Meeds Documentation
meeds.ioTry Now
  • Meeds Documentation
  • USER GUIDE
    • 👨‍💻Getting Started
      • 🌐Exploring Community Hubs
      • 🚪Joining a Hub
      • 📳Installing the App
    • 🚀Exploring a Meeds Hub
      • 🧐Finding Your Way Around
      • 🏆Starting to contribute
      • 💼Entering your Workspace
        • 📰Exploring the News Center
      • 👤Browsing People & Spaces
    • 🏆Participating & Contributing
      • 🧐Two action types
      • 🔎Browsing actions to do
      • 📣Submitting your contribution
      • 🔌Using our automatic actions
      • 👀Viewing contributions programs
      • ✅Tracking your contributions
    • Setting Up your Account
      • 👤Updating Your Profile
      • 🔏Updating Your Password
      • 💰Initializing your wallet
      • 🔔Updating Personal Notifications
      • 🔌Linking your Accounts
        • 🐦X (Twitter)
        • 🐙GitHub
        • 🌐Crowdin
    • 💡Discovering Helpful Features
      • 🔔Getting notified
      • 🔍Searching for content
      • ⭐Creating your Favorite list
      • 📌Listing your applications
    • 🏅Earning Recognition
      • 🙏Praising Others with Kudos
      • Building your Reputation
    • 💝Earning Rewards & Perks
      • 🧑‍🏫Understanding Reward Rules
      • 📈Tracking Your Rewards
      • 🛒Claiming Your Perks
    • Administering a Space
      • ➕Creating a space
      • ✨Updating Identity & Access
      • 👥Inviting Users & Guests
      • Managing Space Roles
      • Categorizing your space
      • 🏤Leading Your Community
      • Managing Space News
      • 📣Showcasing your space
    • 👥Collaborating in Spaces
      • 👋Joining a space
      • 🤝Collaborating as a team or on a project
      • 📣Sharing informations
      • 🗞️Sharing News in Spaces
      • 👍Sharing and interacting
      • ⭐Referencing content with #tags.
      • 📋Documenting procedures and reports
      • 📑Tracking Tasks
  • Admin Guide
    • 👩‍💻Introduction
    • ⚙️Setting Up Meeds
      • 🚀Quick setup
        • Branding Customization
        • Language Management
        • Notifications Settings
        • Appcenter Setup
      • 😎Advanced Setup
        • Topbar & Sidebar Customization
        • Login Page Customization
        • Platform Access
        • Public Site Management
        • Terms & Conditions
        • Customizing the Overview
    • Organizing Communities
      • Managing Space Templates
      • Managing Spaces
      • Bind a space to a group of users
      • Customizing spaces directories
    • 👥Managing Users
      • Create and Manage Users
      • Manage User Rights
      • Add a user group
    • Managing Applications
    • 📡Managing Content
      • Managing News
      • 🖼️Managing Image Storage
    • 💝Designing Incentives
      • Quick Steps to Design Programs
      • 🌐Building a translation program on Crowdin
      • 🐦Growing your audience on X
      • 🐙Fostering open collaboration on GitHub
    • 🎁Managing Contributions
      • Kudos Configuration
      • Badges Management
      • Contributions Review
      • 🧩Gamification Connectors
        • 🐙GitHub
        • 🐦X (Twitter)
        • 🌐Crowdin
        • 💎Ethereum
    • 💲Managing Rewards
      • Setup
      • Wallets Management
      • Rewards Management
      • Meeds Rewards Program
    • 🌐Managing Sites & Pages
      • Managing Websites
        • Editing Navigation
          • Adding a Page
          • Editing Pages
      • Managing Portlets
        • Creating Gadgets
      • Managing Section Templates
      • Managing Page Templates
      • Managing Site Templates
    • 🎨Advanced Customization
      • Managing Categories
      • 📊Analytics
  • Meeds DAO
    • 🌕MEED Token
    • ⚖️xMEED Token
Powered by GitBook
On this page
  • Create Individual Users
  • Create Users in Bulk
  • Search for users
  • View User Informations

Was this helpful?

Edit on GitHub
  1. Admin Guide
  2. Managing Users

Create and Manage Users

Create, invite users

PreviousManaging UsersNextManage User Rights

Last updated 5 months ago

Was this helpful?

Create Individual Users

Add a user

  • Go to the user management section from the administration site.

  • Access the user creation form by clicking on 'Add User.'

  • The form opens, prompting you to add information. All fields are mandatory.

Recommendations

Username: Use the format [first name].[last name] without accents or special characters

Name, first name: Provide information (minimum 3 characters), no numbers allowed

Email: Enter the email used for invitations, notifications, and authentication

Password: Pre-enter a temporary password the user can change during the invitation process

Choose to invite the user to join the platform

  • Once created, find the user in the list of active users

  • Optionally, invite the user by clicking on the envelope icon in the interface

  • An email will be sent to the user to join the platform

  • The email includes a link to customize their password, valid for 24 hours.

Note

  • If necessary, resend the email by clicking on the envelope again.

  • Once the user has joined the platform, it's not possible to resend this email.

Create Users in Bulk

  • Import users in bulk by uploading the .csv file

  • If users already exist, their information will be updated. Consistency checks are done on the username and email

Find below attached a template file to prepare your .csv file:

  • Use the 'Import by CSV file' option in the user management section

  • Select the prepared file,

  • And launch the import

Select users and choose an action:

  • Invite en masse: Users who haven't connected will receive an email.

  • Disable en masse: Selected users will be deactivated, preventing platform access.

  • Enable en masse: Activates selected users (if disabled), restoring their previous rights.

Search for users

Search for users from the user management section:

  • Use the text field to filter by user name or first name.

  • Use advanced filters to filter by status: Connected, Never connected, Enrolled, Never enrolled, No enrollment possible, Internal, External.

View User Informations

For each user, you can:

  • View information: ID, first name, last name, email.

  • Track their status: last connection, enrollment, activated/deactivated, user data source, internal/external.

  • Access user roles: Clicking on them provides a summary of these rights.

  • Modify the record: Change name, first name, email, and password if needed.

To create an external user, invite them from a designated space. They will be automatically considered external.

Create a .csv file with user details

Additional information such as function, organization, location, etc., can be included by contacting the Meeds representative.

Import Users

If errors occur during import, a report helps you understand and modify the information.

Mass Actions on User Data

👥
👉
✅
✅
✅
✅
👉
💡
⚠️
👉
💡
👉
💡
👉
98B
import.csv