Managing user accounts in Enterprise / Site Setup

Getting Started

• To begin navigate to Enterprise 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 on "Select"

• Once you locate the appropriate user account you have several options to manage it
• 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.
• Don't forget to save changes when finished!

Block or Unblock Users

• To block the user clock on the "Block User" button
• A blocked user will not be able to access the system.
• Please note: If a user is blocked their statistics such as votes, ideas, and comments will remain intact. 

• You can view a list of all blocked users by navigating to Setup > Users > Blocked Users

• To unblock a blocked user click on "Unblock User" on the user management page.
• The user will now be able to fully participate in the system.

Delete User

• You can delete a user by clicking "Delete User"
• Click "yes" when prompted on the confirmation message 
• Important Note: 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.
• Click on "Reset Password" and an email will be sent to the user with instructions on how they can reset their password.

Create a New User Account

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

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"
• The user will have full administrator privileges in the entire Enterprise (all Sites/Challenges)
• To delete an administrator click on the red "X" next to the appropriate user name.  

• 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
• To search for an existing group enter the group name into the search box
• You also have the option of displaying all groups by clicking on "Show All Groups"
• 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
• To add a new user search for the User Name or Email in the search field then select "Add Member"
• If you want to delete a user from a group select the red "X" next to their user name

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

• 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