Category

Manage Users

As a Business Admin, you can create Business User profiles and edit, assign content, and delete those profiles. You can also create user profiles in bulk by uploading them. To open the Manage Users page, click the Manage Users icon on the left panel. Choose Users List option in the dropdown list.

On the Manage Users page, you can search for any Business User using the Search function, create a new Business User using the CREATE USER button, assign content, edit, or delete profile for each user.ย 

To create a new Business User profile:

  1. On the Manage Users page, click the CREATE USER button.
  2. In the popup that appears, fill the details in all the fields and choose a functional area for the user. Note that all the fields are mandatory.
  3. Click CREATE.

Use the Edit and Delete icon next to each User to edit or delete that profile.


To assign content to a profile:

  1. Click the Assign Content icon next to the Username or click the Assign Content button on the User details page.
  2. In the popup that appears, click the plus (+) button to display the available Catalog Items.
  3. Select the Catalog Items that need to be assigned to that User. Once you select, that Catalog Item will be added in the Assigned Content section.ย 
  4. Click SUBMIT.
Note:
A free Catalog Item that youโ€™ve enrolled can be assigned to all the users, whereas assigning a paid Catalog Item depends on the number of licenses you have purchased.

To create Business User profiles in bulk:ย 

  1. Choose the Upload Users List option from the drop-down menu in the left tab.
  2. Click BROWSE FILE button to open your local drive. Choose the Excel file that contains the list of Users.
  3. You will view a preview of the user details that are to be uploaded. Click UPLOAD. Or choose BROWSE FILE to upload a different file.ย 
  4. After clicking UPLOAD, choose whether you want to send a mail notification or not.
  5. Click CLOSE to return to the Upload User List page.