Account Settings: User Management

There are 2 ares to manage users in Tiled; the Account Settings and the Library Settings. Users must be added to a Tiled account from the Account Settings (or by being auto-provisioned via SSO) to have access to Tiled. Users can be added to a library once they have been granted access to the account. Tiled’s User Management feature allows Account Admins to manage user groups, user roles and user permissions. In order to add users to Tiled Libraries, they must first be added to the Tiled account. The following guide will instruct you to add a user to an account through User Management in the Account Settings.

Accessing User Management

1. Click the gear icon in the bottom left corner.
2. Click User management.

Add a new user to a Tiled account

1. From the User management settings click the blue plus button.
2. Add the name and email of the user. If you would like to make the user an Account Admin toggle the checkbox on.
3. Select the libraries you would like to add the user to. (If the user is made an Account Admin the user will have access to all libraries by default.) 
4. The Send welcome emails box is checked by default. We highly recommend leaving the setting enabled.
5. Click Create new user.

Import multiple users to a Tiled account

1. From the User management settings click the blue plus button.
2. Select Import Multiple Users.
3. Click upload a CSV. (Note: Name, email, group, and role are case-sensitive when importing via CSV.)
4. Choose the libraries to add the users to.
5. Click Import Users.

You will receive a confirmation modal letting you know how many users were added successfully and if there were any errors.

Add or remove user from a library

Once a user is added to the account, you can easily modify their library access. 

1. Navigate to the User management section, and identify the user you wish to modify.
2. Click the side arrow next to the user's name to expand the user and see what libraries they already have access to, as well as their roles in those libraries.
3. From here you can either add them to additional libraries or remove them from one or more libraries via the "X" icon on the right.

Delete a user from a Tiled account

1. Navigate to the User management section, and identify the user you wish to modify.
2. Click the three dots menu on the user.
3. Select Delete user.

User Management (Legacy)

Accessing User Management

In the top right corner of the Tiled navigation click on your user profile. A dropdown will appear, click on "User Management". 

Adding Groups

As an Admin, you have the ability to Groups to a Tiled account. Groups must be created first before users can be added to them. We recommend creating groups for your company’s teams or divisions; a group for Marketing; and/or a Test Group for publishing microapps. You can create an unlimited number of groups but we suggest keeping it simple.

1. Once on the User Management page you will see a list of all groups that have been created in the account. To add a new group, click on the black box with the ‘+’ sign on the far right side of the page.
   
2. You will be prompted with a modal to create New User a New Group or Import Multiple Users. Select New Group.
   
   
3. Add the name of your Group. If you would like to Nest your Group within another group check that option.
   
   
4. Click Create group

Adding New Users

As an Admin, you have the ability to add individual users or a group of users via CSV. 

1. Once on the User Management page you will see a list of all groups that have been created in the account. To add a new user, click on the black box with the ‘+’ sign on the far right side of the page: 
   

2. You will be prompted with a modal to create New User a New Group or Import Multiple Users. Click New User:
   

3. Complete the form with the new user’s name, email, role and group.
   

Note: We highly recommend leaving the Send Welcome Emails enabled.

Import Multiple Users at Once

1. When arriving at the "Create Users" Screen select import multiple users at once.
   
2. You will see a new pop up modal appear. Download a blank CSV template or upload your pre-created CSV file.
   
   Note: You can select default group and default role if your CSV does not have those columns filled out for each user. Pre-existing groups and roles will only appear in the drop-downs.
   Note: By default, the Send Activation Emails option is checked. We highly recommend leaving this option enabled.
3. Add or edit users by uploading the CSV file with user info such as names, roles, and groups

You will receive a confirmation modal letting you know how many users were added successfully and if there were any errors

Note: If there are any errors you will be able to download unsaved users

Roles and Permissions

• To make edits to roles and customize permissions, go to User Management and click on View Roles & Permissions
• There you will see all roles that have been created.  You can create a new role by clicking the black + button on the top left
• To revise any of the customizations of roles or groups, click the pencil icon