What Is the User Management tool?
User Management is a powerful and necessary tool when running your Customer Validation program that exists identically at both the Community level and Project level of your implementation. This tool gives you the ability to create a specific filter to narrow down a desired subset of users, create a view to see particular criteria/data of your desired subset, and then take action on those selected users.
Knowing how to create a Filter + View is essential for effectively utilizing User Management. For a quick refresh on Filters + Views and how to build them click here.
What Actions can I take with User Management?
User Management has the following actions available to it. Once you generate a list of Users (via Filter), you can apply these actions to the results or a selected subset. More details on each can be found below:
- Show User List
- Email Users
- Add Users to Team(s)
- Remove Users from Community / Project
- Add Comment to Users
- Create Filter from Results
- Export Data
- Print User Information
- Trigger Custom Macro
Show User List
Show User List allows you to view a list of users that meets your selected Filter and View criteria. The information you have selected when creating your View will appear in spreadsheet form within the portal itself. When viewing this list of users and their information, you can select individual users to take further action on by checking the box next to their identifier.
Selecting the Email Users action will allow you to email any users that meet your selected Filter and View criteria. You'll be able to select any pre-existing email template from your User Action email bucket or compose an email on the fly.
Add Users To Team
Add Users to Team gives you the ability to add any users that meet your selected Filter and View criteria to a pre-existing team, to a brand new team that you can create on the fly, and allows you to remove your selected users from all previous teams if desired.
Remove Users From Community / Project
Depending on which level of the portal you're on, the Remove Users action will allow you to remove users that match your Filter + View criteria from either the Community or your project.
Important Note: removing a user from your Community will erase their account from your implementation and thus all projects they have been a part of.
Add Comment To Users
The Add Comment to Users option will let you add a comment or a user score to any user's profile that matches your Filter + View criteria. This comment and optional user score can be added to either their profile within the current project you're taking this action in or within their Community profile.
Create Filter From Results
The Create Filter From Results option gives you the ability to create a new Filter that you can apply to the results you've gathered from your initial filter thus allowing for compound filtering.
Export Data allows you to export the data that results from your selected Filter + View criteria. Utilizing this action will take you to the Centercode Reporting engine and automatically create a spreadsheet of your results so you can easily export them as either a CSV or XLS file.
Print User Information
Selecting the Print User Information action will create a printable spreadsheet of the data that results from your selected Filter + View criteria.
What about Macros?
When creating a User Macro under User Resources, you have the option to set that macro to "Show in User Management Actions". By doing so, the Team(s) of your choice can run your macro via the Action drop down. Furthermore, you'll have the option to "Suppress Confirmation" of that macro (not recommended!) when utilizing it via the Action drop down and to set that macro to only run once per user account.
- As mentioned there is a User Management tool at the Community level and a User Management tool in each individual Project.
- Community User Management and Project User Management can only return filtered results for users within their scope. For example, you can't trigger emails for Project B's users from within Project A.
- We strongly recommend viewing your list before taking any direct actions against your filtered results so you can see the results first.
- A standard view will show you 100 results per page, however this can be changed when creating or modifying your View to show up to 1000 results per page.
- If you need to take action on more than 1000 users at a time, you can do so by selecting your choice from the Action drop down on the User Management page and clicking "Perform Action" once you've set a filter. Utilizing the "Show Users" action and selecting everyone on the resulting page first is not required.