Manage users

The Users
section enables you to easily add, manage and delete users. Additionally, you have access to a host of other actions, such as sending invitations, resetting passwords and changing domains.

System admins can access Users via the Users
section. Navigate to your profile > System admin
:

Within the System admin
screen, navigate to Users, organisations & groups
> Users
:

The Users
screen details some basic information about the users currently in the system - Name and email, Organisation, Status, Invited date and Last login date:

Adding a new user

To add a new user, within the Users screen, select Add user
. The Add new user
screen opens:

Enter the first name, last name and email address for the new user. Once the email address is entered, you will have a couple of options:

An existing Organisation will be displayed if the new user email address domain entered matches the domain of an Organisation already in the system:

If the new user email address domain is not recognised you will have the following options:

From here, you can either associate the new email address with an existing organisation, a new organisation, or add a new exception domain and associate it with an organisation.

If you associate a new domain with an existing organisation the following field opens; you can search for and select an existing organisation:

Associating the domain with a new organisation displays the Add new organisation
screen, where you can add a new organisation to associate with the domain:

Add as a new exception domain and associate with an organisation
allows you to do both of the above, at once:

If a new domain isn't found, simply select Add
. You will receive a confirmation message that the user has been added:

Once the user has been added successfully, you will be able to view them in the User screen:

For more information on sending invitations, resetting passwords and editing users, click the relevant section within our knowledge base.

Viewing profiles

If you're a system admin then access to user profiles is done within the System admin
screen, navigate to Users, organisations & groups
> Users
and navigate to More actions
> View profile
:

Non-System admin users can access their profiles from their avatar in the top System bar:

This displays your profile:

Here, you can view a profile summary, or click Full profile
to view your full profile. This displays additional information such as office location, a map displaying the location, and social and media links.

To edit your profile details, select Edit details
:

The Edit profile
screen opens:

Make any changes and select Save
to save them. Your profile will now be updated.

Editing a user's permissions

To edit a user's permissions, navigate to More actions
> Edit permissions
:

The Manage permissions
screen opens:

From this screen, you can manage the user's access to modules, channels and campaigns.

Set system preferences

System preferences determine what a user sees on dashboards configured to respect user system preferences.

To set a user's system preferences, select Set system preferences
. The System preferences
screen open:

Here you can also select the language of the system* from the following options:

You can also determine the content the user sees on their dashboards configured to respect user system preferences. E.g. If you wanted the user to see all banking news from Africa etc.:

Select Save
to save your changes.

Set email preferences

Email preferences determine the system email alerts that a user will receive.

To set a user's email preferences, navigate to More actions
> Set email preferences
:

The Email preferences
screen opens:

Here you can select the frequency for emails:

Additionally, you can select which content the user will receive emails for based on Metadata
selections:

Finally, you have the option to set a user's preferences on a per module. Navigate to the Modules
section:

Each module available to you will be listed. Here you can select to Include
that module in your email preferences, or add Custom
preferences to that module:

If you have selected Custom
, an edit
button will be displayed:

Click to display the Insights
screen:

Here you can set the email preferences for this module.

Click Save
to save all of your changes.

Change domain

To change a user's domain, navigate to More actions
> Change domain
:

The Change domain
screen will be displayed:

Search in the field for an existing domain, or add a new domain:

Select Next
. The Confirm
screen opens:

Select Move
to change the user's domain. A confirmation message is shown if the move is successful.

Add to group

To manage a user's groups, navigate to More actions
, Add to group:

The Add user to groups
screen opens:

If the list is long, you can filter it by searching in the search field, or simply scroll down on the page.

Select the checkboxes to add the user to a group, then select Add
. Once the users are successfully added, the following message is displayed:

Revoke system admin

To revoke a user's system admin status, navigate to More actions
> Revoke system admin
:

Select Revoke system admin
to revoke the user's System admin status.

To reinstate a user's system admin status, click Make system admin
:

Make key contact

To make a user a key contact, navigate to More actions
> Make key contact
:

Once the user set as a key contact, the following message is displayed:

To revoke a user's key contact status, navigate to the newly displayed Revoke key contact
option in the More actions
menu
:

Disable

To disable a user, navigate to More actions
> Disable
:

The user will be disabled, rendering them unable to log in or use their account.

To re-activate a user, navigate to the newly displayed Activate
button within More actions
:

Additionally, the user's status will change depending on whether they are disabled or active.

Proxy login

The Proxy login option enables you to view the system through the eyes of a specific user. So if they are part of a certain group, you can click proxy login and view exactly what they can see, and you can commit actions as they would.

To proxy login as another user, navigate to More actions
> Proxy login
:

This article applies to:

Product: HighQ, HighQ
Sub Product: HighQ Publisher
Subject: Clients

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