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Manage Your Team: Learn to Invite Users, Archive Users, & Edit Groups

Benji Bizzell
Updated

Overview

This article provides a comprehensive guide for managing team members on the PostBeyond platform, including inviting users through various methods such as bulk upload, email, and group invite links, as well as using Single Sign-on options like Google and SAML. It also covers adding and editing individual user information, archiving users for accurate reporting, and reorganizing groups to maintain an effective team structure.

 

Information

Manage Your Team: Learn to Invite Users, Archive Users, & Edit Groups

Learn to Invite Users, Archive Users, & Edit Groups in the PostBeyond platform. In this article, we'll be covering team management, including the different methods of adding users to the platform. You'll learn:

 

Invite Users via Bulk Upload

Pro: one CSV file is used to upload as many users as you'd like and sort them into groups.

Learn more about bulk uploading users

 

Invite Users via Email Invite

Pro: email sent directly from the platform by copying lists of email addresses.

Con: users need to be manually sorted into groups.

Learn more about inviting users via email

 

Pro: users can be added directly to a group.

Con: admin must email all users in each group with a separate link.

Learn more about group invite links

 

Single Sign-on (SSO) Through Google

Pro: very quick setup & very secure.

Con: users need to be manually sorted into groups.

Learn more about SSO through Google

 

Single Sign-on (SSO) Through SAML

Pro: very secure & allows for more customization of login.

Con: Requires IT for setup.

Learn more about SSO through SAML

 

Activity

  • Load users to your platform using one of the above methods.

 

Adding Individual Users and Editing their Information

Once your program is up and running, you may need to add new employees to the platform as they start, or update a specific user's information as it changes. This section will guide you through the process of adding individual users to the platform and updating existing users' information.

 

Activity

  • Add one user to the platform.

 

Archiving, Bulk Archiving, and Reactivating Users

To ensure accurate reporting, it is important to remove users who should no longer have access to the platform, such as former employees, to prevent them from appearing in usage reports.

 

Activity

  • Archive one user by following the instructions provided here.

  • Bulk archive users by following the instructions provided here.

  • Find the previously archived user in your archived users list and unarchive them by following the instructions provided here.

 

Editing Groups

Sometimes, you may want to reorganize your groups. You can learn how to add new groups, rename groups, or delete a group to better manage your team's structure.

 

Activity

Edit the name of one of your groups to reflect the new structure or focus.

 

Helpful Resources

Explore the following articles to learn more about the platform and its features:

 

 

FAQ

What are the pros and cons of inviting users via email on the PostBeyond platform?

The pro of inviting users via email is that the invitation is sent directly from the platform by copying lists of email addresses. The con is that users need to be manually sorted into groups after they accept the invitation.

How does Single Sign-on (SSO) through Google benefit users on the PostBeyond platform?

Single Sign-on (SSO) through Google offers a very quick setup and is very secure. However, users still need to be manually sorted into groups.

What should be done to manage users who no longer should have access to the platform?

Users who should no longer have access, such as former employees, should be archived to prevent them from appearing in usage reports. Instructions for archiving individual or bulk users can be found in the provided links within the article.

Can you edit the information of existing users on the PostBeyond platform?

Yes, the article guides you through the process of adding individual users to the platform and updating existing users' information as needed.

What steps should be taken to reorganize or edit groups in the PostBeyond platform?

To reorganize groups, you can add new groups, rename existing groups, or delete groups to better manage your team's structure. Specific instructions on how to do this are provided in the article.

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