Users

Accessing User Management

To manage users, navigate to the "Users" section under the "Admin" category in the left sidebar. This section allows administrators to oversee user profiles, roles, and statuses within the community.

User List Overview

  • User Profiles: View a comprehensive list of all users, including their first and last names, email addresses, and status details such as role and activity.

  • Search and Filter: Use the search function to quickly find specific users. Filters can help refine the list based on criteria like status or role.

User Actions

  • Create New User: Add individual users directly by entering their details, including name and email.

  • Import Users: Use the "Import from CSV" feature to bulk upload users, streamlining the onboarding process for larger groups.

  • Delete Users: Remove users as needed, ensuring the community list remains current and relevant.

Status Management

  • Set Active/Inactive Status: Change user statuses to active or inactive based on participation levels or current standing with the community.

  • Role Assignment: Modify user roles to align with their responsibilities or contributions within the community.

Additional Features

  • Reintake Status: Set or update reintake statuses to track user engagement and compliance with community requirements.

  • Affiliation Settings: Adjust users' active affiliations, reflecting any changes in their professional relationships within the community.

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