The Users section enables you to easily add, manage and delete users. Additionally you have access to a host of other actions, such as sending invitations, resetting passwords and changing domains.
System admins can access Users via the Users section. Navigate to your profile > System admin:
Within the System admin screen, navigate to Users, organisations & groups > Users:
The Users screen details some basic information about the users currently in the system - Name and email, Organisation, Status, Invited date and Last login date:
Adding a new user
To add a new user, within the Users screen, click Add user. The Add new user screen is displayed:
Enter the first name, last name and email address of the the new user. Once the email address is entered, you will have a couple of options:
- An existing Organisation will be displayed if the new user email address domain entered matches the domain of an Organisation already in the system:
- If the new user email address domain is not recognised you will have the following options:
From here, you can either associate the new email address with an existing organisation, a new organisation or add as a new exception domain and associate it with an organisation.
Associating the new domain with an existing organisation will display the following field (where you can search for an existing organisation and select it):
Associating with a new organisation displays the Add new organisation screen (where you can add a new organisation to associate your domain with):
Adding as a new exception domain and associate with an organisation allows you to do both of the above, at once:
If a new domain isn't found, simply click Add. You will receive a confirmation message that the user has been added:
Once the user has been added successfully, you will be able to view them in the User screen:
For more information on sending invitations, resetting passwords and editing users, click the relevant section within our knowledge base.
To learn how to Bulk upload users, click here
Viewing profiles
If you're a system admin then access to user profiles is done within the System admin screen, navigate to Users, organisations & groups > Users and navigate to More actions > View profile:
Non-System admin users can access their profiles via their avatar in the top System bar:
This displays your profile:
Here, you can view a profile summary, or view your full profile by clicking Full profile. This will display additional information such as office location and a map displaying the location, and social and media links.
To edit your profile details, click Edit details:
The Edit profile screen will now be displayed:
Make any changes and click Save to save them. Your profile will now be updated.
Editing a user's permissions
In order to edit a user's permissions, navigate to More actions > Edit permissions:
The Manage permissions screen is displayed:
From this screen, you can manage the user's access to modules, channels and campaigns.
Set system preferences
System preferences determine what a user sees on dashboards configured to respect user system preferences.
To set a user's system preferences, click Set system preferences. The System preferences screen is displayed:
Here you can select also the language of the system* from the following options:
Please note that not all Publisher instances will be using the Language option
You can also determine what content that the user sees on their dashboards configured to respect user system preferences. E.g. If you wanted the user to see all banking news from Africa etc.:
Click Save to save your changes.
Set email preferences
Email preferences detemine the system email alerts that a user will receive.
To set a user's email preferences, navigate to More actions > Set email preferences:
The Email preferences screen is displayed:
Here you can select the frequency for emails:
Additionally, you can select which content the user will receive emails for based on Metadata selections:
Finally, you have the option to set a user's preferences on a per module. Navigate to the Modules section:
Each module available to you will be listed. Here you can select to either Include that module in your email preferences, or add Custom preferences to that module:
If you have selected Custom, an edit button will be displayed:
Click to display the Insights screen:
Here you can set the email preferences for this module.
Cick Save to save all of your changes.
Change domain
To change a user's domain, navigate to More actions > Change domain:
The Change domain screen will be displayed:
Search in the field for an existing domain, or add a new domain:
Click Next. The Confirm screen will be displayed:
Click Move to change the user's domain. You will see a confirmation message if the move was successful.
Add to group
To manage a user's groups, navigate to More actions > Add to group:
The Add user to groups screen is displayed:
If the list is long, you can filter it by searching in the search field, or simply just scroll down on the page.
Select the checkboxes next to the groups you want to add the user to, and click Add. Once the users are successfully added, the following message will be displayed:
Revoke system admin
To revoke a user's system admin status, navigate to More actions > Revoke system admin:
Once you click Revoke system admin, the user's System admin status will be revoked. To reinstate the user's system admin status, click the newly displayed Make system admin that will be display in the More actions menu:
Make key contact
To make a user a key contact, navigate to More actions > Make key contact:
Once the user has successfully been made a key contact, the following message will be displayed:
Key contacts are discussed in more detail here.
To revoke a user's key contact status, navigate to the newly displayed Revoke key contact option in the More actions menu:
Disable
To disable a user, navigate to More actions > Disable:
The user will be disabled, rendering them unable to log in or use their account.
To re-activate a user, navigate to the newly displayed Activate button within More actions:
Additionally, the user's status will change depending on whether they are disabled or active.
Archive
In order to archive a user, navigate to More actions > Archive:
This will archive the user and change their status to archived.
To re-activate a user, navigate to Activate within the More actions menu, as shown above.
Proxy login
The Proxy login option enables you to view the system through the eyes of a specific user. So if they are part of a certain group, you can click proxy login and view exactly what they can see, and you can also commit actions as they would to. To proxy login as another user, navigate to More actions > Proxy login:
You will now be able to see what they see!
Please note that if you Proxy Login as a user then their Last Login date will be updated in accordance with that Proxy Login
