As an admin user, you have the ability to manage and control access to Demoboost for all users within your organization. This guide will walk you through the process of managing user access, from viewing the user list to adding or modifying user details, and deactivating accounts when necessary.
1. Accessing the User List
As an admin, you will receive access to a list of users. This list serves as a centralized location where you can view all user information. Here’s what you’ll find in this view:
- User Information: Each entry displays the user’s full name, email address, account status (active or inactive), and the date their account was created.
- Empty Fields: For not yet existing users, you will see empty cells that need to be filled in.
- Modify User Button: Next to each user entry, there is a "Modify User" button. This button allows you to either create new user entries or update existing ones. By clicking this button, you can keep user information accurate and up to date.
This view helps you track which users are currently active and which fields still need input, making it easy to ensure all users have the necessary access and information.
2.Creating a New User
When you click the "Modify User" button on a user entry with empty fields, you will be redirected to a user creation form. This form is designed to collect all the necessary information required to set up a new user account. Here’s what you will need to provide:
- Email: The user’s email address, it will serve as a login to Demoboost.
- Full Name: The user’s complete name.
- License Type: Specify whether the user has access to Tours or Overlay.
- User Type: Specify whether the user is a presenter or a creator.
Once you fill out this form and submit the details, we will be informed and the user will be created. A welcome email will be sent to the user’s inbox, containing instructions on how to access their account and start using Demoboost.
3. Managing Existing Users
By clicking the "Modify User" button for an already existing user, you will be able to update their details. The most common use case for modifying a user is deactivating an account.
Deactivating a user is useful when an employee no longer works for your organization or if you need to transfer access to another user. Since your license count is limited, deactivating an unused account allows you to free up a license slot.
After deactivating a user, their account will be marked as inactive. The user will no longer have access to Demoboost.
