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Settings - Users

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Assessed via the Settings menu which is available by clicking on the icon (  ) located in the the top-right of the application.

Users

What are 'Users' ?

How to add a User

What does it mean to be an Administrator

How to update a User

How to remove a User

User Logo

Updating a user logo


What are 'Users' ?

These are the individuals that make use of the application as part of their work function.  This function can be anything from full interaction with social users via the application inbox, to casual statistical review via the application metrics, or somewhere in-between. These specific needs are met by the setting up of roles, which are allocated to each user.  To enrich the application experience, user name, email and profile picture can also be provided.

See also : Overview of Roles


How to add a User

  1. Select the Users option from the Settings menu.
  2. Click on the Add User button located at the bottom of the Users page. An entry form is displayed to the right of the list ready for information entry.
  3. Enter a valid email address for the user.  This is a mandatory requirement as this is used in case the password has been forgotten and needs to be resent.
  4. Enter the Forename and Surname of the user,
  5. Using the on/off slider indicate if this user is an Administrator.
  6. Using the on/off slider indicate if this user currently active.  This feature allows the ability to disable a user login temporary if required (e.g. Long term illness).
  7. Use the check-boxes to indicate to which workspaces the user has access rights to.
  8. For the active workspaces select the role for the user.
  9. Update the User Logo as required.
  10. Click on the Save button to confirm.

The application stores the information and adds the role to the displayed list.


What does it mean to be an Administrator

To be an administrator means that the user has access to all the options that within the Global Settings section of the Settings Menu.  These options include Company Profile, Users and Workspaces.


How to update a User

  1. Select the Users option from the Settings menu.
  2. Select the user to be amended from the list of available users. The details of the selected user will be displayed to the right of the list.
  3. Amend the user details and User Logo as required.
  4. Click on the Save button to confirm.

The application stores the updated information, including the information displayed in the list of users.


How to remove a User

  1. Select the Users option from the Settings menu.
  2. Select the user to be removed from the list of available users.  The details of the selected user will be displayed to the right of the list.
  3. Click Remove.
  4. Double check that the correct user is selected and then click to confirm the removal.  

The application removes the user and the displayed is updated.


User Logo

This is an image that is representative of the selected user, which is displayed within the application as an aid to user recognition.  This can be uploaded via a supplied file into the application ( See Supported Formats ).


Updating a user logo

  1. Select the Users option from the Settings menu.
  2. Select the user to be amended from the list of available users. The details of the selected user will be displayed to the right of the list.
  3. Click the Browse button
  4. Select the file containing the user image to be uploaded. A preview of the image is displayed.  If the image is too big, then a frame is displayed allowing for a section of the image to be selected.
  5. Click Save to confirm.

The application stores the updated image and the display is updated.

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