In this article you will learn how to Manage, create, edit or upload users in your GO+ portal. Start by watching the video below.
Create a user manually
Navigate to Manage users, scroll to the bottom of the page and click CREATE USER, Then enter first name, last name, email and the language you want to assign to your user.
Tip: If you want to create a user before he or she gains access to your portal, you can click in the box for USER IS DISABLED. When it's time for your users to participate in your content, you can easily opt out of the list by clicking on the appropriate participant and checking the box.
Tip: If you want to grant a user temporary access to the portal, you can simply select a date on which the user will no longer be able to log into your portal GO by filling in DISABLE USER AFTER (DATE / YY-MM- DD).
If you want to send an e-mail to your new users when you create them, check the box SEND EMAIL WHEN USER IS BUILT. Then select a message template from the TITLE tab if you have filled in message templates that automatically fill in the title, subject, and message.
If you want to manually write an e-mail that is sent to the customer when the document is created; Make sure that the field SEND EMAIL WHEN USER IS CREATED is selected. Leave the field "Title" with the option "Select template here". Select a subject for your message template and populate the text.
Tip: Use Autotext, which you can find in the message toolbar. To automatically generate custom attributes. See the example below: {Name_First Name} - loads the first name of the user entered in the profile.
In section 3 you can assign tags to your user when you create a user.
In section 4, Administrator Privileges, you can specify whether this user is a super admin to grant additional privileges.
When you are finished, click CREATE USER. Now the participant is created.
Edit users
To edit one or more users. From the menu, click MANAGE USER, where you can search and filter by first and last name or email to find the user you want to edit.
Step 1 Select the user you want to edit
Step 2 Click EDIT USER in the upper right corner.
Step 3 In this view, you can do the following;
- Edit first name, last name, email, and language.
- Disable users by selecting USER IS DISABLED.
- Select a date on which the user will be deactivated and can no longer log in to your GO + portal.
- Add and remove tags.
- Add or remove administrator privileges.
Manage multiple users at once
To manage multiple users at once, click Manage users > Manage multiple users at once. In this view, you can create and update the profile of existing users.
Update User Profiles:
Step 1 Enter the email addresses of the users you want to update.
Step 2 Select the tags you want to replace, delete, or add for the users you specified in step 1.
Step 3 Click Submit to proceed to the next step where you can choose whether to replace or add the tags you specified in Step 2. In this view, verify that you have entered the correct tags, and then click one of the following options: Replace Tags: Deletes all current tags in the user's profile and replaces them with the specified tags. Add tags: Adds specific tags to the user's existing profiles.
Tip: Remember that all selected users receive the new tags or are replaced with the new tags.
Tip: If you want to delete one or more tags, leave the fields in step 2 blank and click in the REPLACE TAGS field. This will replace the existing tags with empty values.
Step 4 Click the continue button.
Step 5 If you want to inform users about this change, you can do so in this view, otherwise, click Next without sending an email.
Creating multiple users at once
To create multiple users at once, follow the steps below.
Step 1 Enter the e-mail addresses of the users you want to create.
Step 2 Select the tags you want to assign to the new users.
Tip: You can only create multiple users at once if they have the same profile settings. With this functionality, it is not possible to distinguish the tags for users when creating them.
Step 3 Select the language for your users. (Note: This is an additional service, contact us at tictac@tictac.se for more information)
Step 4 If you want to deactivate users after a specific date, you can enter that date in the Deactivate users by date field. Select the message template to use when sending to new users after they are created.
Step 5 Click Submit to proceed to the next step.
Step 6 In this view, verify that you have entered the correct tags and then click; Add Tags: Add the above tags to the existing user profiles
Step 7 Click the Next button.
Step 8 Select the message template that you want to use when sending to the new users after its creation.
Step 9 Click on Send Email.