It's never been easier to manage the users on your Zapnito community. Here's our guide to staying on top of user management.
This article contains the following sections:
The Users page
All of the actions we refer to in this article can be found on the Users page on your Zapnito site. To access this page, click the cog in the top right-hand corner of the page and select Users.
Edit account details
You may wish to update some basic details that a user has inputted to their account. To do this, click the three dots to the right of the user in question and select 'Edit'.
Here you will be able to update the profile fields illustrated below. For a closer look at updating a user's profile type, check out this guide.
To take control of another user's account, click the three dots next to their name and select 'Login'. This will put you in control of the user's profile and enable you to perform any action as you would on your own account.
(Note that in order to login as another user, you will need to be in a group with the 'Switch users' ability.)
Click the three dots next to the user's name and select 'Reset password'. This will trigger an email to the address associated to the account prompting the user to change their password.
If you would prefer to give the user a temporary password in order to access their account, you can do so by using the csv upload tool on your Zapnito community. This is located just below the invitation bar on the Users page, labelled 'Upload Users (.csv)'.
In the csv upload template, ensure that you match all of the user account details exactly, otherwise this can lead to a duplicate account being created (note that if a user is part of multiple groups, you only need to input one of the groups in the upload file as the system will ensure they retain their group membership). Enter the new temporary password in the csv file and hit save once you are finished editing.
When you upload the file, you will receive a confirmation email to your inbox containing a User upload summary, informing you whether the upload was successful or not.
The upload will trigger an email to the user whose password you have updated, with instructions on how to set-up their own personal password, if they wish.
Send them to the Lost Password page for your site
This will be the URL for your site plus the text
When they enter their email address and click 'Reset my Password', they will be sent an email that they can use to reset their password.
If you have unconfirmed users on your site and would like to prompt them to finish setting up their account, you can click the three dots to the right of their name and select 'Resend confirmation'.
This will trigger an email to the address associated to the account. If the user clicks the button in the email, they will be taken through your site's onboarding process.
To delete a user, under the three dots to the right of the account in question, click the 'Delete' button. This will schedule the user for deletion in 1 hour.
If you have deleted a user in error, you can head to the 'Pending Deletion' tab on the Users page and cancel the account deletion manually.
If you would like to ensure that any content uploaded to an account you wish to delete isn't lost, please refer to this guide.