Admin Tab: User Management Overview

Managing users is a major component of being a Workspace Admin, including inviting users, adjusting roles and permissions, and removing users from a Workspace. This article describes how to invite users, update user details, suspend users, and monitor your users' onboarding progress. 

🔸 This feature is accessible to Admins.

🔹 This is available on all plans.

Accessing the User Management Tab

  1. Click Admin in the top navigation bar.
  2. In the left-hand menu, under Analytics, select User Management.

You’ll land on a list of users with tools to sort by onboarding state, narrow results, and perform actions.

How it works

User Management gives the option to invite, view, and edit users. Once an invitation link is clicked, the person can be found in User Management under one Onboarded, Partially Onboarded, or Suspended. Admins can extend invitations to Express Activated users from the User Management Dashboard, as well as view users who are identified as being associated with your company on LinkedIn.

  • Onboarded: Onboarding is complete, and the user can log in to EveryoneSocial.
  • Partially Onboarded: A person was invited and started onboarding but did not complete it. 
  • Express Activated: This user has an active LinkedIn token connected to EveryoneSocial, but does not have a registered user profile.
  • Identified: This tab shows a pool of potential users for your workspace. The Identified tab shows users who are active on LinkedIn and have your company listed as their workspace on LinkedIn.
  • Suspended: A user who cannot log in due to their account being temporarily disabled.

Invite users

You can invite users to your workspace directly from the User Management page. Check out the video below to see how!

  1. Go to Admin > User Management > Actions.
  2. Here, you can find options to invite users via .CSV file or by manually entering their email address(es).
  3. For more information on sending invitations, please see this Help Center article: Invite Users to Join EveryoneSocial.

Update user details

Change a user's department, location, and role in User Management. Learn more about user roles and permissions in this article.

  1. Go to Admin > User Management.
  2. Hover over a user's name.
  3. Click the Actions button.
  4. Select Edit User Attributes from the dropdown list.
  5. Click Apply to register the desired changes.

Suspend a user

User Management provides the option to suspend a user from your Workspace. Suspended users cannot access EveryoneSocial, but they can always be reactivated.

  1. Go to Admin > User Management.
  2. Hover over a user's name.
  3. Click the Actions button.
  4. Choose Suspend User.
  5. Confirm by clicking Suspend in the popup.

Unsuspend a user

Suspended users can be reactivated at any time. Unsuspend a user by taking the following steps.

  1. Go to Admin > User Management.
  2. Select Suspended.
  3. Hover over a user's information.
  4. Click the Unsuspend icon.
  5. Confirm by clicking Unsuspend in the popup.

FAQ

What happens if a member is suspended?

If an Admin suspends a user, the user will not be allowed to access the Workspace any longer. Suspended users will be notified on the login screen that their account is in a suspended status. Their account can be reactivated at any time by an Admin. Users who belong to multiple Workspaces can continue to access Workspaces that have not changed their user status to suspended.

There is an option to delete a user and their profile, which would remove them from all Workspaces and revoke their access to all of EveryoneSocial until another account is created. You'll want to reach out to EveryoneSocial's Support team to request deletion. 

What happens when a user is deleted from EveryoneSocial?

Users can only be deleted by requesting it within their account settings or by our staff deleting the user profile. When deletion occurs, all Personal Identifying Information (PII) is scrubbed from EveryoneSocial, and we will not have information associated with a deleted user’s profile, such as a name and email. A deleted user's actions are still tracked and will be associated with the user_state  â€śDeleted.” However, some past activity remains. For example, if the user liked a post, then that action is counted in the reactions, but attempts to view the profile will yield a “Deleted User” notice.

How can I assign a user the permissions of Group Owner and Group Moderator?

Great question! This is done within the Group itself. Group Owners must create the Group to be considered the Group Owner. Click here to learn how to allow users to create Groups.

Do partially onboarded users count as active?

Great question! Partially-onboarded users must have authorized a social account to be considered an active user. Learn more in this article about Active Users.
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