Manage Users

    Overview

    There may be situations where you will need to edit a user. Administrators can view and edit users' profiles individually or in batches.

    Searching and Finding Users

    Filter

    You can filter on the People table using the search bar. You can search by Name, Email, or Role to filter results.

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    You can also utilize tags for users in order to filter on a custom grouping (e.g. cohort)

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    Please note, Craft defaults to filtering out Deactivated users. To include these users in your filtering, select the Deactivated button.

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    Sort

    To sort, select the arrow above a column on the people table to sort by that column.

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    Batch Edit

    To batch edit, select the individuals from the people table you'd like to edit, open the Options menu, and select from the available options.

    Individual Edit

    To edit a user at an individual level, first navigate to the user's profile. Then, you can select Edit to the right of any section you wish to alter.

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    From here you can edit an individual's name, contact information, permissions, send and view invite information, or add tags.

     

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