onboarding (Manual & Bulk): Register team members individually or use templates for bulk uploads.
• Search & Filters: Quickly locate users using the search bar to jump directly into their profiles.
• Role & Permission Assignment: Grant or update special roles such as Coach, Impact Validator, and Routine Manager.
• Profile Editing: Update key information including first name, last name, email address, job title, and location tags.
• Password Resets: Issue temporary passwords for users who forgot their credentials or have trouble logging in.
• User Deactivation: Disable access at any time via the action menu (three dots) next to the user's account.
• View Customization: Select and organize visible columns in the table to prioritize the data you need.

User Account Statuses in Rever

Every user is assigned a status tag indicating their stage in the platform:

• 🟢 Joined: The user has completed registration and logged into Rever for the first time.
• 🔵 Created: The account was created, but the user has not logged in yet.
• 🟡 Pending: A password reset was requested/issued and is awaiting completion by the user.
• ⚪ Deactivated: The account was disabled, and the user no longer has access to the organization.

Adding New Users: Individual vs. Bulk Upload

You can onboard team members using two methods depending on your needs:

Manual User Creation

Ideal for registering users one by one directly in the platform.

1. Click the blue "Add" button (+ icon).
2. Select Manual.
3. Complete the required user information and organizational attributes:
4. • First Name*
   • Last Name*
   • Job Title
   • Employee ID
   • Email* (Use Employee ID + company domain if the user lacks a corporate email, e.g., 0000@company.com**)
   • Location Attributes: Select the user's Site, Tags (department/location tags), and Team.
   • Roles & Permissions: Assign special roles if applicable.
   • Temporary Password: Set a temporary password for their initial login.

📧 Welcome Emails: Users created with a valid corporate email address automatically receive a welcome email containing a direct login link and their temporary password.

Bulk User Upload (CSV File)

Ideal for onboarding multiple users simultaneously using a CSV template.

1. Click the blue "Add" button (+ icon) in People Management.
2. Select Via Template.
3. Click Download Template to obtain the formatted CSV file.
4. Fill out the CSV template with user details and upload the file back into Rever.

💡 Important Note on Bulk Uploads:
All users in a single CSV file must share the same Site, Team, and Tags. If you are onboarding users across different sites or departments, please upload them using separate CSV files for each group.

CSV Template Specifications:

• Supported file format: .CSV only.
• Columns in the file:
• • First Name*
  • Last Name*
  • Job Title
  • Email*
  • Is Coach? (Mark with X**; leave blank if No)
  • Is Routine Manager? (Mark with X**; leave blank if No)
  • Is Financial Coach? (Mark with X**; leave blank if No)
  • Is Site Admin? (Mark with X**; leave blank if No — Org Admin only)
  • Is Org Admin? (Mark with X**; leave blank if No — Org Admin only)

*Columns marked with an asterisk are required.

File Validation & Import Tabs:

• Needs Review Tab: If your CSV contains errors, Rever will highlight them in this tab. You can correct fields directly on screen before proceeding.
• • Common errors: Non-corporate email domains (Gmail, Hotmail, etc. are not allowed), incomplete email syntax, or missing required fields.
• Ready to Upload Tab: Displays all correctly validated users for a final review before completing the import.

Temporary Passwords & Access Management

When creating accounts, temporary passwords are used for initial access:

• Users with Corporate Email: Receive an automated welcome email with platform links and credentials.
• Users without Corporate Email: Create their account using their Employee ID under the company domain (e.g., 0000@company.com). Since they will not receive an automated email, you must share their email username and temporary password directly through local site channels.

⏱️ Temporary Password Expiration:
Temporary passwords created by administrators expire within 72 hours. Inform users that upon logging in with a temporary password, Rever will immediately prompt them to set a permanent password.

${color}[rgb(var(--black))](Managing Existing Users)

Editing User Attributes

1. Locate the user in the list and go to the Actions column.
2. Click the three dots menu (⋮) and select Edit Account.
3. Update necessary details: Name, Job Title, Email, or Location Tags.
4. Click Save.

⚠️ Note: Email addresses must use an authorized domain belonging to your organization.

Resetting a User Password

💡 Best Practice: Encourage users to self-serve using the "Forgot Password" link on the main login screen. Use manual admin resets only when users are unable to complete self-service recovery.

1. Find the user in the User List.
2. Under Actions, click the three dots (⋮) and select Reset Password.
3. Assign a temporary password and confirm. A confirmation message will appear.
4. Share the temporary password with the user. Upon logging in, they will be prompted to create a new, permanent password.

Deactivating a User

1. Locate the user in the User List.
2. Under Actions, click the Trash / Disable icon.
3. Confirm the action.

🔒 Data Integrity: When a user is deactivated, their login access is revoked. However, all content previously created by that user (Revs, Challenges, Routines, etc.) remains intact in Rever to preserve your site's historical audit trail.

Reactivating a User

If a deactivated employee returns, you can restore their account without losing their history:

1. Filter the user list by Deactivated status.
2. Click the three dots (⋮) in their row and select Reactivate Account.
3. The user’s access will be restored along with their previous profile history.

${color}[rgb(var(--black))](Filtering, Searching & Exporting Reports
)
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Advanced Filters & Search

Use the top search bar and filter controls to locate specific accounts quickly. As a Site Admin, filters will automatically display accounts belonging strictly to your assigned sites.

Exporting User Reports (.xlsx)

Export a detailed Excel spreadsheet of your filtered user list.

• Site Administrators: Export data for their assigned site(s) only.
• Organization Administrators: Export data across the entire organization.

How to Export:

1. Apply your desired filters (Country, Site, Site Group, Tags, Tag Group, Status, Permissions, or Admin Role).
2. Click the Export (.xlsx) button.
3. Open the Report Notifications icon in the top navigation bar.
4. Once processing is complete, click the Download (arrow) icon to retrieve your file.

Available Fields in the .xlsx Export:

Report Data available

The report will be available in a .xlsx format with the following information according to the users of the filters you have selected:

• Account ID
• Name
• Email
• Employee ID
• Created On
• Account Status
• Joined On
• Site Group
• Site ID
• Site
• Country
• Tag Groups
• Tags
• Admin Role
• Permissions
• Teams

Updated on: 25/09/2026