Adding, modifying, and deleting a user account

This article covers everything you need to know about adding, modifying, and deleting user accounts on your Scoro site.

1. Adding a new user account

To add a new user account, go to Settings > Administration > Users and groups and click on Add user. 

The user account page is divided into three blocks -- User details, Categories, and Additional details. Let's go through the options in each of them!

1.1. User details

The User details fields are more user detail related. Categories cover the permission sets and data the user should have access to. And Additional details is a checkbox that is marked by default before you save the changes to send out an invitation to this user.

The admin user who creates the user account should fill in the mandatory fields about the user. Mandatory fields are marked with the asterisk next to the field name: 

From the Business function and Position drop-down fields, simply select the closest type that fits the most. The main purpose of both fields is to make your user experience more relevant – you get notified of product updates that are more likely relevant for your workflows instead of getting everything.

While filling in the user account details, we also suggest uploading a picture for every user. That way, it's easy to recognize users, for example, under different group events. Each user can edit their profile details later on as well and update their user account as wished, under Settings > My settings > Profile.

1.2. Categories

Define their access rights by assigning a permission set. Read more about permission sets and how they work.

In addition to choosing a permission set for the user, also decide whether the user has administrator rights or not. Site administrators have the right to create user accounts, assign permissions to others, and manage the subscription of the site.

If you've enabled roles for your site, you also need to assign the user to a role. Read more about roles.

1.3. Additional details

If your site has Single sign-on (SSO) enabled and you want to enable regular username and password login access for this user, tick the Allow regular login in addition to SSO checkbox.

Tick the Send an invitation e-mail checkbox to send the person an invitation to activate their account. The activation link will be valid for 7 days. If the time has passed and they haven't activated their account yet, resend the invitation by ticking the checkbox again and saving the changes.

After creating the new user account, it is marked as active and occupies one user seat on your site.

If the user hasn't accepted their invitation and activated their account, you'll see the Account not activated banner.

2. Modifying a user account

To modify a user account, click on the user's image or name. Follow the instructions in the above section to modify the user account details.

3. Deleting a user account

An account cannot be deleted in order not to break links created with the user, but you can disable an account:

1. Switch off the Account is active toggle
2. Wait 3- 5 seconds for the system to complete the request, and click Save.

Once disabled, the user will not be able to log in anymore, but the history of user activity remains in the system. When a user account is marked as inactive, this user seat becomes available.