DA usermanagement
This guides describes the following options:
Create user and assign to groups or roles
User Export option (All users / Active users)
User Pool View split (Default Active Users / All users)
Deactivate and remove deactivated users from Pool (cannot be undone!)
Assign roles to multiple users
Overwrite existing roles or
add roles to selected users
Edit user in new tab/window (right mouse click)
Create / edit user
Easy user creation process - manage new users in few steps with minimum required data
Picture 1:
username, first and last name
only if modules GOALS and Leadership are in use; add organization data
Picture 2
add/remove user to group(s) - based on group attributes (limited access)
Picture 3
add/remove roles to user (full module permission)
save new user,
new user: Account activation mail is automatically sent and
user is shown in pool after is page reloadreset password for active users next to name possible (user can reset password on Login page as well)
Additional user pool actions
User Pool:
Activate / deactivate users immediately
Remove inactive users from pool (cannot be undone)
Assign Rol(e) to selected users (Mass assignment)
Assign roles for selected users
Company admin has the option either to overwrite existing roles or add more to available roles for selected users at the same time (mass change).
Select more than one user (will be listed at the beginning of list then)
click to assign roles
select required possible roles and move to current roles and decide to
overwrite all available roes for selected users or
keep current and add new roles to users available roles