Managing User Accounts

Getting Started

• To get started, navigate to System Setup > Users > Manage

Searching for Users

• Under the Manage tab, you can search for users by typing in their user name or email address.
• Once you find the user, click on their name in the drop-down menu and click Select

• From this page, you can view the user profile, block/delete the user, give discretionary points, and reset their password.

Updating User Profile

• To update the user profile, click Show Details next to their user name.
• You can update all the user profile fields within the text boxes.

Deactivate Users

• To block a user, select Deactivate User
• Note: A deactivated user will not be able to access the system. Users' votes, ideas, and comments will remain intact if they are deactivated. 
• You can view a list of all blocked users by navigating to System Setup > Users > Deactivated Users

• To reactivate a user, selected Reactivate User on the user management page.

Delete Users

• You can delete a user by selecting Delete User.
• Check the confirmation box to activate the Delete User button, then select Delete User.
• Deleted users cannot be restored. All associated ideas/votes/comments will be deleted!

Reset a User's Password

• If a user is having trouble logging into the system, you can reset their password.
• Select Reset Password to send an email to the user with instructions to reset their password.

Create a New User Account

• On the user management page you have the option of creating new accounts
  • Click "Create" to finish
• Click on "New Account" you will be asked to provide a Login Name and Email 

Create a New Admin

• User management also involves setting Enterprise and Site/Pipeline administrators
• Navigate to Enterprise Setup > Users > Administrators 

• Under "System Administrators" search for the appropriate user and click "Add Administrator"
  • To delete an administrator click on the red "X" next to the appropriate user name.  
• The user will have full administrator privileges in the entire Enterprise (all Sites/Challenges)

• To add a Site/Pipeline administrator navigate to Site Setup > Users > Administrators
• Search for the user under "Site/Pipeline Administrators" and click "Add Administrator"
• The user will now have administrator privileges to this Site 

Configure User Groups

• Another part of user management is setting up user groups
• You have the ability to create, modify and delete user groups
• To do this navigate to Enterprise Setup > Users > Groups

• You can either search for an existing group or create a new one
  • You also have the option of displaying all groups by clicking on "Show All Groups"
• To search for an existing group enter the group name into the search box
• To create a new group enter the group name and click on "Create Group"

• Once the a group is located/created you can manage the users within that group
  • If you want to delete a user from a group select the red "X" next to their user name
• To add a new user search for the User Name or Email in the search field then select "Add Member"

• After finishing setting up the group the next step is to assign that group to a Site
  • Select the Site from the drop-down menu
• To do this Navigate to Enterprise Setup > Sites > Manage Sites

• Once you select the Site search for the group name on the left, select the group name and move it to the right box via the double arrow
• Don't forget to save changes
• The Site will now be group restricted to only the users in that particular group