Last updated on July 30, 2015

Managing Users

This guide outlines various administrative tasks related to managing users within the Users extension such as:

  • Editing Users – Making general changes to a user’s account information.
  • Suspending Users – The process of restricting a user from accessing the Appspace without removing their account from the server database.
  • Reactivating Users – The process of reactivating a user’s account if it has been locked or suspended.
  • Deleting Users – Removing a user’s account and all related assets from the server database.
  • Moving Users – Transferring/switching a user from one user group to another.

Prerequisites

The ability to manage users require at minimum the Portal Administrator, Network Administrator, or User Management role.

Editing Users

  1. Select the network or subnetwork that contains the user group. Once the target user appears on the main user listings section, click their name link.

  2. On the Edit page, make the desired changes to the user’s details and click Save to apply your changes.

Suspending Users

  1. Select the network or subnetwork that contains the user group. Once the target user appears on the main user listings section, check the check box next to the name and click the Suspend User button in the toolbar.

  2. A pop-up window will prompt you to confirm the suspension. Click OK to suspend the selected user.

Back on the main user listings section, the suspended user should now appear “Suspended” under the Status column.

Alternate Suspension Method

An alternate method to suspend a user is located on the Edit User page.

  1. Select the network or subnetwork that contains the user group. Once the target user appears on the main user listings section, click their name link.

  2. On the Edit User page, click the Suspend User tab.

  3. A pop-up window will prompt you to confirm the suspension. Click OK to suspend the selected user.

Reactivating Users

  1. Select the network or subnetwork that contains the user group. Once the suspended user appears on the main user listings section, click on their name link.

  2. On the Edit User page, verify that the account is currently suspended. Click the Reactivate User tab to continue.

  3. A pop-up window will ask you to confirm the reactivation. Click OK to proceed.

    Back on the Edit User page, the status icon should now appear green and Active to confirm that the user has been reactivated.

Deleting Users

  1. Select the network or subnetwork that contains the user group. Once the target user appears on the main user listings section, check the check box next to the name and click the Delete User button on the toolbar.

  2. A pop-up window will prompt you to confirm the deletion. You must enter your Appspace account password before pressing OK to proceed.

    Warning

    Be sure to carefully review the layouts, widgets, and content that will be affected by this deletion before permanently removing them from the system.

Alternate Delete Method

An alternate method to delete a user is located on the Edit User page.

  1. Select the network or subnetwork that contains the user group. Once the target user appears on the main user listings section, click their name link.

  2. On the Edit User page, click the ‘Delete user’ tab.

  3. A pop-up window will prompt you to confirm the deletion. You must enter your Appspace account password before pressing OK to proceed.

    Warning

    Be sure to carefully review the layouts, widgets, and content that will be affected by this deletion before permanently removing them from the system.

Moving Users

Note

Applications, shared content, and group user roles are tied to the user group that a user belongs to. Moving a user between networks essentially moves a user from one user group within a network to another. Therefore all settings (shared content and group user roles) and applications tied to the user’s previous user group will be removed. After moving users, it is best practice to verify that all content and applications continue to function as intended.

  1. Select the network or subnetwork that contains the user group. Once the target user appears on the main user listings section, click their name link and click the Move User button in the toolbar.

  2. A new Move Users window should pop up that presents the Network Tree. Find the desired new destination group (which may or may not be in the same network) and click to select it. Click OK to proceed and complete the moving of the user(s).

    Note

    You may alternatively also use the Search bar to find the name of a group. When you click on a network or group from the search result, you will be taken to that location in the network tree structure.

  3. You should now be able to find the moved user located in their new user group in the main Users home page .

Alternate Move Method

An alternate method to move a user is located on the Edit User page. By using the Group drop-down menu, you can directly select a new user group in which to move the user into. Be sure to click Save button to confirm the changes if using this method.