Other fields include:

• Access: This field allows or denies a user access to the Admin Console
• User Role: Refer to the user roles table provided with training to understand the site editing privileges each of these roles allows a user.
• User Attributes: Check the following, as needed:
  • Teacher: If you would like for a user’s name to appear automatically in the dropdown selection used when adding details about media files (for example, the name of a speaker for a class, sermon, or other audio/visual file).
  • Audio/Visual: If you would like for a user to be able to manage media on your website.
  • Accounting: If you would like for a user to access the recurring donations and reports section of the website.
• Permission to edit groups: Select the groups you want the user to have access to.
• Subscribed to: Typically users manage this section on their own. It designates which email newsletters they receive.
• Contact information, photo, title, gender, and profession: Self-explanatory optional fields.

For custom applications, your site may utilize custom user fields. This is rare. If you're using these fields, you click the “Reset all custom fields” button to forcibly clear out the values in these fields for all of your users.

When you have entered sufficient information for the new user, click the “Add User” button at the bottom of the screen. The user will be added to the list of users for your website.

Edit a User

Users may edit their own profiles by visiting your website/login.asp. For example,www.organization.com/login.asp

Administrators may edit users by going to Site Administration > Manage Users. Search for the user whose profile you want to edit, either by email address, last name, user role or group.

Click on the user’s email address in the search results that appear. A popup box for that user will appear. Edit the user’s profile as needed. Click the “Save Changes” button at the bottom of the box.

Search for a User

You may search for a User from a variety of specifications. Go to Site Administration > Manage Users. Enter the email address or last name of the user you wish to find.

You also can search for a user or group of users by user role or group(s) the user(s) is permitted to edit. For either of these filters, check the box(es) next to the specifications you wish to search by.

Click the “Search” button at the bottom of the screen.

You may view all users by clicking the “List All Users” button at the bottom of the screen.

Export Users to Excel

When viewing a list of users, either in search results or the entire list, click the “Get Excel List (All users with all fields)” link at the bottom of the list. A popup will appear asking if you want to Open, Save, or Cancel this action:

• Open: This will open the Excel file, which you can further edit to meet your needs and save.
• Save: This will let you save the Excel file to a designated place on your computer.
• Cancel: This will cancel the operation and return you to the Admin Console.