In the Admin interface, you can use the Users List to manage your user records.

IMPORTANT: Managing user records on this list page is meant for customers who are not integrated with an AMS/CRM; integration customers should manage their user records in that system.

To manage user records in your account:

1. In the Admin Toolbar, click Admin.

2. Navigate to Users > List.

You are on the Users: Enabled list page. Refer to Manage users by status, below, for information on the Deactivated, Pending Approval, and Rejected lists, which are accessible from the dropdown list.

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.

Add a user record

NOTE: You should add user records this way only if specifically directed to do so by Higher Logic staff and as dictated by your site's implementation directions. If your organization's member records are managed in an AMS/CRM, add users to your Higher Logic account by synchronizing it with your AMS/CRM database.

To add a user record:

1. Click the plus sign to the right of the page title.
2. On the Add Manually tab of the dialog:

1. Enter the user's First Name, Last Name, Job Title, and Email Address (these fields are required); add any other optional personal information.
2. Assign one or more Security Groups to control the user's level of access across your site.
3. You can also check the box at the bottom of the dialog to send an email with a link to create a password to the user.
4. Click Save.

The user record displays in the list. Repeat these steps if you want to add more user records.

The Upload Users tab, which allows for a "bulk" upload of user records via a spreadsheet, is described in Add Users.

Search & filter

Here at the top right, you can use the search and filter options to quickly find user records.

• Click the magnifying glass icon to expand a search field, allowing you to find users by first/last name, email address, and company affiliation. The list automatically updates with each typed character and displays all records (visible and hidden) that contain a match. Click the X to clear the search field and restore the original list.
• Click the filter icon to access filters that you can apply to refine the list. Filters include Company, Security Group, Admin Roles, and Moderation Status.
  • If the filter icon is solid orange (i.e., filled in), the displaying list is refined by an active filter. Click the filter icon and click Clear Filter and then Apply to restore the original list.

Management actions

Select a user to view additional details about them in the Preview Panel. A breakdown of their associated admin roles and security group(s) is provided at the bottom.

In addition, click the More menu above the list to:

• Send them a password reset email to any of their email addresses.
• Move the user to a different company.
• Deactivate this user's record to prevent the user from logging in to the site until their record is reactivated by a Super Admin. Super Admins can deactivate user records in a Higher Logic-managed community without affecting their status in your database (if applicable).
  To re-activate a user, click the down arrow to the right of the page title and choose Deactivated. Select a user and click Enable.
• Moderate the user, meaning all of their discussion posts, blog posts, ideation posts, and library entries require admin approval before appearing in your site. If a user is moderated, this option becomes Remove Moderation. See Moderate Users.

TIP: The Moderation column is hidden by default. Scroll to the bottom of the page, click the columns link under the list, and check the Moderation box. This column will now display so that you can see who among your users is moderated.

• Click Delete to navigate to the Manage Compliance page, where you can manage this, and other users', personal data to satisfy compliance regulations. See Compliance, Activity Requests, and Data Deletion.

Email a user

Click the Email button above the list to send a simple, plain-text message to any of the selected user's email addresses (e.g., their Higher Logic account address or another personal address).

Bulk user actions

Selecting multiple users in the list enables the bulk actions menu in the Preview Panel. This allows you to quickly perform the options discussed in the Management actions section above for many users at once (e.g., disabling dozens of records, sending the password reset email to multiple users, moving a group of users to a different company, etc.).

Select multiple users

The button used to multi-select rows is device-dependent.

• To select more than one row, hold the Ctrl (Windows) or command (Mac) key and select each of the other rows you want to manage.
• To select a continuous list on PC and Mac, click one row, then hold the Shift key and click the last row.

TIP: After multi-selecting BUT before acting on the selected contacts, you can add and deselect contacts via the check boxes to their left.

Manage users by status

Click the down arrow to the right of the page title to view only users of a specific status. In addition to listing only users belonging to one of these statuses, each of these list views includes status-specific management options.

Enabled

This is the default list view, providing the management options described in the Management actions section above.

Deactivated

Lists any deactivated users, along with the admin who deactivated them and the reason why (a reason is required when deactivating a user). Selecting a user enables you to enable or delete their account using the associated buttons.

Deactivate users

While you can deactivate users from the Enabled view, you can also do so here.

1. Click the plus sign to the right of the page title.
2. Select one or more users.
3. Provide a reason why you're deactivating this user.
4. Decide whether to send them a notification email about their deactivation.
5. Click Deactivate.

Deactivated user settings

Click the gear icon at the top right to configure a few user deactivation settings:

• Allow users to disable their own accounts - Check/uncheck this box to control whether users can manually deactivate their own accounts.
• Disable Link Name - If users can disable their own accounts, this is the link text that appears in the My Account menu on the user profile.
• Disable Account Prompt Message - This is the confirmation message displayed to the account holder in the confirmation dialog.
• Redirect URL - After a user disables their account, they're logged out and redirected to this URL. It can be a pagecode or full URL.

Pending approval

Lists any users pending admin approval to obtain an account to your site. Select a user and click Approve, Reject, Resend Verification, or Remove Request to perform the applicable action.

See Approve/Reject User Account Requests to learn more.

See Resend Verification Email to Pending Users to learn more.

Rejected

Lists any users who have had their account request rejected. Select a user and click Approve or Remove Request to perform the applicable action.

See Approve/Reject User Account Requests to learn more.

Export user records

Click the export icon at the top right to export your user records to a CSV file which provides each user's:

• Contact Key
• First Name
• Informal Name
• Last Name
• Email Address
• Integration Key
• Company
• Job Title

NOTE: Exporting honors any filters currently active, enabling you to export a specific list of users.

TIP: Before exporting the list file, note the "entries" count below the list. After exporting the file, open it to verify the expected number of users. Allowing for the header row, the number of rows in the export file should be one greater than the "entries" count below the list.

Export files

Higher Logic recommends giving each exported list a unique name because the files that get exported from the Users list pages (Enabled, Deactivated, Pending Approval, and Rejected) all have same default name, UsersExport.csv, and all contain the same fields; there is nothing indicating which list was exported.

Subsequent exports, irrespective of list, append sequential numbering -- (1), (2), (3), etc. -- to each subsequent export file if a file with the default file name is in the default save-to location.

TIP: A simple practice is to append the export date and/or list type to the file name (e.g., UsersExport_Pending_011021.csv); this clearly identifies the latest file should it be needed.

Related articles

• Members & Companies Reports