User Management

This is where you will find a complete list of every user on your site: their name, team, when they were created, when they last accessed your site, and their status, be it active or blocked.

It’s where webmasters can add, edit, or delete users. They can also perform other operations on multiple users, such as; search for users by name, team, role, and status; select those whose status you want to change; anonymise users; block users; delegate roles; move teams; reassign content; or send an email.

 

Using User Management

As a webmaster…

1. Go to Administration

2. Locate and select ’User Management’

 

Adding a new user

To add a new user, select the ‘Add user’ button, and complete the details below:

  • Username
  • Email address
  • Password
  • Status
  • Notify user of new account
  • Roles

 

Filtering and searching

Find users by filtering and searching for users based on the following criteria:

  • Username
  • Team
  • Role
  • Mobile number
  • Anonymised, i.e. Only display users who have been anonymised because of GDPR

 

Performing an action

1. Select the appropriate user by selecting the  checkbox

Please note: An action can be performed on one user at one time only

2. Select an ‘operation’ from the dropdown menu

You can…

  • Anonymise user: Remove all identifiable information and reassign their content, if required
  • Block user: Sets their status to ‘Blocked’ so they can no longer be found or log in to your site
  • Delegate roles: Apply a role or roles to users
  • Delete user: Delete the user altogether and reassign their content, if required
  • Move team: Miove the user to another team
  • Reassign content: Reassign content from one user to another
  • Send welcome email: Send a welcome email to a user
  • Send an email: Send an email to the email addresses associated with the users’ accounts

3. Select ‘Next’

 

The columns in the User Management table

Note, the created date column, last accessed column and status column are sortable.

  • Checkbox: Allows you to select a user, multiple users, or all users
  • Username: Displays the name of the user and their role or roles
  • Team: Displays the team or teams the user is in
  • Mobile number: Displays the users contact number 
  • Created: The date the user was created
  • Last accessed: The date the user last accessed the site
  • Status: The status of the user, which can be ‘Active’ or ‘Blocked’