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Member Manager

 

With 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.

 

The two 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 for 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 which handle different websites. Then, the defined users will be added to groups which can be given access as per requirement.