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
• Onboarding via Self-Signup with Company Email Address
• Onboarding with an Access Code

CSV Import & Sync

• User Import via CSV File
• Setting up the CSV File
• Uploading the CSV File
• Offboarding a User via CSV Synchronization
• CSV File Examples

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

See all 8 articles

User Groups

• Types of User Groups
• Creating an Open Group
• Creating an Internal Group
• Adding an Administrator to a User Group
• Managing Users in an Open Group Manually
• Managing Users in an Internal Group Manually

See all 7 articles

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?