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Users

ExorLive is built to handle everything from a single user to major international organizations. Therefore, ExorLive has a solid and rich management system.

Organisational administrator should have access to a separate "Admin" tab. From here it is possible to manage user accounts, enable automated actions, change print settings and appearance of ExorLive and ExorLive Go, adjust program tags and more.

Additionally, the support team at ExorLive has an overarching administration system to handle more advanced tasks.

In “USERS” under ADMIN, you can add new users, administer user roles og search in existing users with the help of different filters. You are also able to save your whole user list in a .CSV file.

 

1. Add user

As an administrator, you can add new users as follows:

  1. In the tab menu, click on “Admin”
  2. Click “USERS”, under “ADMIN” in the left menu.
  3. Click “Add user”
  4. Fill out First name, Last name and Email address and other relevant user details.
  5. Choose the correct organisational unit
  6. Choose user role
  7. Make sure the user has the correct user roles in the “Current roles” menu
  8. If you wish to activate the user immediately, click on “Save and send activation”. If you wish to activate the user at a later point in time, click on “SAVE AND CLOSE”.

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The user should now show up in the user list.

 

2. Organisational structure and subunits

In ExorLive, you have the opportunity to represent your organizational structure in the form of a tree structure. This can be especially useful when your organization has multiple subunits with ExorLive users. By having users in their associated subunits, you can restrict their rights to only apply to the specific sub-units they belong to. It will also give you better overview, sort and filter users, as well as make it easier to perform user searches. 

You can create and edit the organisational structure as follows:

  1. Right-click the organization's "root", that is, the top organizational folder, and select "Add unit"

  2. You can also add subunits within the subunits, as well as remove and edit those.

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3. Open, edit and delete a user/contact  

3.1 Open and edit a user

You can open user details by double clicking on the user in the user list, or clicking on the info-icon (image-2__8_.png) to the right of a users name. You should see the following:

Here you can activate/deactivate users, as well as delete a user. If a user is not activated from before, you can send an activation link to users email address.

 

3.2 Deactivate and Delete users/contacts

An Administrator can deactivate a contact by opening "User details" and clicking "Deactivate". If you want to completely delete a user from your organisation, you can click on "Delete". 

Note! By deleting a user/contact, all the training programs, saved to the user/contact, will be deleted as well. We therefore recommend to use "Deactivate"-function, for the most part. 

 

4. User list: Search, filter, sort and download user list

4.1 Find a user/contact and search in user list

You can find users by searching in the search field, in the top right corner.

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4.2 Filter user list

For a quickers search, use filters to filter the user list. You can filter by user roles or by organisations sub units. 

4.2.1 Filter by user roles

By clicking on the drop down menu, to the left of the search field, you can filter users/contacts by the roles they have in the system.

4.2.2 Filtrer by organisations subunits

If you know the which organisational unit the user belongs to, you can choose to only search through the given unit.

If you are a rootadministrator you can check the box “Search all units” to see all the users in the organisation, without having to navigate to the desired unit.

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