User management

User management basics

• Getting started with user management
• Team page
• User preferences
• Grouping methods

Manage user accounts

• Create a user
• Delete a user
• Suspend a user
• Log in as another user
• Upload a user
• Bulk user actions

HR import

• What is HR import?
• Enable HR import elements
• Configure HR import sources
• Run HR import

User profiles

• What are user profiles?
• View a user's profile
• Using your profile
• Set up default user profile

Roles, permissions and capabilities

• What are roles?
• Assign a system role
• Check system permissions
• Add a new role
• Edit a role
• Default roles
• Capability overview
• Role settings

Managing user data

• User data management
• Create an export type
• Export user data
• Create a purge type
• Purge data manually
• Schedule user deletion

Audiences

• What is an audience?
• Create a set audience
• Add set audience members
• Create a dynamic audience
• Audience rules
• Upload an audience

Job assignments

• What are job assignments?
• Create a job assignment
• Job assignment settings

Positions and organisations

• What are positions?
• Create a position framework
• Create a position
• Assign a position to a user
• What are organisations?
• Create an organisational framework
• Create an organisation
• Assign organisations to users

Authentication methods

• Authentication
• Available authentication methods
• Set an authentication method
• Configure OAuth 2
• Login via Okta
• What is SAML SSO
• Multi-factor authentication for Site Administrators

User policies

• Set user policies
• User policy settings