Manage users
The administrator of a team can manage the users of the team. As the platform administrator, you can manage all users.
- In the menu visit 'Admin' and click 'Users'.
You'll see an overview of all users on the platform.
Modify users
- Click on the name of the user.
- You can now modify the details of this user:
- The role is the role on the platform. A user can either be 'Administrator' or 'Participant'.
- Create a link which the user can use to set a new password. You can use this when the user doesn't receive the mail of the 'Forgot password' functionality.
- Modify access to the teams.
- You can add the user to all teams at once. However, we advice to use user groups instead.
Read the article: Overview of roles and permissions
Read the article: User Groups
Add a new user
- At the top, click 'Add'.
- Fill in the details of the user.
- Select the platform wide role: 'Administrator' or 'Participant".
- Add the user to one or more teams.
- Optionally, add the user to one or more user groups.
- Click 'Save' to add the user. The user will receive an email with detailed instructions on how to sign in and set a password.
User export and import
Export
- Click the 'Export' button to export all uses to an Excel file.
Import
- Click the 'Import' button to add multiple users at once. This is done using an Excel file with the following columns: Name, Organisation, Email, Role in platform, Name of group 1, Role in grope 1, Name of group 2, Role in group 2, etc.
After the import you'll have to send the login instructions.
- Select the users one by one or use the checkbox in front of 'Name'.
- Choose 'Edit selected items' and click on 'Send login instructions'
Watch out: the mail will also be sent to users that have previously received login instructions, so unselect them.