User Administration

Overview

The User Administration section in Regology enables administrators to efficiently manage users, assign roles, configure access permissions, and organize groups.

Users

Accessing the Users Section

1. Go to Administration.

2. Under User Administration, click Users.

3. The Manage Users dashboard appears, displaying:

   • Total Users

   • Unlocked vs Locked Users

   • Users by Role

   • Users by Group

Perform user-related actions such as adding, editing, locking, unlocking, or deleting users.

Insights Overview

The Insights panel provides a quick visual summary of user data across the platform.

• Total Users: Displays the total number of registered users.

• Unlocked vs Locked Users: Pie chart showing how many accounts are active (unlocked) versus inactive (locked).

• Users by Role: Breakdown of users by assigned role (e.g., Admin, Power User).

• Users by Group: Categorization of users based on group membership.

You can toggle visibility using the Show/Hide Insights button.

Managing Users

Adding a New User

1. Click New User.

2. Enter the user’s Name and Email ID.

3. Select the Identity Provider for authentication.

4. Assign a Role to the user.

5. Allocate a Group to the user.

6. (Optional) Enable Email Instructions to User to send login instructions.

7. Click Save Changes to confirm or Cancel to discard changes.

8. Use the Download button to export user data if needed.

Editing User Details

1. Click the Edit User icon next to the user’s name.

2. Update the required details in the Edit User modal.

3. Click Save Changes to apply updates.

Locking and Unlocking Users

1. Click the Lock/Unlock icon for the user.

2. Confirm the action in the warning message.

   • Locked users cannot access Regology until they are unlocked.

   • Locking a user does not delete their data.

Deleting Users

1. Click the Delete icon next to the user’s name.

2. In the Migrate & Delete User modal, select a user to transfer associated data.

3. Click Migrate & Delete User to complete the deletion process.

Managing Email Notifications

To configure email notification settings:

1. Click the Email Notifications icon.

2. Adjust the Status, Type, and Date settings as needed.

Filtering Users

To filter users based on specific criteria:

1. Click the Filter menu at the top-right corner.

2. Use the Filters side panel to filter by:

   • Name: Search for specific users or groups.

   • Role: Filter users by role (e.g., Light User, Power User) to refine the list.

   • Account Status: Narrow results by account status (e.g., locked, unlocked).

Roles and Permissions

Regology delivers predefined roles with specific permissions to control access and actions within the platform.

1. Admin User - Full control over all features, including administrative and user management.

2. Power User - Extensive access, with permissions to modify most content but no administrative rights.

3. Light User - Can view and edit certain content but does not have full edit rights.

4. Read-Only User - Restricted to viewing content without editing capabilities.

Legend

• Full Access - User can view, create, edit, and delete content.

• Edit Own - User can modify content they created but not those created by others.

• Comments Only - User can add comments but cannot modify content.

• Read Only - User can only view content without making changes.

• No Access - User cannot view or interact with the content.

Groups

Managing Groups

To manage user groups:

1. Navigate to User Administration and click Groups.

2. View and manage existing groups or create new ones.
   

   

   
   Recommended user groups:

In addition, groups can be created based on functional divisions within your company.

Creating a Group

1. Click New Group in the top-right corner of the page.

2. Enter a Group Name.

3. Use the Add/Remove People field to select users for the group.

4. Click Save Changes to confirm, or Cancel to discard.

Editing a Group

1. Find the group you want to edit.

2. Click the Edit icon (pencil) next to the group name.

3. In the Edit Group window:

• Update Group Name or Short Code if needed.

• Use the Search a user bar to add or remove members.

• Check or uncheck users to adjust membership.
  4. Click Save Changes to confirm or Cancel to discard.