Event Manager FAQs

Introducing the New User Management Transformation: Frequently Asked Questions

We are excited to announce the release of our updated user management screens, designed to simplify and enhance the way administrators view and modify user information. Here are answers to some common questions about the new feature:

 

How do I find visitors?

The filtering for searching for visitors is still under development. Until it is available in the new screens, please use the original Users screens: Go to Settings >> Users >> Visitors (the original screens).

 

How do I add users and create/edit roles?

These features are still under development for the new screens. So until they are deployed, please use the original Users screens: Go to Settings >> Users (the original screens).

 

What value do the new screens provide that the old ones don't? Why didn't we wait until the Users and Roles work was completed?

Rather than wait, we wanted to give you access to some additional features as soon as they were ready. These features are new with the new screens:

• The ability to deactivate users

• The ability to view a user's permissions when viewing the user

• The ability to edit the phone number, name, and email of non-SSO users

• The ability to see what organization(s) a user belongs to faster without the need to navigate to the organization's page

 

Will there always be two options for Users and Users and Roles?

After we deploy the remaining functionality of Users and Roles, the Users option will be removed.

 

What features are not included in the new screens? When will the remaining features be available?

We are working on the completion of the following features, and we hope to have them available in production later this quarter:

• Filtering visitors

• Creating users

• Creating and editing roles

 

Will the data I update in the new screens be reflected in the old screens and vice versa?

Yes

 

What are Global Permissions? Did users permissions change with this introduction?

A new permissions option, "Global Permissions," has been included in the new screens. If enabled, these permissions provide users access to that permission across all sites in the tenant. This does not change how it was set up previously; it is just re-categorized and made obvious that it is a global permission rather than a site-specific permission. For example, if a user is given access to the reports, they can access them on any site.

 

What features are available in new user management screens?

Newer user management screens will allow administrators to change details about their users, such as their names, email addresses, phone numbers, organization, permissions, roles, and more. Administrators will also be able to toggle the status of user profiles and access basic user data in the form of a "quick view" page. The administrators will have access to view all the roles available within the account.

 

What features are not available in new user management screens?

This release version will not contain the ability to create new users. Similarly, there are limited ways to tailor the roles available within the account. If administrators want to add a new user or modify already defined roles, they should use the legacy screens available in Settings >> Users.

 

How do I access the new user transformation screens?

Administrators with the ability to edit/view user details will have the option to navigate to the newer user management screens by clicking on Settings >> Users and Roles *New*

 

Why did we create new user management screens?

The main motivation was to reduce complexity and improve usability for administrators who need to view and edit user information. The previous screens had several limitations, such as not allowing administrators to edit user phone numbers and displaying very little information on the same screen. The new user management screens aim to address these issues and provide a better user experience.

 

What is the scope of the user transformation work effort?

The user transformation feature allows administrators to edit user information in two key areas: the user tab and the roles tab. The user tab focuses on displaying important information such as usernames, contact details, and organizations and allowing administrators to edit user information by clicking on the user tile or the horizontal ellipsis. The roles tab allows administrators to review and edit the permissions available for a given tenant, including roles, global permissions, and site permissions.

 

What can administrators do in the Users section?

In this section, administrators can view and edit users information, such as their usernames, contact information, and organizations. They can also see the user's demographic information, such as their full name and email address, and resend the verification link if needed. Administrators can also add/edit user phone numbers and extensions if they are unavailable or incorrect for a non-SSO registered user.

 

What can administrators do in the Roles section of the Users dialog?

In this section, administrators can review and edit the permissions available for a given tenant. This includes assigning/unassigning roles, managing global permissions, and enabling/disabling site permissions.

 

What are the two key areas of the new user transformation screens?

The first portion largely focuses on user information, while the second part focuses on reviewing the roles that are available for that tenant.

 

How can administrators edit user information?

Administrators can edit the information in two ways. First, they can click on the user tile to view the quick view panel, where they can see the user's demographic information, such as their full name, email address, verification status, various organizations they are a part of, and the sites and roles that they have been assigned. The administrators may also modify user information by clicking on the horizontal ellipsis and then on the View/Edit Account section.

 

Can administrators edit the user's phone number?

Yes, administrators can edit the user's phone number and extension.

 

Can administrators change the first name, last name, or email address of a user who has registered through SSO login?

No, administrators cannot change the first name, last name, or email address of a user who has registered themselves via SSO login.

 

Can administrators add new organizations to a user's profile?

Yes, administrators can add organizations that have previously been formed when they go to Settings >> Global Administration >> Organizations.

 

What are Global Permissions?

Global Permissions are the common permission sets that, if activated, allow a Site Administrator to have a broader authorization capacity for chosen permissions across all sites accessible in that tenant.

 

Can administrators edit a user’s permissions?

Yes, administrators can review/edit the permissions, including Roles, Global Permissions, and the sites accessible for that tenant, when modifying the user's permission.

 

How do administrators save changes to user information or user permissions?

The administrators must verify that all information is input correctly and checked. Once the data is saved, the administrators must repeat the procedure to amend the next set of user information or user permissions.

 

What is the "Deactivate User" option in the Actions column?

The "Deactivate User" option allows the administrator to deactivate a user, revoking any previously added access and permissions.

 

Can the administrator search for a user's information?

Yes, the administrator can search for a user's information by name, email address, or phone number on the user landing page. The search results will be shown in alphabetical order.

 

Can the administrator filter the user information?

Yes, the administrator can filter the user information based on Permissions, Sites, Organizations, Roles, Status, and Deactivated.

 

What is the "No Permission" option in the Permissions filter (Re: How do I find Visitors)?

The "No Permission" option is a filter type that allows the administrator to see a list of users who have not been assigned any privileges at all (aka visitors). Work on this filter is still under development.

 

Can the administrator reactivate a deactivated user?

Yes, the administrator can reactivate a deactivated user by clicking on the horizontal ellipsis in the Actions column and reviving them. This action will reactivate the user with the last saved roles, permissions, and access levels.

 

What is the difference between system default roles and custom roles?

The system default roles are created by the system and cannot be deleted, while custom roles are copied from the system default and can be edited or deleted.

 

 

We hope the FAQs have helped explain the new user management screens and how they work. If you have any further questions or feedback, please don't hesitate to contact us at support@brightlysoftware.com.