Create & manage users
New users can be created in one of two ways within the portal.
The method that is exclusive to Client Services and Admins is to add users directly through the "People" admin menu in the portal. Hover over the "People" menu and select "Add user".
On the Add user page, enter:
- Username
- Email Address
- Password
Select the following Roles for the user based on what type of user they are. Most 3BL employees outside of Client Services will only need the Client and CSM roles.
Role | Client user | CSM | Content Specialist | 3BL Employee |
|---|---|---|---|---|
Client | YES | YES | YES | YES |
CSM | | YES | YES | YES |
Content Specialist | | | YES | |
Administrator | | | | |
Leave the Status as "Active" and click on the "Create new account" button. The new user should now be created.
The second method is available to client users as well as Client Services and Admins. Click on "Settings" in the left navigation menu to go to the Account Management page. From there, click on the "Edit" button next to the Team Management section.
On the Manage Team page, click on "Invite member" at the top of the page. Enter an email address and click "Save".
An invitation email will be sent to the user, where they will be prompted to enter a username and password in order to set up their account.
Note: When a client invites users using this method, any user they invite will be limited to that inviter's client account.
Users can be managed either in the People admin menu or the Manage Team page.
This method is also exclusive to Client Services and Admins. Hover over the People admin menu and click "List". You can also click directly on People.
On the following People page, you can apply filters to search for users, view user profiles, and edit their user accounts.
If an employee leaves 3BL, you can block their account so they can no longer access the portal. From the People page, mark off the checkbox next to the user you want to remove. An action menu will appear and you can select "Cancel the selected user account(s)". Then click Apply to selected items.
On the next page, select "Disable the account and keep its content and groups." Then click Confirm. This will give the user a Status of "Blocked" and all of their content will remain unaffected.
If the user has "About Me Enabled" checked off in their user account, uncheck this so their user profile is no longer visible.
Clients can view users associated with their account on the Team Management page. They can view user profiles and delete users. Users cannot delete their own accounts.
