Users

module overview the users tab allows the docid 8gtqn7ofvnbnhzmpslsfb to manage the different types of users on the platform for the respective docid 8gtqn7ofvnbnhzmpslsfb the basics group leaders the first tab is docid 8gtqn7ofvnbnhzmpslsfb all the group leaderss for that particular group are shown here chapter leads this tab will show up only if docid 8gtqn7ofvnbnhzmpslsfb are enabled the docid 8gtqn7ofvnbnhzmpslsfb tab shows all the chapter leads for that particular group information shown in this tab includes name, chapter, role, permission, date joined, and actions channel leads this tab will show up only when docid 8gtqn7ofvnbnhzmpslsfb /subgroups are enabled the ‘channel leads’ tab displays the various docid 8gtqn7ofvnbnhzmpslsfb provisioned in a particular group members the members tab allows leads to search, add, or delete a user invite users this feature allows the group lead to invite users to the group the users can be invited to the group or to a specific chapter or channel using the drop down add a group leader to add a group lead click on the ‘add erg leader’ button this will open the ‘add erg’ window search for the user with their email address in the user textbox once the user is found, click on the user from the role drop down select the role that needs to be assigned to the user and click ‘submit’ this will add the user to the platform please note that the user should exist in the system in order to be selected, otherwise the system will return an error ‘no match found ’ add a chapter leader the process is similar to how we add the erg lead except that the user will have to choose in which chapter that member is being added as a lead in order to add a chapter lead click on the ‘add chapter leader’ button, which will open the ‘add chapter leader’ window select the chapter to which you wish to add the leader search for the user select the desired role from the drop down menu click ‘submit’ to add the chapter leader add a channel leader click on the ‘add channel leader’ button, which will open the ‘add channel leader’ window select the channel to which you wish to add the leader search for the user select the desired role from the drop down menu click ‘submit’ to add the channel leader managing members the default view for members displays 10 users however, you can use the 'show entries' dropdown to select and display 10, 25, 50, or 100 user rows (if available) users can also be filtered based on their chapter/channel membership to do this, click on the 'all' dropdown in the middle and choose the desired chapter/channel the user list will be filtered accordingly how to add members to add members click on the ‘add member’ button this will open the add member feature from the ‘member will join ’ dropdown, select the scope for the member to be added choose the group name first when adding a user to the group select the correct chapter or channel from the list to tag the user enter the email addresses of the users to be added to the group a group lead can add up to 1000 email addresses email addresses can be separated by spaces, commas, or semicolons click 'add member' and view the result, including successful additions and failed imports search how to search for leads or members in the group leaders, chapter leaders, channel leaders, or members tab find a specific user by entering their name or email the list will populate with the search result invite a user to invite a user, choose the invitation scope from the dropdown, enter their email address in the field, and click invite you can invite up to 1000 users at once by entering their email addresses, and an invitation email will be sent to them note invitations are not sent to a users who are already members of the group the 'invite users' section shows a list of users who have already received an invitation, indicating whether it has been accepted or not to cancel an invite, use the withdraw link in the 'actions' column role permissions this docid 8gtqn7ofvnbnhzmpslsfb option can be used to create, edit, and delete roles and also manage permissions for various roles when roles and permission is clicked in the left pane, it opens the following screen roles and permissions window system lead types the leads can have any nomenclature when a role is created, however they have to be tagged to one of the following system lead types executive sponsor global lead regional lead chapter lead channel lead creating new roles to add a new role click the plus sign in manage roles and permissions, this will open the new leader type window new leader type window in the leader type field enter the desired role name from the system lead type dropdown select the appropriate system lead that the new role is to be tagged to under permissions check the appropriate checkboxes to assign permissions to the new role the following four types of permissions can be selected can create content can publish content can manage content can manage budget in the welcome email message field, enter the email text that needs to be sent to a user whenever they are assigned to this role check the show on about us page checkbox in case you want this role to be displayed on the about us page by default this box is already checked click the submit data button and this will add the new role to the platform editing an existing role to edit an existing role click on the notepad with a pen icon under the action column against the role that needs to be edited this will open the update leader type window this screen is similar to the new leader type screen the only difference is that the system lead type cannot be changed leader type can be changed, permissions can be edited, welcome email can be added/edited, and show on about us page can be checked/unchecked deleting a role to delete an existing role click on the bin/trash icon under the action column against the role that needs to be deleted this will delete the role, however the role will not be removed from the list it will be highlighted with pink color and under the action column a circular arrow will be shown that can be used to restore the role reporting navigate to the reports tab locate the section for users reports available reports member reports view a list of your group members with options with join date filters and hris attributes group leader reports view a report of your global group leaders chapter leader reports view a report of your chapter leaders channel leader reports view a report of your channel leaders