Appical

Discover how to manage users and roles, and make adjustments as needed.

User Management

Add and manage users in the user management page.

How to use the User Management page

Learn how to locate users in the 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

How to navigate User Management, find specific users, and perform bulk actions.

General

Roles within Appical

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 role to any account

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

Why do I have limited access to Appical Editor side?

Manager role (Manager Toolkit)

How to manage user roles and permissions within Appical.

Managing Roles & Permissions

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?

How to add new users individually or in bulk.

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

How to activate, archive, anonymise, or delete user accounts.

Managing User Status

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

How to configure settings for individual users.

User Account 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.

Add Contextual Tags to Editors

How to use contextual tagging to organise and segment users.

Contextual Tagging

Add an extra layer of security to your account(s).

How to log in using Two Factor Authentication (TFA)

Forgot you password? Learn how to set a new password.

How to set a new password

Understand the requirements for creating a strong password to protect your account and learn how to comply with more stringent policies.

Password Policy (Basic)

Password Policy (Strong)

Learn more about configuring and managing password settings.

Password Policy

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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