.. include:: /shortcuts.rstext

.. index::
   pair: Institution administration; Users

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

.. index::
   pair: Institution administration; User search

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

.. seealso::
   Please refer to the :ref:`"User search" section in the site administration <user_search>` 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.

.. index::
   pair: Institution administration; User bulk actions

|new15| User bulk actions
^^^^^^^^^^^^^^^^^^^^^^^^^^^

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

.. seealso::
   Please refer to the :ref:`"Bulk actions" section in the site administration <bulk_actions>` 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.

.. index::
   pair: Institution administration; User reports

|new15| 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.

.. seealso::
   Please refer to the :ref:`"User reports" section in the site administration <user_reports>` 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.

.. index::
   pair: Institution administration; User account settings

.. _institution_user_account_settings:

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 |new15| via the *Add users by CSV* page.

.. seealso::
   Please refer to the :ref:`"User account settings" section in the site administration <user_account_settings>` 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.

.. index::
   pair: Institution administration; Suspended and expired users

Suspended and |new15| 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.

.. seealso::
   Please refer to the :ref:`"Suspended users" section in the site administration <suspended_users>` for further details as the actions you can take are the same.

.. index::
   pair: Institution administration; Add user

Add user
~~~~~~~~~~~~

*Institution administration → Manage users → Add user*

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

.. seealso::
   Please refer to the :ref:`"Add user" section in the site administration <add_user>` 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.

.. index::
   pair: Institution administration; Add users by CSV
   pair: Institution administration; Update users by CSV

Add and |new15| 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. 

.. seealso::
   Please refer to the :ref:`"Add users by CSV" section in the site administration <add_users_csv>` 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.

.. index::
   single: Institution administration; Change authentication method in bulk

|new15| Change the authentication method and remote username in bulk
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

After you have :ref:`successfully invited or added new members <member_invite>` 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.

.. seealso::
   Please refer to the :ref:`"Change the authentication method and remote username in bulk" section in the site administration <change_authentication_method>` 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.