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  • Home
  • Products
    • App/Intranet
    • Staffbase Email
  • What’s New
    • Minor Updates
    • Quarterly Releases
    • API Updates
  • Submit a request
  • Sign in

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  2. User Management

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    User Management

    Manage users efficiently by configuring sign-in methods, profile fields, groups, and automation to keep your platform secure and organized. Streamline onboarding, access, and permissions with user import and sync tools for a seamless experience.

    Account Recovery

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

    Automatic User Management

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

    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

    CSV Files

    • Importing and Syncing User Data via CSV Files
    • [New] Manual User Management via CSV Import
    • User Management via CSV Import
    • Setting up the CSV File
    • User Import and Sync Using CSV Files
    • Setting up the CSV File for the [New] CSV Import
    See all 14 articles

    Identity and Access Management

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

    Sign-In & Sign-Out

    • Signing in to Google Account From Your App or Intranet
    • Signing in to Microsoft 365 from Your App or Intranet
    • How Do I Reset My Password?
    • I am Trying to Reset My Password, but I Have Not Received an Email with a Recovery Code
    • Changing Your Password
    • I Don't Know My Recovery Code
    See all 7 articles

    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

    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?

    Staffbase Email with CSV Files

    • Setting up the CSV File for the [New] CSV Import
    • CSV File Example for Staffbase Email
    • Uploading a CSV File
    • Configuring a CSV Import in Staffbase Email
    • Reviewing the CSV Import
    • Importing a CSV file
    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
    • Setting Up Multi-Language Group Names
    • Managing Users in an Open Group Manually
    See all 8 articles

    User Profile

    • Overview of the User Profile
    • Editing Your Profile
    • Recommended Size for User Profile Pictures
    • Adding an Image to Your Profile
    • Overview of the Org Chart
    • Viewing the Org Chart on the User Profile
    See all 7 articles

    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
    • Roles for Using Collections
    See all 10 articles

    User Onboarding

    • Creating Users
    • Overview of Setting Up the User Base
    • Choose an Onboarding Method
    • Onboarding with Email & Password
    • Onboarding with Username & Password
    • Onboarding with SSO
    See all 8 articles

    (Legacy) CSV Import & Sync

    • Uploading the CSV File
    • Offboarding a User via CSV Synchronization
    • Overview of Partial CSV Import
    • Creating a Partial CSV Tag
    • Performing a Partial CSV Import
  • Getting Started
    • Product Orientation
    • Platform Setup
    • Content Management
    • User Management
    • Staffbase Email Only Setup
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  • Getting Started
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    • User Management
    • Staffbase Email Only Setup
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