User Management

User Onboarding - Getting Users Ready to Log In

• Choose an Onboarding Method
• Onboarding with Email & Password
• Onboarding with Username & Password
• Onboarding with SSO
• User Management Using SCIM 2.0
• Onboarding via Self-Signup with Company Email Address

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Identity and Access Management

• Accessing the User Changelog
• Identifiers for Your Users in the Staffbase Platform
• Setting the Identifier for a Single User

CSV Import & Sync

• User Management via CSV Import
• Setting up the CSV File
• Uploading the CSV File
• Offboarding a User via CSV Synchronization
• CSV File Examples
• Overview of Partial CSV Import

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Account Recovery

• Choose an Account Recovery Method
• Setting a Permanent Recovery Code with a User Data Import
• Manually Setting a Permanent Recovery Code
• Starting the Account Recovery For a User

User Rights and Roles

• User Rights and Roles
• Roles for Adding and Managing News
• Roles for Pages and Other Plugins
• Roles for Creating and Managing Chat Conversations
• Roles for Administrative Tasks
• Giving a User Content-Specific Rights

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User Groups

• Types of User Groups
• Creating an Open Group
• Creating an Internal Group
• Adding an Administrator to a User Group
• Setting Up Multi-Language Group Names
• Managing Users in an Open Group Manually

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Conditional Group Management

• Enabling Tagging for a Profile Field for Conditional Group Assignment
• Assigning Members to Conditional Groups via CSV Import
• Setting Up Tags for Conditional Groups
• Deleting Tags from Conditional Groups
• Example of Conditional Group Management via CSV

Mandatory Group Management

• Creating a Group Identifier for Mandatory Group Assignment
• Adding Mandatory Members to an Open Group via CSV
• Example of Mandatory Group Management via CSV

Employee Directory Setup

• Configuring Profile Field Visibility in User Profiles
• Configuring a Filter in the Employee Directory
• Configuring a Searchable Profile Field
• Configuring Profile Field Visibility in the Employee Directory

Manual User Management

• Manually Inviting Users to the App via Email
• Adding Users Manually Via Username and Password
• Adding Users Manually via Access Code
• Printing and Distributing User Credentials
• What Happens When I Delete a User?

Automatic User Management

• Overview of Automatic User Management
• Automating User Management Via CSV Import
• Configuring SCIM Attribute for a Custom Profile Field