User Profiles

As System Administrator, you can:

• Add a user profile
• Edit an existing user profile
• Add or edit email notification settings for a user profile
• Add or invite a user to a Group

Access these functions from List View. Click the Connections / Search accordion menu on the side panel and toggle to List View. Change your search parameters as needed to include existing users in the list. You can also open List View by clicking the Show My Connections button from your profile. Although you can toggle to Pin View, when you are in Administrator role, we recommend always working in List View as is it much easier to access users from the list. To read a profile, click on the user name; his introCard is displayed. Add a Single User To add a new user profile, go to List View and click Add Profile. Note: If your site is attached to a database that automatically controls access, you should add the user there instead of directly via this method. To create the new profile, you must complete the mandatory fields on the Contact Information page. The required fields are Username, Last Name, Password, and Email. Typically, you only complete only these fields; the user completes the rest of the pages. However, you can enter data for the user on any or all pages of the profile. In addition to the basic user information, you must also specify the Role for the user. The default is User; you can also select: Guest – to give a temporary user limited access to your introNetworks system; a Guest can view functions but cannot post messages, comments, or resources and create groups. Manager – to specify a user as a site manager; a Manager can manage users, access the Manage accordion but cannot create new categories for resources, forums or make new calendars. You can have multiple System Managers. Administrator – to give a user complete authority to manage the introNetworks system; you can have multiple System Administrators. Edit or Delete an Existing User To edit a user profile, display the user name in List View. Click the green arrow icon for the user. The Contact Information page opens. All fields are editable; you can change any information that the user entered. You can also specify the Role for user; from the pull-down menu, select Guest, User, Manager, or Administrator. If you want the user to see the User Acceptance message when he logs in, click the checkbox for Show User Acceptance. You can also edit the Tags, More Details, and My Media pages. Click Notifications Settings if you want to edit the user’s email addresses and notification settings. Click Save to retain your changes. To delete a profile, click the red X icon for the user; you are prompted to confirm the deletion. Add or invite a User to a Group To add or invite a user to a Group, click on his checkbox in List View. To include multiple users, click on their checkboxes or click Select All. Click the group pin icon at the bottom of the list. A dialog box opens. From the Group pull-down menu, select the group name. Click Add or Invite and then Save. You can assign multiple groups; however, you must select them one at a time. Adding immediately puts the user in a group and sends an email notification to the person. When the user clicks My Groups in his Groups list, the group is displayed. Inviting issues an email invitation to join the group. Users see the group introCard in their My Invitations list and are allowed to join or decline the invitation from the introCard.