Setting User Ranks
Now you're ready to modify your users that have joined your community. Follow the guide below!
Make sure that you've viewed the Creating Departments guide and have created at least one department prior to modifying user permissions.
Navigate to the Accounts Panel
To access the "Accounts Panel", head to Administrative Panel > User Accounts
Within this "Accounts Panel" is where you'll be able to see every user that has joined your community. From here you can click each row to edit their information and permissions.
Editing Account Information
If you would like to simply edit a user's account information just left-click a user's row on the User Accounts table. Doing so will bring up a dialog that will allow you to modify a user's account information by setting their Rank, Identifier, etc. Setting a user's rank(s) will assign the individual the permissions and power associated with those rank(s).
When assigning someone identifier(s) you must press enter while in the input to add the identifier.
In order for permissions to be used the user must have a "System Status" of ACTIVE. Archiving a user will revoke all the user's permissions and limit their access to your community's CMS.
Assign Rank to Multiple Accounts
In the User Accounts viewer, you can now tick the checkboxes to select multiple accounts at once. This will allow you to perform actions on multiple accounts at once.
Once you have selected the desired accounts, click on the new orange Actions button above to open a dropdown of every action you can perform. For rank management, you have the following options:
Set Ranks will automatically replace all assigned ranks with whatever rank you specify
Add/Remove Ranks Allows you to add or remove any ranks to selected accounts
You can also perform administrative actions (currently Kick, Ban, and Archive) on multiple users at once through this dropdown.
Alternate User Accounts Table Actions
Instead of left-clicking a user's row you can right-click which will prompt you with two actions:
Edit Account Information which will pop up with the above dialog
View Member Profile will redirect you to the user's community profile which will provide more information.
If you have permission to edit the individuals information in the Account Viewer you can edit the member's name in their Community Profile by clicking their name or the blue pencil shown to the right of it. The pencil will only show if you have permission.
Granting Expiring Ranks
All ranks can be set to expire after a certain amount of time or at a specific time, below will explain how to set a rank to expire.
To start you'll need to grant an individual the rank you want to expire.
Once you've chosen the rank you can now click the yellow Set to Expire button.
This will open up a dialog where you can decide whether you want the rank to expire after a certain amount of time or on a specific time.
Once you're happy with the expiration settings, just click the green"Set Expiration button.
Checks for rank expirations are done upon each fetch of the account and not currently periodically checked.
Filtering Users by Rank
In the User Accounts page, you can filter users by rank so that only users who hold the rank(s) you've selected will be shown.
To filter by rank, open the dropdown menu to the right of where it says User Accounts:. In there you can department sub-menus and click on ranks to filter them. You can select multiple ranks to filter if you would like.
To clear filters, you can either click the X in the menu box, or select No Rank Filter in the dropdown.
Below that you can alternatively choose to display Pending, Banned, or Archived members.
Grant Rank on Join
These settings can be found in Admin Panel > Customization > Advanced
You can automatically grant a default rank for all users who join your community. This could be used if you want to have a specific rank for inquiring members that only gives them access to certain forms. In this case you would set their On Join Status to Active and their On Join Role to whatever role you've designated for this.
Alternatively, you could set their On Join Status to Pending, which would automatically prompt them to fill out a form.
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