User Management

Introduction

The User Management feature is where you'll see and manage the list of users who have signed up for an account on your Vidflex™ site. There are two main sections, Management and Registration Settings.

Opening Users > Management

Viewing the back end of your Vidflex™ site:

1. Look under the left Global Settings menu
2. Click on Users > Management

User Management Dashboard

The User Management dashboard is where you'll add, edit, import/export your list of users.

As a Site and Channel Admin you can create new users by adding them individually, and importing multiple users, saving you time.

Use the accordion table below to learn more about the User Management dashboard elements.

Types of Users

There are 4 user role types available. All role types have front end access to your site. Only the admin roles have back end access.

Roles

• User
  • This is a normal user with front end access only to view.
• Live Event Operator
  • Aka, 'LEO', is assigned to users who need access to your sites live event container details. 
  • Users who are assigned the LEO role are the users on-site who are operating a live stream.
• Channel-Admin
  • Has full access to make changes to the sites channel.
  • Channel Admins do not have access to the Branding dashboard and any Global Settings.
• Site-Admin
  • Full site access and can make all changes to the site.

Adding/Exporting Users

The topics below cover how to add users individually and through bulk importing them through a CSV file upload.

Add New Users

1. Click Add New User button.

2. Fill in the user profile details. Fields with an asterix '*' are required.

   Some required fields can be changed in the Registration Settings dashboard

   1. First Name
   2. Last Name
   3. Email *
   4. The "Send account creation and password selection email to new user" option is selected by default. 

      1. Uncheck the box to override the email from sending to the user before clicking save.

         

      2. To manually verify a users account, uncheck the 'send account email...' , and then click the Verify User button. 

      3. To have the user complete the verification press the "Click here" link to resend the verification link.

         

         (Pro tip: use this link when troubleshooting your users during the account creation process)

   5. Display Name * (required if Live Comments feature is activated)
   6. Organization
3. Select the user Role
   1. User

   2. Site-admin

      To add a Channel-Admin first create a normal user and then add them in Admins dashboard under Channel Settings.

4. Block User: select Yes or No from the drop down
   1. This setting removes all permission from the user accessing the site.
5. Click Save when ready.

Import Users

Supported file type: CSV

Import users is a great way to add a bulk list of users to your site rather than adding them individually. This feature will benefit organizations who are bringing over a list of users they've already acquired.

Before importing a list of users you'll first need to configure your own CSV import file. See our help article User List Import File for further instructions on how to configure this file and download a copy of the template.

1. Configure import file as per your own requirements.
2. Click the Import Users button.
3. Select your User Import CSV file and click 'Open'.
4. The system will start importing all the users from that file. If there was a mistake made on the CSV file an error will appear on the screen with indication of what to fix in your file.
5. When the import completes processing. you'll see the list of users on the User > Management dashboard.

Exporting Users

Supported file type: CSV

Use the export function to download a CSV file of your user list.

1. Choose what State of users you want to download by selecting from one of the available states. Leaving the state on 'All' will export all users regardless of what state they are in.
2. Click the Export Users button.
3. See the CSV file that was downloaded to your device.

The following information is available on the export user file:

• First Name
• Last Name
• Display Name
• Email Address
• Organization
• Marketing Consent
• Source (Created, Import, etc)
• Status
• Roles
• Created Date

User Insights

Easily manage users on your Vidflex™ site by viewing their User Information sub-menus. In the sections below you'll learn how to edit a users profile, see what permissions they've been given (user groups, restricted access, etc), guest passes, and any video uploads they've made through the Community Upload feature.

Profile

This section contains all the users personal information, i.e. name, email, role, etc. All the information found on this page can be edited. 

1. Viewing the main Users Management dashboard, search for the desired user.

   If you have a big list of users, search for their email using the User Email field.

2. Click the users Edit button on the right side of the screen.
3. The next screen will take you to the user's Profile sub-menu.
4. Make the necessary changes needed.
5. Click Save.

Permissions

Content Access

Transactions

The Transactions sub-menu makes it easily view all purchase orders a user has made. If any orders have been made within the selected date range they will appear on the screen.

Viewing a User Transaction

1. If you know the Order ID or Total amount you can enter it in the relevant search fields, or filter by a specific state.
2. Optional: the columns Created, Order ID, Total, and State sortable by clicking on them.
3. Click on the View button to see the full details of an order.

Registration Settings

There are additional configurations available in the Registration Settings section that can be enabled or disabled on the new user registration form. Some of these settings are not configurable because they are always required for creating a new user account, e.g. email and password.

Enabling or disabling any of those fields changes whether that information will be required when a new user registers a new account.

Configurable Fields:

• First Name
• Last Name
• Organization

Non Configurable fields:

• Email
• Display Name (this field is visible if Live Comments is activated on your site)
• Password

Steps

1. To access Registration Settings, look under Global Settings in the left menu
2. Click on Users, then select Registration Settings
3. Select the desired field and change its state to either Enabled or Disabled
4. When done, click Save

Marketing Communication

There is one optional setting for marketing communication that a user can agree to during the new account registration process.

Once this feature has been activated, a marketing communication question will appear on the first stage of the new user account registration form for the user to check the box.

Checking the box means the user has opted in for any communications containing news, updates and promotions from your site.

Marketing Consent

To view who has provided marketing consent follow the steps below.

1. Go to the Users > Management screen
2. Search for a specific user or click on any users Edit button

3. Viewing the Profile submenu there is a display for Marketing Consent at the bottom of the form. Underneath it will show whether the user has opted-in or opted-out

   

4. Click on the View History link to see the date and time of when the user changed their marketing consent status

   

Updating Marketing Consent Status

All users can update their marketing consent status by viewing their My Account profile settings.

1. Viewing the front end of the site, click on the profile icon in the top right header

2. Select My Account

   

3. On the next window scroll to the bottom of the page and check or uncheck the box for Marketing Communications

   

4. Upon making a selection it will automatically save