You can get an overview of all users added to your portal by going to the top navigation Team > Team Members.
On the Team Members page, you will see an overview of all users connected to your organization's portal, where you can edit, delete, and add new users. You can also import or export team members via CSV file.
Add users (via the portal)
- Via the top navigation, go to Team > Team Members.
- Click the "Invite a Team Member" button at the top of the page (under the heading).
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Fill in the fields with First Name, Last Name, Email, Social Security Number, and/or HSA ID (depending on which authentication method(s) your organization uses). Then select the role for the new user:
- Team Member: Regular user who can invite to and start meetings
- Administrator: Same as Team Member and can also manage selected lobbies, users, and statistics related to their lobbies.
- Owner: Owner/Global administrator for the entire organization's portal, can manage lobbies, users in the portal, and extract statistics.
- Then select lobby affiliation for the new user: Check one or more lobbies that the team member should have access to.
- Click Save to add the userRedigera användare.
Edit user
Search for the user and click the edit button for the user you want to edit. Make your changes to the user and click Save.
Delete user
Search for the user and click the Delete button. You will be asked if you are sure you want to delete the selected user, click Confirm. To delete multiple users, check the box to the left of their names. Once you have checked some, the "Delete" button will appear in the menu above, click the "trash can".
Import users (via CSV file)
Only the Owner role can upload CSV files.
- Start by creating a CSV file in CSV UTF-8 format; this is required if names or lobbies contain å, ä, or ö. In the portal, you will find a current example of how the file should be formatted.
- Click the "cloud" button with an upward arrow for import
- Drag and drop a file into the box
- Click Upload
Other options for adding users (SAML or Portal API)
If your organization has the SAML integration add-on, contact the portal's owner for more information on how to add new users.
If your organization has the Portal API integration add-on, contact the portal's owner for more information on how to add new users.