Welcome, Site Administrators! This self-guided training pathway will empower you with the skills to efficiently manage your tasks and responsibilities as a Site Administrator.
This course will guide you through the Manage Users and Groups dashboard, a powerful tool for overseeing your team's access and collaboration. You'll learn how to:
- Add new users to your site, giving them access to the platform, analytics, and all the tools covered in our basic training.
- Remove users from your site to easily revoke their access.
By the end of this course, you'll be able to efficiently manage your site's users and ensure everyone has the right access and tools!
Adding Users to Your Staff Site
Adding users to your staff site gives them access to all the extra tools and resources available. To add one, follow this process:
Step 1: Make sure you are signed into your account. Click on "Site tools" and then select "Manage Users and Groups. This will take you to the User and Group dashboard.
You'll see two main sections in this dashboard:
Within the users dashboard, you'll be able to see all the users you've added, their account email addresses, and whether they've activated their accounts yet.
Step 2: To add someone new, click the plus (+) symbol in the toolbar at the top of the page.
Step 3: Fill in the user's first name, last name, and the email address they'll use for the site.
If you have already created a group, you can add them to that group here.
Step 4: Click "Save." This immediately gives the user access to the site, and they'll now appear in your user dashboard.
When you add an authorized user to your staff site, you also give them access to the Program Manager tool. This powerful tool lets them make real-time additions and edits to programs directly on the platform.
User Account Activation Email
Once added, a new user will get an email with a link to verify their account and set up their password. They'll show as "inactive" in your dashboard until they click this link and activate their account.
Ready to add a new user to your site? Watch this video to see how!
💡Tips
- If the user doesn't activate the account within 24 hours, they will need to reset their password to gain access.
- If a user says they haven't received an email, have them check their spam or junk folder first.
Adding Multiple Users at the Same Time
You can add multiple users to your site by assigning them to an existing group. To edit a group, simply click on its name in the group dashboard. A side panel will pop up with the group's information; click the pencil icon at the top to make your changes.
To add users, put their email address in the text box. You can add more than one user at a time, separating them by commas.
Ready to add multiple users inside of a Group? Watch the video below to see how.
Adding Multiple Users from the User Dashboard
You can add multiple users to a group at the same time directly from the User Dashboard.
First, find the users you want to add and select the checkbox next to each of their names. Once you've selected all the users, click the clipboard icon in the toolbar.
A menu will then appear. From here, choose the group you want to add the users to, and then click Save.
Ready to add multiple users inside the Users dashboard? Watch the video below to see how.
Removing User Access From Your Site
To remove a single user, a Site Administrator can navigate to the User Dashboard. From there, highlight the user you want to remove and click the pencil edit icon.
This action will open the user's form. In the top right corner of the form, you will find a trash can icon.
Click this icon to choose your deactivation options. From here, you can lock and deactivate their account, which keeps their past activity accessible to you while removing their access.
Next Section
Now that you have learned how to add users to your site, we will talk about how to create groups within those users, assign a group manager, and give analytic reporting access. Click on Creating and Managing Groups to continue with this self guided learning course.