📕 Presentation
Discover on this content how to manage all your users!
Invite your collaborators to collaborate on Mayday (Administrators) or to consult and use the knowledge base (Advisors) to boost your customer service.
The "Users" section gives you access to the number of users whose invitation to create a Mayday account has been validated.
These users therefore have a Mayday account and can consult the knowledge base.
There are two types of users:
Administrators (or "admin"), who have a role in contributing directly or indirectly to the creation and/or management of the knowledge base.
Advisors (or "agents"), who have a role in consulting the knowledge. They do not have access to the administrator interface.
🎯 Use cases
Perform group actions on a specific set of users!
Administer your users more quickly, whether you have dozens or thousands!
🎛 Administer multiple users
You can easily manage your users, from a few dozen to a few thousand collaborators, thanks to our user administration center.
To access it, you must click on "Show details" within the "Users" section.
You will then have access to the list of active users and the following data for each of them:
Name and surname
Email
Role(s) → 👤 Create roles - access to the features
Group → 👥 Create groups - access to the contents
Label(s) → 🔖 Create user labels
This page also allows you to:
(1) Search for users;
(2) Filter your search by group or role;
(3) Perform multiple actions
Modify the user's role, group or label;
Delete the user.
(4) Perform a group action in one click for:
Edit the role, group or label of the selected users;
Delete the selected users.
In the case where you modify user labels with the grouped function, the initial labels will be replaced by the new entry.
🎛 Administer a specific user
You can administer a specific user in the "Actions" category, which allows you to perform two actions:
Delete the user by clicking on the 🗑 icon;
Edit the user's attributes by clicking on the two arrows on the right.
A section will then open on the right side of your interface. This section summarizes all the user's attributes:
Date of creation of his account;
First name, Last name;
Email;
Group;
Role(s);
Label(s).
Modify the user's group
To modify the user's group, you must expand the group section, then select the new group you want to assign to the user.
Modify the user's role or add a role
To modify the user's role, you must click on the white cross in the blue box of the role, then expand the section to select the new role you want to assign to the user.
To add one or more roles to the existing role, you must directly click on the section to expand the list of roles, then select the role you want to add.
As a reminder, if the user has multiple roles, these permissions will be the combination of all the roles assigned to him.
Modify the user's label or add a label
To modify the user's label, you must click on the white cross in the blue box of the label, then expand the section to select the new label you want to assign to the user.
To add one or more labels to the existing label, you must directly click on the section to expand the list of labels, then select the label you want to add.
You can also delete the user by clicking on the red button dedicated to this purpose.
Once your action is completed, click on "Close". The modifications will be instantly saved.