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Users & Groups

Your Users Overview Page

Updated over a week ago

With this page you can:


This page will help you how to you see manage, create, edit and delete users.

How can I create a new User:


By pressing the "New user" button you will start the configuration for a new account. You will now have to fill the form with the First and Last Name and email. You will also have the option to select the Roles, Groups and Teams to be associated to the user.

Now after pressing the "Create" button you will have the option to review the the details and creating more accounts.

If everything looks good press the "OK! I'm done! Next Step" button and you will be on the next step. Here you have the option to create a welcome email for the new user (Not required).



Now just press "Preview before send" and then the "Send to X users" on the next page.

The Users List

The users list allows you to see a list of all users registered on the platform.

The "actions" button - what is it for?

What can I do with the "Actions" button?

For each user we can access an "Actions" button, with the following options:

  • View profile

  • Edit

  • Disable User

  • Impersonate

  • Delete

How can I disable a User?

The functionality that allows the deactivation of a user is very important to be able to block the user's access to the platform but keep their usage data.

When you deactivate a user you must enter the reason: Resigned, Dismissed, Retired or Other.

Impersonate:

"Impersonate" allows a backoffice manager to log into a user's account on their behalf for the purpose of helping or assisting with a problem.

The platform keeps a log of these actions for security reasons.

Editing and Deleting Users:


To edit a user just press the "Edit" button under action on the user you want to change:

Now you will now see the following page:

In this page you can change the users password, teams, groups, tribes, roles and other information. You can also delete the profile if needed.

Backoffice Users access permissions

Different backoffice administrators can have different access permissions and manage only certain areas and modules:

Groups


With this page you can:

This page will help you lets to see, create and edit Groups. You can also check the number of users in each group and who's the manager.

What is a Group?

Groups in GFoundry can segment content, access, features and modules by different users. They do not appear in the frontend and can only be created and managed by backoffice administrators.

What is the difference between Tribes, Groups, Teams and Departments?

  • Tribes: Tribes can group users by areas of ​​interest, and imply voluntary action by the users – each user will choose the tribe he want to belong to. All points that users collect within GFoundry will be added to the Tribe they belong to, helping their Tribe to rise in the rankings. Tribes can only be created by the backoffice administrator.

  • Groups: Groups in GFoundry segment content, access, features and modules by different users. They do not appear in the frontend and can only be created and managed by backoffice administrators.

  • Teams: Teams can be used to replicate the organizational structure of a company, and users can be grouped by internal departments. Teams when activated in GFoundry are also listed in the rankings listings.

  • Departments: the Department entity is above the teams. A department can be for example branches of a company that have similar teams between them, that is, similar but independent organizational structures. Home team can be associated with one department only.

How to create a new Group:


By clicking the "New Group" button you will be able to give a name to the new group you want to create. Then just press "Submit" and your group is created.

Editing a Group:


By clicking the "Edit" button under "Actions" you will be able to edit the group. Here you can Change its name, set a manager, add users and much more.

What I can do with the Group Features?

With the "Group Features" you can, for each group, define which features and modules are active or deactivated.

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