You can use the Users List page, available in the Admin interface, to view details about your Community Essentials user records, and perform a few management actions, like deactivating and moderating users.
NOTE: Because your Community Essentials site is integrated with an AMS, you cannot edit user details on this page; updates of that nature should be made in your AMS system.
To access this page:
- Access the Admin interface.
- Navigate to Users > List.
TIP: On list pages, click a column header to sort on that column. Click the columns count below the list to add and remove columns in the current view.
Search & filter
Here at the top right, you can use the search and filter features to quickly find users:
- Click the magnifying glass icon to expand a search field, allowing you to find specific users by first/last name, email address, and company affiliation. 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.
- Click the filter icon to view various filters you can apply to make it easier to find specific users. Filters include Company, Security Group, Admin Roles, and Moderation Status. A check mark next to the filter icon indicates an active filter. Click the filter icon and click Clear Filter to restore the original list.
Select a user to view additional details about them in the Preview Panel, which expands from the right. 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:
- 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 to view the full list of deactivated users. From here, select a user and click Enable.
- Moderate the user, meaning all of their discussion posts, news posts, and library entries require admin approval before appearing on your community site. If a user is moderated, this option becomes Remove Moderation. See Moderate Members and Content.
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', compliance settings. 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., deactivating or moderating dozens of records at a time, 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.
View users by status
Click the down arrow to the right of the page title to switch between the list of Enabled and Deactivated users. In addition to listing only users belonging to one of these statuses, each of these list views includes status-specific management options.
This is the default list view, providing the management options described in the Management actions section above.
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.
While you can deactivate users from the Enabled view, you can also do so here.
- Click the plus sign to the right of the page title.
- Select one or more users.
- Provide a reason why you're deactivating this user.
- Decide whether to send them a notification email about their deactivation.
- 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.
Export user records
Click the export icon at the top right to export your user records to a CSV file, providing each user's:
- Contact Key
- First Name
- Informal Name
- Last Name
- Email Address
- Integration Key
- 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.
Higher Logic recommends giving each exported list a unique name because the files that get exported from each Users list page (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 list type to the file name; this also clearly identifies the latest file should it be needed.