User settings

Learn more about ‘User settings‘ in ‘Adminstration‘

User management

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration’ screen 
3. Select the ‘User Settings‘ dropdown
4. Select the ‘User management’ tab. 
5. Here you can ‘Add’, ‘Edit’ and ‘Delete’ users on your intranet
6. To ‘Invite’ a new user(s) to the intranet:
   1. Select the “Invite New User” button
   2. Input their email address
   3. Select “Enter”
   4. Select the button labelled “Send Invites” – new users will receive a welcome email and a link to join the intranet

      

      Invite new users

       

7. To ‘Edit’ a user:
   1. Locate them via the table or type in their username using the “Search Bar” and select “Search”
   2. When using the ‘Search‘ functionality you can quickly search by ‘Roles‘, ‘Anonymised user‘ & ‘Blocked user‘ 
   3. Once you have located the user select their ‘Name‘ you will be redirected to their ‘Profile‘ and you can edit their details
   4. Select “Save”
      

      User Settings – User Management – Search

       

8. To ‘Delete’ a user:
   1. Locate them via the table or type in their username using the “Search Bar” and select “Search”
   2. Once you have located the user(s) select the ‘Checkbox‘ next to their name
   3. Select the ‘Delete‘ button
9. In order to complete bulk actions:
   1. Select the ‘Checkbox‘ next to the user(s) name
   2. Select the ‘Bulk Actions‘ button
   3. Select your ‘Chosen‘ action
   4. Select ‘apply‘
      

      User Settings – User Management

       

Menu item membership

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration’ screen 
3. Select the ‘User Settings‘ dropdown
4. Select the ‘Menu Item Membership’ tab
5. Here you will be presented with the ‘Menu Item Membership‘ screen
6. Use the ‘Search bar‘ to be able to search via ‘Username‘ or ‘Menu Item‘
7. Filter via ‘User type‘
8. Here you will be able to see all the ‘Menu items‘ that the ‘User‘ has access to 
9. Select the ‘Username‘ to be relocated to their ‘profile‘
10. Select the ‘Menu item‘ to be relocated to that ‘Menu item‘ on the intranet.

External user access

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration’ screen 
3. Select the ‘User Settings‘ dropdown
4. Select the ‘External User Access’ tab. 
5. Select what ‘Apps‘ and ‘Directories‘ external users have access to
6. Select ‘Save‘

Welcome email template

Steps

1. Navigate to the ‘Workbar’ and select the cog icon (Administration) 
2. You will be directed to the ‘Administration’ screen 
3. Select the ‘User Settings‘ dropdown
4. Select the ‘Welcome Email Template’ tab. 
5. You will be redirected to the ‘Welcome Email Template‘ screen
6. Input the ‘Subject‘ of the email
7. Choose to upload the ‘banner image‘ to the email if you would like
8. Input the ‘Contents‘ of what you would like to be included in the ‘Email‘
9. Choose to add any ‘Tokens‘ to the ‘Email‘
10. Input the ‘Button text‘ you would like to display and add the ‘URL‘ for the button
11. Choose to send a ‘Test email‘ if you would like to
12. Select ‘Save‘
    

    Welcome Email Template