Appical

Add and manage users in the user management page.

How to use the User Management page

Dennis Vos

Malu Kooijman

Discover how to manage users and roles, and make adjustments to user settings.

User Management

Learn how to locate users in AppicalNow's User Management section by adjusting filters and search settings when users seem missing.

How to Find a User in User Management

Learn how to perform bulk actions such as resending invites, activating, archiving, or deleting users in the user management section.

How to Perform Bulk Actions in User Management

General

Roles within AppicalNow

What is the manager function or role within Appical?

Manager function (Manager Toolkit)

Learn about the additional roles available and how they allow you to control permissions for users managing content.

Assigning Specialised Roles to Control Content and User Permissions

Allow user managers access only to users in the same group, limiting data visibility by group for reporting and user management.

How to add External User Managers

Add the Manager function to any account and allow colleagues to follow the progress and engage with new hires.

How to add the manager function to any account

Understanding why you may have restricted access in AppicalNow and how to resolve it.

Why do I have limited access to AppicalNow?

Managing Roles & Permissions

This guide will help you complete the process after receiving an Open Invite email to access your onboarding program.

User Guide: Completing your registration through an email invitation  (Open Invite)

How to manage your open invites

How to add an user by single invite

Adding user(s) by using the Open Invite option.

How to add user(s) by using Open Invite

Adding multiple users by using the CSV import option

How to invite users by using CSV import

Who can add users?

Adding Users

How to delete a user

Removing personally identifiable information from data sets ensures that individuals referenced in the data remain anonymous.

How to Anonymise an user

Learn when to archive or deactivate a user account and how to do that.

How to archive (deactivate) a user

Learn how to active / reactivate an archived user or also called deactivated user.

How to activate an Archived (Deactivated) user

Activate, Archive/Anonymise or Delete users

Learn how to create and manage user groups for reporting and file sharing for multiple users.

How to create and manage a Group

Deactivate a group and archive all users in it

How to deactivate a Group

Add a follower that receives updates on a users' or groups' progress and scores.

How to add a follower to a group

Groups

how to reset user’s progress, allowing them to restart a course from the beginning by clearing previous scores and completion data.

How to reset user progress

Send an email where users can reset their password.

How to send a Reset Password email to a user

User Settings

Assign tags to users to provide them with content tailored specifically to their interests or needs.

How to add Tags to users

Learn how to restrict the stories or chapters editors can see and edit by assigning contextual tags to their profiles.