The Users List is where you manage your account permissions, user Profiles, and Team assignments for your organization's staff members. The page has three lists, Logins, Profiles, and Teams, where you can perform a variety of administrative actions (e.g., create Teams, assign permissions) to manage your staff's user accounts.

To manage your organization's user accounts:

1. Access the Admin interface.
2. Navigate to Settings > Users.

TIP: On list pages, click a column header to sort on that column; click again to reverse the sort order. Click the columns count below the list to add and remove columns in the current view.

The Logins list displays all the users in your organization. If not already on this list, click the down arrow to the right of the page title and select Logins to view it.

Preview Panel

To perform any actions on a user, you need to first select them in the list. Two things happen when you do: the Preview Panel expands and the Permissions and Enterprise buttons above the list become enabled. Click the user record again to deselect it.

In the Preview Panel, you can see the user's email address, and view and edit their first and last names (editable items are indicated by a dashed underline). You can also assign a Permissions Profile from the menu and check or uncheck the Administrator box to grant/remove those privileges.

NOTE: If the user has been assigned to a Profile, you cannot change the Administrator setting.

NOTE: The Cancel and Save buttons will appear at the bottom of the Preview Panel only if you make changes in the panel.

TIP: Navigate to Settings > Permissions > Admin Users for a list of all users with Admin privileges in your organization.

Manage Permissions

1. Select a login and click Permissions.

2. The available permissions are grouped by category. Click a group to expand it and view its options (more than 100 permissions are available, so you may need to drill down multiple levels to find the permission you're looking for).

See the Permission Categories section of the User Permissions article for descriptions of each permission.

3. Check/uncheck boxes to grant/remove a permission OR click a setting with a dashed underline (_ _ _) and select a different value.

4. Click Save to apply your changes to the user's login.

Manage Enterprise assignments

The Enterprise feature allows you to easily share assets between members of your account. Each asset (e.g., messages, groups, and campaigns) is "owned" by the individual who created it. However, you can use shared logins and Teams to enable users to share and collaborate on these assets with one another.

To manage a user's Enterprise assignments:

1. Select a login in the list and click Enterprise.

2. In the dialog, click the hyperlinks (# login and # team) to access the Shared logins and Select teams dialogs.

• In the Shared logins dialog, check the boxes to enable this user to collaborate on the selected users' assets. Click Select to save your changes and close the dialog.
• In the Select teams dialog, check the boxes for the Teams you want the user to be part of. After being assigned to a Team, a user's assets become visible to and usable by the other members of that Team. Additionally, those other Team members can also collaborate on those assets. Click Select to save your changes and close the dialog.

3. After making your selections, click Assign to apply your selections.

Confirm your selections

After saving your selections, you should confirm them to ensure the applicable user has access to the assets they're supposed to. To confirm your:

• Shared Logins Selection, select the user and click Enterprise. In the dialog, click the # logins link. In the Select shared logins dialog, click View selected (in the right pane) and verify the logins you gave them access to are listed.
• Team Selection, click the down arrow to the right of the page title and select Teams. Select the Team and click Edit. In the dialog, click the # logins link. In the Select Logins dialog, click View selected (in the right pane) and verify the Teams you added them to are listed.

Manage Logins

To view the Logins List, click the down arrow to the right of the page title and select Logins.

Create a Login

1. Click the plus sign to the right of the page title.

2. Specify the following required fields:

• The user's Email Address
• A unique User Name (can contain letters, numerals, and/or special characters)
• The user's First and Last Names

3. Optionally, check the boxes to grant the user Administrator permissions and/or Access to Campaigns.
4. Scroll to the bottom and click Create.
5. Review the Logins list to ensure the user login has been added.

NOTE: Users who are not granted Administrator permissions can still perform a limited number of administrator tasks.

Notifications

IMPORTANT: An admin must communicate to each new user what their User Name is. Users will need this when they log in to set their password.

A "Higher Logic Real Magnet Password Setup" email message will be automatically sent to the user at the specified email address.

A link in the message will direct the user to a set-password screen. Here, the user can set their own private password.

Disable a Login

Admin users can disable a login. When a login is disabled, it is permanently removed from this list.

WARNING: Do NOT disable your own login, not even in a "test" scenario.

To disable a login:

WARNING: This action is irreversible; disabled logins cannot be re-enabled.

