Edit user details

The Users tab in the Admin App allows you to manage multiple users and view details about individuals. With advanced filtering options, you can quickly find the users you're looking for and make changes. You can also update a user's information or select a set of users and edit their details in bulk.

See how it looks

Key features

• Filter and sort users
• Bulk edit users

You need this to succeed

The quick way

1. Navigate to Users.
2. Filter or search to find the users that need to be updated and select them.
3. Make the necessary changes and click Save changes.

Do this step by step

• Filter and search for users
• Bulk edit users
• Edit a single user
• Export users

Filter and search for users

Use the search bar or filtering options to find the user(s) you want to edit. The Users tab contains various filters to sort and filter your users, which can be helpful when managing large groups.

1. To change which filters are visible, click View Filters. Select the filters which you want to be visible, then click Save.
2. Depending on your package, you will have the option to filter your users by:
   
   • Role: Choose to filter by User, Administrator, and/or Manager
   • Properties: Select to view users who are unable to receive push notifications, have pending invitations, have not received an invitation, have not logged in, and/or are promoted in a Library.
   • Licenses: Select Content (Direct), Content (Partner), Coach (Direct), or Coach (Partner).
   • Groups: Select one or more User Groups.
   • Libraries: Select one or more Libraries.
   • Experience: Filter by one or more Experiences to which the users are assigned.
   • Status: Select Active or Deactivated users. By default, all statuses will be shown.
   • Direct Manager: Filter by users reporting to a Direct Manager.
3. After filters are applied, you can remove them by clicking the X next to each filter.
4. Sort the user columns by Name, Role, Last login, and Added date.
5. Use the search bar to find a particular user quickly.

Bulk edit users

1. To edit your users in bulk, navigate to Users.
2. In the Users page, use the filters to find the users you want to bulk edit (optional).
3. Check the boxes next to the users you want to edit. To edit all the users on the page, click the checkbox to the left of the Name column.
4. Click Edit.
5. To change the selected users' assigned groups, choose an option from the User groups dropdown. Select:
   Keep as: Make no changes to the user groups.
   Replace all: Choose a group from the Select groups drop down that will replace all the current user group assignments. 
   Add new: Choose a group from the Select groups drop down that will add additional groups to the users' group assignments. 
   Find and remove: Choose group(s) from the Select groups down down that will be removed from the selected users' group assignments. 
   Remove all: This will remove all current user group assignments. 
6. In the Details section you can edit the user role and the direct manager. To Edit the user roles, select Replace all. Choose Administrator, Manager, or User from the drop down menu.
   Before proceeding, ensure you understand the impact of changing users' roles.
7. To edit the Direct manager, select Replace all. Select a user from the dropdown menu that will replace the Direct manager for all selected users. 
8. To edit the Status of the selected users, choose Replace all and toggle the Active or Deactivated option.
9. To change the Product license type for the selected users, choose Replace all and select the type of license you want them to have. Choose Content and/or Coach, and select Direct or Partner from the license type dropdown. Before proceeding, ensure you understand the impact of changing users' licenses.
   Note: If you have an admin in your user selection, you won't be able to edit the license as they require a direct license. 
10. In the Locale section, you can edit the Language and Time zone for the selected users. To change the Language, select Replace all and choose a language from the dropdown menu to filter content with.
11. To change the Language, select Replace all and choose a Time zone from the dropdown menu for the selected users.
12. Back at the top, click Save Changes. 

Edit a single user

1. Select the user you'd like to edit. Their detail panel will appear on the right side.
2. Hover over any field you'd like to edit and click the pencil icon. Use the various fields to edit the user's Name, Email, Phone number, External ID, Company, Position, Language, Countries, Time Zone, Role, User Groups, Product Licenses, Direct Manager, and/or Status.
   

   Note: The user's confirmation is not required to edit their information.

3. Below the editable details, you will see more information about the user.
   
   • Within the Organized in section, you will see the user groups the user is assigned to.
   • In the Promoted in section, you will see which Libraries a user in promoted in (if any).
   • The Assigned Experiences section is broken down into Experiences the user has been assigned to individually and Experiences they've been assigned to via groups.

     Note: To edit the Experiences assigned to users or groups, navigate to the Experience Builder in the Experiences section of the Libraries tab.

   • The Product license section shows which licenses and what type (Direct or Partner) the user is assigned. 
   • In the Last used device section, you will see information about the user's devices, including whether they can receive notifications, their device model, operating system, and app version. If the user only logs in via the Web app, you won't see any device info listed.

Export users

If you want to export a file with a list of selected users, click the gear icon in the bottom right, then select Export to CSV or Export to XLS. The user list will download to your device.

Note:  Exporting to a spreadsheet gives you a license overview.