Adding and deleting Adverity users

This guide explains how to add, delete and deactivate users in Adverity.

Introduction

Follow this guide to create a user with access to everything in the Adverity platform except for Explore and Present, if you use these pages. To create a user with access to the Explore and Present pages as well, follow the steps in this guide, and then follow the steps in Adding and deleting Explore & Present users.

This video guide explains how to create a workspace and configure its settings, and how to add a new user and choose their permissions and settings.

Adding a user

To add a user in Adverity, follow these steps:

1. Go to the Administration page.

2. In the secondary menu, click Users.

3. In the top right corner, click + Create user.

4. In Email address, enter the email address of the user.

5. In First Name and Last Name, enter the name of the user.

6. In Groups, select the groups to which the user will belong. Groups control a user's permissions within Adverity. For more information on groups, see Assigning user permissions.

7. Select Active to ensure that the user can access Adverity as soon as you complete this procedure.

8. In Workspaces, select the workspaces to which the user is to be added.

9. In the Profile section, configure the following settings. The user can update these preferences in their profile page.

   • Select Subscribe to newsletter if you want the user to receive the Adverity newsletter.

   • Select Receive notification emails if you want the user to receive email notifications.

   • In Timezone, select the timezone in which the user works.

10. Select Send invitation email to send a welcome email to the user.

11. Click Create.

As a result, the user account is created.

Deleting a user

To delete a user from Adverity, follow these steps:

1. Go to the Administration page.

2. In the secondary menu, click Users.

3. Click the email address of the user you want to delete.

4. At the bottom of the page, click Delete.

5. In the confirmation page, click Yes, I'm sure.

As a result, the user account is deleted along with all the items listed in the confirmation page.

Deactivating a user

To prevent a user from accessing Adverity without deleting their account, you can deactivate their account.

To deactivate a user, follow these steps:

1. Go to the Administration page.

2. In the secondary menu, click Users.

3. Click on the email address of the user you want to deactivate.

4. Deselect the Active checkbox to deactivate the user.

5. Click Save.

As a result, the user account is deactivated, and the user can no longer access Adverity.