1. Select a login and click Disable Login at the top right.
2. Click Yes in the dialog to confirm the action.

The user login will be removed from the Login list.

NOTE: If you accidentally disable a login, create a case and request assistance from Customer Support.

Reset a Password

Admin users can prompt users to reset their passwords.

To initiate a password reset:

1. Select a login and click Reset Password at the top right.
2. Click Send in the dialog to confirm the action.

A "reset password" email message will be automatically sent to the user at the specified email address.

A link in the message will direct the user to a reset-password screen. Here, the user must create a new password.

Manage Profiles

Permissions Profiles enable you to build a set of predefined permissions and then assign that batch of permissions to users, rather than having to individually assign permissions to multiple users. This makes it easier to manage varying levels of administrative access, and individual users and permissions can easily be added and removed.

To view the Profiles List, click the down arrow to the right of the page title and select Profiles.

Create a Profile

1. Click the plus sign to the right of the page title.

2. Specify a name for the Profile.
3. Review the view/edit permissions information and check the Permission to View/Edit Logins box if you want to enable those permissions.
4. Click Create to add the Profile to the list.
5. You'll now need to assign the permissions you want users given this Profile to have.

1. Click a group to expand it and access its options (more than 100 permissions are available, so you may need to drill down multiple levels to find the permission you're looking for).
2. Check/uncheck boxes to grant/remove a permission OR click a setting with a dashed underline (_ _ _) and select a different value.

6. Click Save to apply your changes.

Edit a Profile

1. Select a Profile and click Edit.
2. Click a group to expand it and access its options (more than 100 permissions are available, so you may need to drill down multiple levels to find the permission you're looking for). Check/uncheck boxes to grant/remove a permission OR click a setting with a dashed underline (_ _ _) and select a different value

3. After making your changes, click Save to update the Profile.

Rename a Profile

1. Select a Profile and click Rename.
2. Specify a new name for the Profile and click Rename to confirm the action.

Manage a Profile's users

1. Select a Profile and click Members.
2. In the dialog, click the # login link.

3. Check/uncheck the boxes to assign/remove users to/from this Profile.

TIP: By default, only 15 users are shown per page. Click the page numbers at the bottom right to view additional pages. You can also click the magnifying glass at the top right to expand a search field enabling you to easily find specific users.

4. Scroll to the bottom and click Select.
5. Click Assign in the dialog to confirm the action.

Delete a Profile

1. Select a Profile and click Delete. The number of logins assigned to it are shown in the resulting dialog.
2. Click Delete to confirm the action.

NOTE: Any users who were assigned to a deleted Profile will retain its permissions. Deleting a Profile only prevents it from being assigned to additional users.

Manage Teams

Teams make it easier for you to simultaneously apply an action or a policy to multiple users who have been grouped into a Team due to a commonality, such as being in the same department or in the same office.

To view the Teams List, click the down arrow to the right of the page title and select Teams.

Create a Team

1. Click the plus sign to the right of the page title.

2. Specify a name for the Team.
3. If you want to add users to the Team now, click the # logins link. Check/uncheck the boxes to add/remove users to/from this Team.

TIP: By default, only 15 users are shown per page. Click the page numbers at the bottom right to view additional pages. You can also click the magnifying glass at the top right to expand a search field enabling you to easily find specific users.

4. Scroll to the bottom and click Select.
5. Click Save to create the Team.

Edit a Team

1. Select a Team and click Edit at the top right.

2. In the dialog, you can:

• Change the name of the Team.
• Click the # logins link to add/remove users to/from the Team. Check/uncheck the boxes to add/remove users to/from this Team.

TIP: By default, only 15 users are shown per page. Click the page numbers at the bottom right to view additional pages. You can also click the magnifying glass at the top right to expand a search field enabling you to easily find specific users.

3. Click Save to apply your changes.

Delete a Team

1. Select a Team and click Delete at the top right.
2. Click Delete in the dialog to confirm the action.

Search user accounts

Here at the top right, you can use the search feature to quickly find specific user accounts:

1. Click the magnifying glass icon to expand a search field.
2. Enter alphanumeric and/or special characters to query the email and name fields of all records.

The list will automatically update with each typed character and display all records (visible and hidden) that contain a match. Click the X to clear the search field to restore the original list.

NOTE: The searchable fields will depend on which list page (Logins, Profiles, or Teams) you're on.