Account management
This action requires Administrator rights, if you have the privilege to do it, please delegate your account on the administrator one. (Resource: Account delegation )
As an administrator, you have access to the application ' Members and groups ' in the advanced tab from your application launcher.
The account management interface offers, on the left, a quick filtering to sort out internal from external accounts (or guest accounts within communities) having access to your platform.
- The create a new account button, in the left side panel, will allow you to create an account.
- You will have the possibility to create accounts in mass, via the menu Action/Import.
- A filtering by space will allow you to filter the accounts that have access to a particular site or community.
- A search field will allow you to quickly find a specific account.
You will be able to visit the users profile by clicking on their name, or directly on modify, by clicking on the pencil at the end of the line.
The unitary member creation will allow you to enter all the personal information of a new account.
You will also be able to directly join the account to different sites, communities or specific rights groups. The person will then have his complete profile available in his first connection.
The "Notify member by email" field will allow him/her to directly set his/her password to ensure optimal security.
Even if a series of verifications are automatically operated by your JALIOS platform, it is necessary to inject your own data into your member base.
For more simplicity, feel free to download and adapt the CSV file provided as an example on the link "Import format".
In case you want to use a different file, you can define the separators between the different fields to be taken into account by the platform to massively create user accounts or contacts.
Do not notify by email a population that should not have access to the platform right away! You may very well be able to mass manage access to deactivated accounts for a later massive launch date.
Once verified and validated, you will be able to massively assign sites or communities to your list members
If you have large families of people who need to have different default access, be sure to divide your mass creation files according to them.
