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All CollectionsAdmin - PeopleCreating and updating users
How do I manage the people in our portal?
How do I manage the people in our portal?

Admins can use the People page to review users, add users, filter and search for groups, and enrol people into knowledge.

Lou Monsour avatar
Written by Lou Monsour
Updated over a week ago

As an Admin you can view and manage people in your Tribal Habits portal, including creating new people, updating their details, creating enrolments, and controlling user access, on the People page.

You can manage the people in your portal by first, going to Admin β†’ People where you can review all activated people in your Tribal Habits portal with summary details of each.

From this view, you can . . .

  • Use the 'I want to...' drop-down button in the top-right to:

  • Filter and search for people in your portal using the filter options at the top left of the page. This includes filtering by custom fields (if you have created them), as well as by type of user, whether or not they're an admin, internal (SSO) versus external (non-SSO) users (if relevant), and dates such as when users were created, last logged in, or deactivated.

  • Sort your people by clicking certain column headings (which include 'Name', 'Type', 'Last' (last log in), and 'Activated').

  • Download a CSV copy of the data for editing offline by clicking the download icon on the top-right, above the table.

  • Select one or more people using the checkboxes in the first column and then using the 'Bulk Action' drop-down button above the table to perform one of the following bulk actions:

    • Enrol the selected users in knowledge (topics, articles or pathways).

    • Delete the selected users from your portal.

    • Send invitation emails to the selected users.

    • Deactivate the selected users.

    • Reactivate the selected users.

    • Add the selected users to a group (if the Groups feature is enabled for your portal).

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