9.1. Manage users

Institution administration → Manage users

In the Manage users menu of the institution administration you can:

• search for users
• change settings for individual users
• suspend and delete users
• make users institution staff or administrators
• check the admin notification settings
• add and update users manually or by CSV
• view reports

9.1.1. User search

Institution administration → Manage users → User search

Institution administrators can search for any user in institutions for which they are administrator. You can search for their

• first name
• last name
• display name
• username
• email address

See also

Please refer to the “User search” section in the site administration for further details as the actions you can take are very similar. The only difference is that you may not have a drop-down menu from which you can choose an institution if you are the administrator for one institution only.

9.1.1.1. User bulk actions

You can perform a number of bulk actions for users on the Bulk actions page.

See also

Please refer to the “Bulk actions” section in the site administration for further details as the actions you can take are the same. The only difference is that you may not have a drop-down menu from which you can choose an institution if you are the administrator for one institution only.

9.1.1.2. User reports

You can download basic user information for easier updating of these via a CSV file and view the access list for all pages that users in your institution have created.

See also

Please refer to the “User reports” section in the site administration for further details as the actions you can take are the same. The only difference is that you may not have a drop-down menu from which you can choose an institution if you are the administrator for one institution only.

9.1.2. User account settings

Institution administration → Manage users → User search → Click on a username

On the Account settings page of a user in the administration area, you can perform a number of actions to manage the user’s account. However, you cannot change personal information about this user, e.g. name, email, from this page. This can only be done in the Content area of the user’s account or via the Add users by CSV page.

See also

Please refer to the “User account settings” section in the site administration for further details as the actions you can take are very similar. Differences are:

• You cannot delete users directly from this page but would have to suspend them first.
• You cannot add users who are not already institution members from this page as you can only manage your own institution’s members.

9.1.3. Suspended and expired users

Institution administration → Manage users → Suspended users

A list of all suspended and expired users is available in the sub-menu Suspended users. Here you can unsuspend / reactivate or delete them.

See also

Please refer to the “Suspended users” section in the site administration for further details as the actions you can take are the same.

9.1.4. Add user

Institution administration → Manage users → Add user

You can add users to your institution by creation accounts for them manually one by one.

See also

Please refer to the “Add user” section in the site administration for further details as the actions you can take are similar. In contrast to site administrators, you may not be able to choose an institution if you are admin for only one or change the file quota if that is locked on the site level.

9.1.5. Add and update users by CSV

Institution administration → Manage users → Add users by CSV

You can use this function to upload new users in bulk via a CSV file (comma-separated file) and to update existing users.

See also

Please refer to the “Add users by CSV” section in the site administration for further details as the actions you can take are similar. In contrast to site administrators, you may not be able to choose an institution if you are admin for only one or change the file quota if that is locked on the site level.

9.1.6. Change the authentication method and remote username in bulk

After you have successfully invited or added new members into your institution, you can change their authentication method. That can be useful if the authentication method differs from the one in the previous institution and the admin wants to link the new accounts to a remote username using.

See also

Please refer to the “Change the authentication method and remote username in bulk” section in the site administration for further details as the actions you can take are similar. In contrast to site administrators, you may not be able to choose an institution if you are admin for only one.