What does the "User Profile" look like in the Admin Panel?

The user profile is where:

you can complete and change user data and permissions;
you will find information provided when completing Forms and Files added to tasks;
you will save the results of any knowledge tests you complete;
you will verify the details of changes made to the user profile (date of change, who made the change, details of the change).

Learn more about each of these locations.

SETTINGS TAB

➡️ COMPANY, LOCATION, CATEGORY SECTION

Here you can add tags to the employee's Profile: "Company," "Location," and "Category." These tags will be visible in reports and can be used to target actions in the process.

💡Example:
An employee is assigned the "Senior Manager" category, so they will receive the appropriate task variant with a selection of additional equipment - intended for managerial positions.

➡️ PERMISSIONS SECTION

In "Settings," there's also a Permissions section, where you can select whether the user should be:

Gamfi Administrator with the broadest permissions in Gamfi - has access to all tabs in the Panel and can make changes to the profiles of other Administrators;
Administrator,who has access to all tabs in the Panel;
Process Creator, i.e., with permissions that only allow them to add an employee to the platform and run a process;
Workflow creator, i.e. with permissions that only allow creating and editing the substantive content of the workflow;
File Manager, i.e., can download documents saved on employee profiles from the platform;

This is also where you can set whether:
the user account should be active,
the user should be excluded from reports,
the user should be hidden from the platform.

➡️ DELETE ACCOUNT SECTION

In the "Settings" tab, you can also use the "Delete Account" function. This function allows you to permanently delete all information and files that have ever been on a user's profile. This operation cannot be undone.

“CUSTOM FIELDS” TAB

Each "Form" Action uses "Custom Fields", which store information provided by the employee (or role).

The administrator can make changes to these Custom Fields.

They can also download a report of the Fields collected on the employee's profile. To do this, simply use the "Download" button, which appears in the Fields section in the upper right corner of the screen.

“FILES” TAB

The "Files" tab stores all files added by employees and/or roles to Gamfi. If you have "File Manager" permissions, you can download (or delete) such a file directly from your User Profile. How do you do this? Simply use the "three dots" menu on the right for the file and select "Download" (or "Delete").

💡 If the operation is unavailable, it means you do not have “File Manager” permissions.

"KNOWLEDGE TAB"

This is where knowledge test scores are recorded. If an employee has taken a given knowledge test multiple times, each attempt and result will be visible here.

"LOGS" TAB

This is where information about changes made to a user's profile is saved. In the Logs, you can see:

the date of the change,
the person who made the change,
the details of the change – what was changed.