About user management updates - 20 December 2023
We've enhanced admin capabilities by streamlining team and client management. Users' information is now more accessible, facilitating quicker review, and we've simplified the management of various user settings that previously required navigating into individual accounts.
Viewing information about users at a glance
When you access the user management area, you’ll now be able to easily view the usage of profiles and custom reports across all your users. We’ve chosen to display this information over the permission group assigned to a user since the number of profiles and custom reports you can set up is based on your plan and any additional user allocations you’ve purchased.
This should help you better understand what’s being used and easily evaluate where this could be adjusted to ensure you get the most out of your plan.
Setting up custom permission groups, which was the previous information being shown, is only available on select plans and, therefore, wasn't beneficial for many admins to see here.
Can I still easily see which users have which permissions groups applied?
Yes, you can still use the user filter option to do this. By default, it displays any permission groups you’ve set up to select from in the drop-down list. Once you’ve selected the relevant permissions group, only users with that permission group applied will be displayed.
Managing and updating user preferences
Previously, many of the settings for a user account were only available via the 'Preferences' area for that particular user, including many of their personal and publishing preferences. After originally creating a user through the 'Manage Users' area, any subsequent changes to settings, such as changing the time zone for that user, required switching into their dashboard. To simplify this process for admins, you can now configure these settings while creating or editing a specific user.
We’ve also made some settings more prominent, such as user type, and added more context around these options via tooltips so you can more easily understand what these options mean and how to configure these settings to align with your workflows and the outcomes you want to achieve.
Do I need to configure these settings when setting up a new user?
No, all the settings have a default, so you only need to adjust them where needed. With this update, we’ve also highlighted the specific information required in order to create a user for additional clarity.
If a user changes any of these settings, will this be reflected when editing that user?
Yes, you’ll see exactly what settings are applied to that user at that time and any additional information provided for that setting, such as valid IP addresses, so you can feel confident when updating these settings.
We’ve also made some updates to help improve security so you can feel confident that your account and your users are safe.
Requiring that any new passwords set for a user include:
- At least eight (8) characters
- One uppercase character
- One number
- One symbol
Changing access details on your own account
If a user changes any of the following on their own user account via 'Preferences' (see Change personal preferences), they will be prompted to enter their current password before these changes will be made:
- Email address
- Valid IP(s)
This update applies to all users, but admins can still adjust these details via the 'Manage Users' area when editing that user account.
If you have any additional questions, please feel free to submit a ticket, and we'll be happy to respond.