Effective user management is a cornerstone of the eWizard Business Admin service, providing administrators with the tools to oversee and control user access and activities within the platform. Empowering business administrators with tools to effectively manage user accounts and permissions, you can promote a secure, efficient, and adaptable environment that supports your company goals.

Users is a part of the USER MANAGEMENT section where you can view the list of users, create, edit, and delete their accounts within the current eWizard environment.

The main area contains two tabs—USERS and IMPORT HISTORY.

Users

On the top bar of the USERS tab, the following controls are available:

The search box to find the required user faster.
The button to create users.
The more options button with access to three options:
- Select users for bulk actions.
- Export a list of users and save it as a CSV file to your device.
- Import a CSV file with a list of users to add to the eWizard environment.

In the table with the user records, you can do the following:

Edit accounts. For this, click the button in the records list row of the required user.
Delete accounts. For this, click the button in the records list row of the required user.

You can also edit or delete the account on the required user details page. To go to the details page, click the username in the records list.

Set the number of users to display on the page and navigate between pages.

Bulk actions

Bulk actions allow business admins to efficiently perform operations on several user accounts simultaneously. This feature streamlines user management tasks, saving time and reducing the potential for errors that can occur when modifying accounts individually.

To edit the set values for more than one user at a time, do the following on the USERS tab:

Click on the quick access bar.
Choose Select users.
In the list of users, select the user records to include in the bulk operation and click NEXT.
On the Edit page, select the checkboxes next to the parameters to modify and assign new values to them.
Click SAVE to apply the changes. Once the bulk action is complete, you're redirected back to the USERS tab.

Import history

The IMPORT HISTORY tab displays all the successful user import records in a table.

Here, you can find the following data:

AUTHOR—a name of the business admin who ran the user import.
USERS—the names of users created during import.
NUMBER OF USERS—a number of users created during import.
DATE—the date and time of import.

To download the report, clickfor the required import history record.

Create user

To add a new user account:

1. Click on the quick access bar.

2. Fill in the following metadata fields in the Create user pop-up:

Field	Action	Notes
Username	Enter a username	A username is a word, phrase, number, or combination of characters that identifies a user once authentication is required
First name	Enter the user first name
Last name	Enter the user last name
Email	Enter the user email
Password	Enter the password	The password must contain 8 or more characters, a digit, 2 special characters, 2 uppercase letters, 2 lowercase letters
Confirm password	Confirm the password
Roles	Select the user roles	A role is a set of permissions that specifies available options to the user in eWizard services. The role identifies a type or category of user.
Affiliates	Select the user affiliates	Affiliate is a set of users grouped by their access to shared content. All users within the eWizard environment are assigned to one affiliate by default, but eWizard Support can configure the required affiliate hierarchy. As a result, the higher the affiliates are in the hierarchy, the more subaffiliates they can share content with. For example, the highest affiliate is `Viseven` and it has subaffiliates like `Forteris` and `Deeprelax`. The Viseven affiliate members can share their content with the `Viseven`, `Forteris`, and `Deeprelax` affiliates. However, members of `Forteris` and `Deeprelax` can share their content only within their affiliates.
Groups	Select the user groups	Group is a unity of users gathered according to a specific business logic and purpose. You can share eWizard items within the group you belong to. Groups are meant for more accurate and specific user segmentation. Users of different groups can be members of the same affiliate. By default, there are two types of groups: `Custom` and `System`.

The fields marked with asterisks (*) are mandatory.

The Active checkbox is selected by default to allow the user access to the eWizard platform.

Custom fields are a type of additional metadata assigned to a user. To request custom fields, contact eWizard Support.

3. Click SAVE to add the new user to the eWizard environment.

User import

In Business Admin, importing users is a quick and efficient way to manage large groups of eWizard users at once. Instead of manually adding separate users, you can upload a CSV file with all the user information required.

The CSV file for import can hold up to 100 user records. When creating the CSV file, ensure it contains all the columns that correspond to the required metadata fields in the Create user popup. The only exception is password fields, for security reasons.

To launch the user data import:

Unfold the more options menu on the USERS tab.
Select Import.
In the popup that appears, add the required CSV file from your device. The import process starts on the fly.

Business Admin supports up to two import processes running at the same time.

Depending on the number of user records within the CSV file, data import time may vary. You can view the import status in the progress tracker in the bottom-right corner and cancel data import from there, if needed.

Once the process is successful, the import report is available for download from the progress tracker.

You can also download the required report from the IMPORT HISTORY tab.

If the import process fails, you can see the warning icon in the progress tracker and the error message in the upper-right corner of the page.

Importing creates new eWizard users only. It doesn't update existing user records. If the uploaded CSV file includes a user already existing in eWizard, even with different metadata, the system will neither add nor update that user.

User limits

You can create any number of accounts in the User section.

To configure user limits, direct your request to eWizard Support.

If you've set the limit on user account creation and reached it, you're notified with the tooltip.

The maximum number of users is the sum of active and inactive users. To create a new user once the limit is reached, delete any account that's no longer required or contact eWizard Support to increase the limit.