User Management

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

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

Add a new user to a Tiled account

Adding users will count toward your total user count.

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

Import multiple users to a Tiled account

Name, email, group, and role are case-sensitive when importing via CSV.

Add or remove users from libraries

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

Option 1: Via Account User Management

Simply 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.  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.

 

Option 2: Via the Library Users page

Alternatively, if you want to add one or more users to a single library, the best way is from the "Users" page of the library you want to add users to. (Note: in order to add users to a library, they must first be in the account.)

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Select the blue plus icon and select "Add User" to bring up the add user wizard

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Select one or more users from the list and click "Next"

Choose a group or role to add them to. To finalize, select the "Add "X" users" button and they will be added to the library.

Delete a 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". 

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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.
    add_users.png
  2. You will be prompted with a modal to create New User a New Group or Import Multiple Users. Select New Group.
    new_group.png
  3. Add the name of your Group. If you would like to Nest your Group within another group check that option.
    Screen_Shot_2022-09-27_at_22.17.25.png
  4. Click Create group

⚠️ IMPORTANT NOTES

Users can only exist in one group, per Library, at a time. 

Users can only see the microapps that are published to their 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: 
    Screenshot_2022-12-01_at_10.41.29_AM.png
  2. You will be prompted with a modal to create New User a New Group or Import Multiple Users. Click New User:
    Screenshot_2022-12-01_at_10.43.43_AM.png

  3. Complete the form with the new user’s name, email, role and group.
    Screenshot_2022-12-01_at_10.46.04_AM.png

User Description
Admin Can manage users, groups, categories and account settings
Editor Can edit, share microapps
Base User Can view microapps that are shared to their specific 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.
    create_users.png
  2. You will see a new pop up modal appear. Download a blank CSV template or upload your pre-created CSV file.
    Modal.png
    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

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⚠️ Important Note

Name, email, group, and role are case-sensitive.

  • If groups and roles in the CSV do not match existing groups and roles, users will be added without a group or role. If a default group and role were selected in the modal, users will be added with the default selections
  • If a user's email pre-exists in a Tiled account, the user will not be added

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

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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

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