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:
- In the tab menu, click on “Admin”
- Click “USERS”, under “ADMIN” in the left menu.
- Click “Add user”
- Fill out First name, Last name and Email address and other relevant user details.
- Choose the correct organisational units
- Choose user roles
- Make sure the user has the correct user roles in the “Current roles” menu
- 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”.
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:
Right-click the organization's "root", that is, the top organizational folder, and select "Add unit"
You can also add subunits within the subunits, as well as remove and edit those.
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 () to the right of a users name. 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.
If you do not find the user / contact you want to deactivate / delete, use the search field or sort by roles.
3.2.1 Delete a users/contacts
1.Admin -> select the user you want to delete and right click
2.Tap Delete account
3. Enter the reason for deletion
4. Press Yes, delete user (s)
3.2.2 Delete a group of users/contacts
If you are the main administrator of your organization, you may also delete several contacts at once.To do this in Admin > Users, left-click on any of the users that you'd like to delete. When you've done your preferred selection, right-click, and choose "Delete account". You will then have to confirm your choice again - remember, this is permanent!
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.
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.