Users

Owned by Liz Griffin (Unlicensed)
Last updated: Nov 06, 2018 by Support Desk
3 min read

Applies To Version(s): 3, 3.5 & 3.7


About - Managing Users

A ShareVision Administrator has the ability to create and control what users can log into the system, and which areas they can access.  


Create a New User

Getting Here

How-To

There are two ways to create new users in ShareVision:


Create a New User from the Site Actions menu

Create a New User from the Contact Manager

Disable/Enable Users

Getting Here

There are two ways to access the Disable/Enable Users page:

  1. Site Actions > Disable/Enable User
  2. Site Actions > Site Settings > Disable/Enable User in the Users and Permissions section.

How-To

Administrators have the ability to disable/enable users as needed.  The Administrators have the ability to see user's who have been disabled by the admin and users who been disabled by multiple failed login attempts. The Administrator is able to enable users from this page. 


Video Example

Activate or Deactivate an Individual

Requirement:

 Administrator-level access

There are two ways to do this:

  1. Open the Contacts Manager, search for the individual, and click on their name. Click edit in the Person Details Web part. Check or uncheck the Active box. Click OK to save.
  2. Open the Profiles list from the All Site Content page. Hover over view and select edit from the drop list. Check or uncheck the Active box. Click OK to save.

Change Password 

Getting Here

There are two ways of getting to the password change page:

 Version 3

Version 3.5 & 3.7

How-To

Users have the ability to change their own passwords.  ShareVision Administrators can change not only their own, but also the passwords for other users.  The page itself includes detailed instructions for password requirements.

Click on image to expand

Changing Usernames and Display Names

Changing Usernames

Usernames can only be changed by Sharevision developers.  However, there is a workaround in the event that an administrator needs to change a username:

  1. Administrators may create a new username for a staff member.
  2. Then, each record associated with the original username must be manually updated to be associated with the new username.
  3. Finally, administrators may deactivate or delete the original username from the site.

Changing display names

Users have the ability to change their own display names:

  1. Logged-in users can open the Welcome User menu in the ShareVision Website Header.
  2. Select My Settings.
  3. Click Edit item in the toolbar.
  4. Edit the display name in the Name column.


As well, Administrators can change a user's display name:

  1. Go to Site Actions > Site Settings > People and Groups > All People.
  2. Click on the user's name.
  3. Click Edit item in the toolbar.

  4. Edit the display name in the Name column.

See: 

Site Settings - Users and Permissions

People and Groups


Related Articles