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Member Manager

 

With the Member Manager, you can add new users and manage their permissions and roles.

 

You can also organize them into groups or teams and manage group permissions. Additionally, you can control access of users and groups to content in your knowledge bases.

 

There are the following ways to manage your knowledge base members:

 

How to add and manage users


Step 1: Go to Settings and click on Users

 


Step 2: Click on New User.

 

 


Step 3: Add the details of the user such as name, email, language, and time zone. You can also upload user details from an excel file.

 

You can also assign roles such as contributor, editor, administrator, and control which help sites the user can or cannot access.      

 

 

How to create and manage groups

 

Step 1: Go to the Users section under settings and click on the Groups Tab. If you don't already have a group Click on First Group to start creating a group, you can also click on the New Group button at the top right to create a new group anytime.

 


Step 2. When you click on the create group button, a pop-up will load up. Enter the name of the group and click Next.

 


Step 3: Add members to the group from the list of existing users.  Then, click on Next.

 

 

Step 4: In the next screen that pops up, define the roles and permissions of the group members. You can also override the current permissions. When you are done setting the roles and permissions, click Submit.

 

 

Once you've have completed and saved all the steps above, you will be able to efficiently manage and collaborate with multiple writers and editors to create your knowledge base.

 

If you wish to make changes to the group you created like remove or add users,  change the group name, or alter user roles, click Edit under the group name.

 

 

How to Manage Bulk Uploads

 

You can add users in bulk with excel sheets. You can follow the template given below to add multiple users to a single website.

 

 

To give user access to your website, define the Access Site field with 1. The number 0 adds a user but does not give him access.

 

If you have multiple sites and want to give access to users separately, add the users in groups, and provide access to the groups. An example template is given below. Group access will always override user access. The template below will add users to groups that handle different websites. Then, the defined users will be added to groups that can be given access as per requirement.

 

 

How to Create a Group Admin

 

Step 1: From your ProProfs Knowledge Base dashboard, go to Settings >> Users.

 

Online knowledge base settings

 

Step 2: Click +New User.

 

Add user to knowledge base

 

Step 3: Fill the required details and make this user the Group Admin from the Roles dropdown. If you want, you can upload users in bulk using Microsoft Excel.

 

Add user as admin

 

Step 4: Scroll down to the bottom and click Create to finish the process of adding a new user.

 

 

Another way of assigning a group admin is, instead of adding a new user, do the following:

 

Step 2.1: Go to the Groups tab and click + New Group.

 

Add group in knowledge base

 

Step 2.2: Enter a group name and click Next.

 

Add group

 

Step 2.3: Select a user as the group admin and click Next.

 

Add admin to the group

 

Step 2.4: Add users to the group and click Next.

 

Add users to the group

 

Step 2.5: There are two ways to define the role of your users, as shown below:

  • Follow roles - Define roles to individual users.
  • Override old roles - Define a role to the entire group.

 

Define user roles in knowledge base

 

Step 2.6: Select the help sites your users/group can access and submit.

 

Add users and groups in knowledge base

 

 

 

Related Articles:

Add, Edit, Delete Users
How Do I Delete Users and Their Information?
Roles & Permission