Managing users in the Admin Property Dashboard
How do I create and manage users in the Admin Property Dashboard?
To create a new user within the Admin Property Dashboard, you must select ‘Manage Users' from either the Admin Property Dashboard or the option found on the navigation sidebar. Once you have entered the Users index, click on the ‘Invite User’ option found at the top right above the user list to continue.
Once you have selected to invite a new user, you will then be asked to provide a valid email address for the user you wish to create an account for. If a user already exists in the application, you will be asked to confirm that the user you have chosen is the appropriate user to be invited - you can tell who the existing user is by the details that are displayed about the user when confirmation is required. If you choose to continue, you will be taken to the ‘Edit User' page for the existing user, where you can choose their conversation area access and update any details where necessary.
If the user you are choosing to invite is new to the system, you will be asked to provide information pertaining to the new user such as:
- Their first and last name
- Their job title
- Their organization
- Their phone number
- A number for SMS messages (SMS messages will be sent to them for ‘Quick Requests' if they are assigned as 'key personnel')
- Their Timezone (UTC/GMT etc.)
- What user role they will be assigned (Admin or 'set-permission')
- An avatar image for their profile (there are default avatars available for new users, they can change or upload a new image in their own account page at a later date)
- What events they can access (this is very important - please ensure that you select your new event in the list or they won't have access to it)
- What event areas they can access (again, it is very important that you select these correctly to maintain a secure event)
Once completed, click on the button found at the bottom of the page. The new user will receive an activation email in their inbox, and will be shown as ‘pending activation’ when viewing their account details until they activate their account.
Please bear in mind as a Full Administrator, you have the ability to create a user with full administrative rights, so ensure that you select the correct role for the user you create!
If you wish to manage users that are currently assigned to the property, click on the user you wish to edit from the index displayed in the ‘Manage Users’ area. On the following page you have the ability to edit the access, details and permissions of the user you are currently viewing. If the user’s account state is still ‘pending’, you also have the ability to resend them an activation email by selecting the ‘Resend Activation Email’ option, found at the bottom right of the user’s Account Overview page.
In the Users index, all users are grouped by their name, organization and account state (active/pending) in this area. By clicking on either Name, Role, Organization or State (found at the top of the index), you can sort all of the current users at your property to your preference.
To find a specific user you wish to manage, enter a keyword into the ‘Search' option found at the top of the index. The search filter will not only filter results by name, but also by role, organization or state - this will allow you to quickly find and access the exact user's account you wish to access.
Can I remove users from an event in the 'Manage Users’ section?
Yes, but it can only be done through changing their event access by editing the user and then saving the changes. When managing users through the Admin Property Dashboard, the option to remove a user from an event is replaced with the option to remove them from the entire property. This is obviously a more powerful action, and should only be performed when absolutely necessary!
What happens if I 'remove' a user from a property?
Users that are removed from a property will not only have their access to events and conversation areas revoked, but also their ability to access the property. Any documents, discussions or comments made will remain in the events they were interacting with, but can be deleted by an Administrator if necessary.