Work with the Directory
The Directory area allows administrators and secretaries to add users and groups and edit them. When you add a user, you can assign their role for each group they're a member of.
Roles
A user's role determines the permissions they have to access Ideals Board. The following roles are defined and can be assigned to users when they are added to Ideals Board:
Administrator | The highest level of permission and the administrator of Ideals Board. Admins have access to all areas and are responsible for managing groups and user access. |
Secretary | Has view and edit access to certain groups, as applied by the administrator. |
Group member | A member of a specific group or groups, with permission to view all items in it. |
Guest | These users are not members of any particular group and can only view items they have been given view access to. |
Applying user roles means that:
Users only have access to the documents they need
Each user, depending on their role, can focus on their tasks
You can quickly change user access to any information, as required
Read more about:
Sorting, search, and filtering
This is available for both Users and Groups to help teams find what they need instantly.
How to sort by column label
To sort your table, simply hover near the column label and press the icon. This works for all the columns, Name, Status, Group, Profile info %, and Last activity
How to Search
Click into the Search box and type your query and press enter. If you have a matching result, this will appear below.
How to filter
Within the Search box, click the filter icon.
Here you will find the filters for Group or Status:
Once selected, the directory will automatically filter according to your settings.
To clear your filter, press Clear all in the filter dropdown.
Export to XLS
Export to XLSX
You can export Users or Groups to share or analyze your data outside Board.
This will trigger a download of an XLSX file for whatever options you have filtered. If you have no filters on, the whole directory will be exported.
The available information on the export is:
First name
Last name
Job title
Email
Status
Last activity
Groups and roles
Board position
Tenure start date
Tenure end date
Phone
Date of birth
Gender
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