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Users

Users represent individual people, typically members of your organization, who need access to the platform. Each user can be assigned to multiple groups based on organizational needs.

User information is managed in the Users page of the Admin Console; this is the first item in the left-side navigation panel.

Create a user​

  1. Click Create New User.

  2. Enter the User ID; this is typically their email address.

  3. Enter the user's First Name and Last Name.

  4. (Optional) Add the user to specific groups:

    1. Click Manage Groups. The Manage Groups view opens.

    2. In the search field, start typing a group name to find it.

    3. Check the box next to any group you want to add the user to. A user can belong to multiple groups.

  5. Click Create User to save the new user's information.

If any mandatory fields are missing or invalid, an error message prompts you to supply or correct the information before saving.

Edit user info​

  1. In the Users page, locate the user whose information you want to edit. You can use the search field to filter the list of users.

  2. Click the Action ⋮ menu on the right end of the user's row.

  3. Select Edit User Info. The Edit User Info dialog opens.

  4. Update the user’s information.

  5. Click Save Changes.

Manage a user's groups​

Groups are used to define access to content. If you change a user's group membership, this could affect the user's access.

  1. In the Users page, locate the user whose information you want to edit. You can use the search field to filter the list of users.

  2. Click the Action ⋮ menu on the right end of the user's row.

  3. Select Manage Groups. The Manage Groups dialog opens.

  4. (Optional) Use the search bar to find the group or groups you want to modify.

  5. To add a user to a group, select the checkbox by the group's name.

  6. To remove a user from a group, clear the checkbox by the group's name.

  7. Click Apply to apply the changes.

Delete a user​

When you delete a user, that user is permanently removed from the platform, along with any group memberships and custom settings associated with them. All access and permissions associated with the user are revoked immediately upon deletion.

  1. In the Users page, locate the user you want to delete. You can use the search field to filter the list of users.

  2. Click the Action ⋮ menu on the right end of the user's row.

  3. Select Delete from the menu. A confirmation dialog opens.

  4. If you are sure you want to delete the user, click Delete. Otherwise, click Cancel to avoid deleting the user.

Delete multiple users​

  1. In the Users page, locate the users you want to delete. You can use the search field to filter the list of users.

  2. Select the checkbox next to each user's name. Be sure that you have selected the checkboxes for only the users you want to delete, and no others.

  3. Click Delete. A confirmation dialog opens.

  4. If you are sure you want to delete the selected users, click Delete. Otherwise, click Cancel to avoid deleting the users.

Import user data​

You can import data to perform multiple operations on multiple users at one time. You can add, remove (delete) or update user information. The data must be in a text file of comma-separated values (CSV).

All changes made through the import process are applied immediately, and there is no automated way to undo them. However, if you are aware of the changes made, you can manually reverse or correct them through the Admin Console by making new updates (such as re-adding, removing, or modifying users).

  1. Prepare the CSV file: The CSV file must follow the following format:

    • Action: The action to take (add-user, remove-user, update).

    • Username: The user's email address or unique username.

    • First Name: The user's first name (only required for add-user and update actions).

    • Last Name: The user's last name (only required for add-user and update actions).

    Example CSV content:

    update,username,firstName,lastName add-user,u1@email.com,u1first,u1last
    remove-user,u2@email.com,,
    remove-user,u3@email.com,,
    add-user,u4@email.com,u4first,u4last add-user,u1@email.com,u1first changed,u1last changed

  2. In the Users page, click Import Users. The Import Users dialog opens.

  3. Upload the CSV file. You can drag and drop the file into the upload area, or click Browse Files to open a file selection dialog. The name of the uploaded file appears inside the dialog.

  4. If the CSV file contains a header row (as shown in the example content), select the Ignore first or header row in the CSV file checkbox.

  5. Click Submit to import the data and perform the operations. The system adds, updates, or removes the users as specified in the file.

If the first line of the file cannot be processed, a warning message is displayed:

The first line is invalid. If this is a header row, please enable 'Ignore first or header row in the CSV file.'

Double-check the contents of the file, and be sure that you select the checkbox if applicable.

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