User Management Solutions

“What’s The Best Way to Remove Community Users Based on Project Engagement in Bulk? I Don’t Want to Manually Remove The User List.”

How to Make the User List View Column Show Date Stamps

Why can't a user/team search for users in the search bar/view user summaries

"Why can I import users on the team I've created?"

 

“What’s The Best Way to Remove Community Users Based on Project Engagement in Bulk? I Don’t Want to Manually Remove The User List.” 

What to check for:

Confirm the user is on a team with User Management role access. (Admin Team - Community Level, PM or Support Team - Project Level) 

Why: 

You will need the above access to perform the “Add Comment” and “Remove Users” management actions. 

Suggested Solution:

From Project User Management the user can create a Filter/View using the action "add comment to users" where they can add a comment to a specific set of users based on their engagement as desired. Then, from the community level Community User Management, they can create a custom filter using the Data Set > User Account and the Item > Community Comments to execute the users who have comments added to their profile. From there, the user can select all users from the results once executed and remove them with the “remove users” action. 

How to Make the User List View Column Show Date Stamps

What to check for: 

In the user's preferences, confirm if the "use relative dates" setting is checked.

Why:

If this setting is enabled then the user will see relative dates such as "last week, yesterday, 1 hour ago", etc vs the actual date stamp.

Suggested Solution: 

Uncheck the relative date setting in the user's preference and submit the changes to see the date stamps in the user list view column. 

Can't search for users or view user summaries

 

What to check for: 

To search at the community level the user must be on an admin level team with the "Access community search" role enabled. To search for users and see user summaries at the project level the user must be on a PM or Support team with the "Access user details" role checked. Note: these are separate search functions, a user can have access to either/or.

Why:

This functionality requires specific roles to be enabled.

"Why can't I import users on the team I've created in my Project?"

What to check for:

If the team was created in a Project Manager User Role. 

Why:

You won't be able to import users for teams created in PM User Roles (which is intended just in case there are accidents importing users who shouldn't be on admin teams and granting them access to those management roles by mistake).

Suggested Solution:

Swiftly quick invite the users via the "invite to project" option > paste their email addresses > select the PM team > and if you want them to skip the invitation pool and convert them automatically you'd select both of the customize options.