User Accounts & User Groups

How to create new user accounts?

Before a user can use the system, a user account should be created. You can do this by using an account with the “Root Administrator” or “HR” role type.

From the upper right-hand corner, mouse over the “Gear” button and then click the “Admin Panel” option.

After you click on the “Admin Panel”, the system will bring you to the “User List” screen. You can set an account status to “Active” or “Suspended” with this User List screen.

Create a new account

In order to create a new user account, simply click on the “+New User” button.

To create the new user account, you should input some basic fields:

Other optional fields you can prepare for the new user account:

You should also maintain the Dragonce information of the user account.

Allow Access: access control of the user to use a different platform

After filling in the user details, you can now assign the user account to the groups created in the system.

You can simply click the “+” icon of the groups from the Group List and the assigned groups will be moved to the “Groups” section to let you know which groups the users are assigned.

Prepare the user account with a new password.

Click the “Create” button to create the user account.

You can also create/update the user accounts by batch, please reference to the document below:

How to create or update user accounts in bulk?

Beside creating user accounts one by one individually, you can upload user accounts by batch with an upload template. You can do this by using an account with the “Root Administrator” or “HR” role type. 

From the upper right-hand corner, mouse over the “Gear” button and then click the “Admin Panel” option.

After you click on the “Admin Panel”, the system will bring you to the “User List” screen. You can set an account status to “Active” or “Suspended” with this User List screen. 

Import user accounts

Click the ‘Import’ button to upload user accounts by batch.

Click the ‘Download Sample File’ button for an upload file template.

Open the template, follow the example to fill in the user information for the upload. When the upload file is ready, you can click the ‘Upload File’ button to upload.

Click ‘Continue’ to upload the user accounts.

What is a User Group and how to create it?

Group Settings

Group Settings store group information and user grouping hierarchy. This feature is helpful for grouping related users together so they can be selected as a group quickly in the 'user and group' picker. The settings are subscriber-based, meaning that any changes made to the settings apply to all Apps, Circulars, and the Messenger of the same subscriber.

You can create or edit a Group by using an account with the “Root Administrator” or “HR” role type.

Click the “Gear” button from the upper right-hand corner and then click the “Admin Panel” option.

From the left-hand side of the screen, select “Groups”. You should be able to see all Groups created for a subscriber.

You can change the view of the Group List by choosing the options from the right upper-hand corner of the screen.

Below are the meanings of the icons of a Group:

Adding Single User Group

In order to add a new group for a subscriber, simply click on the “+Add Group” button and the system will bring you to the “Add New Group” screen.

To create a new Group, you only need to fill in the “Group Name” as a mandatory field. The “Description” and “Tag” are optional and used for Group filtering and searching. You can change all these fields when needed.

Click the “Save” button to create the new Group or “Save & New” to create a new Group and go to the “Add New Group” screen again for another new Group creation.

You can now assign/remove members to the groups of the subscriber.

Batch Insert User Groups

You can perform a mass create/update of the user groups with the ‘Batch Insert’ function.

After clicking the ‘Batch Insert’ button, you can download the upload template by clicking the ‘Sample file’ link.

Open the template file and you should be able to see the detailed instructions on how to fill in the file template so we will not go through them again here.

After filling the file, click the ‘Choose File’ button and choose the file you prepared to create/update the User Groups.

Review User & Group (For export data)

After creating and adding users to a user group, IT administrator can review and export the user and group information by clicking on the [Review User & Group] button.