Managing Existing Users
To modify roles of existing users or give additional rights:
Click the Setup link in the top right corner of the window.
Select the Database tab.
Click Sharing/ Roles > Manage existing users shares in the setup menu. The system will display a list of users:
Choose a user from the list and click Edit in a corresponding list row to modify user’s role and additional rights. The following form will appear:
When finished, click Save to apply changes; click Save and Invite to send an invitation e-mail to the user. Click Cancel to discard changes.
To delete a user, click the Del button in the necessary row of the users list. In the displayed dialog box choose OK to confirm deletion.
In addition, there are filters at the top of the user list. You can enter words or some letters into the User field to find corresponding users. Also, you can filter users by Role, Setup Permission, Default Set, External User and Last Accessed dropdowns.
To edit and/or invite many (or all) users from the list at once, tick the checkboxes near corresponding users (or the Action checkbox) and click the Edit and Invite button at the top of the list.
After that you should use the displayed form to set user , define , include users to the or not. You can activate the external user option in case the is included into your database. Also, the Invite option allows to send invitation e-mails to the chosen users.
When finished, click Save to apply changes or click Cancel to discard changes.
The Quick Share button allows to add and to invite new users to the database.
Click Save if you simply want to add users to the system. Click Save and Invite if you want to add users to the system and send them invitation e-mails (e-mails with temporary passwords will be sent at the specified e-mail addresses) after which the users will be able to register in the system. Click Cancel to discard changes.
In addition, there is the Export button at the top of the list of users. This button allows to export all listed user names and options to a csv file.
Moreover, you can apply filters to display a list of users you need and then export this data to a csv file.
Next: Managing Public Users