User Management

If you have a Paligo administrator user account, you can add new users, and edit or remove existing users.

Note

You can choose which users are administrators. But be aware that administrators have permissions to make global changes such as adding users, which may affect the cost of licensing.

When adding new users, you can:

  • Add each user individually, or

  • Bulk import, by creating a CSV file containing many user at once and import it into Paligo. This bulk import creates a user account for each user listed in the CSV file, and so is a convenient way of adding multiple users.

To add a new user account in Paligo:

  1. First make sure you have enough user licenses to add another user to your team. You will then see an empty user placeholder with a plus sign. If the plus sign is not shown, see Purchasing or Upgrading to add more licenses.

    Note

    If you are still in trial, you will be able to add teammates without adding licenses.

  2. Open the Settings menu at the top right corner, by selecting your user name.

    settingsmenu.jpg

    Paligo displays the Settings page.

    On the Users tab, your existing users are grouped by type. There are Administrators, Standard Users (Authors), Contributors, and Reviewers. Each group has different access permissions (to learn more, see User Types).

    SettingsView.jpg

    Note

    The Settings page has an Icons View (as shown in the image above) and a List View. In List View, the user accounts are shown in a list rather than as user widgets.

  3. To add a new user in Icons View, select Add user in the appropriate user group. If the Settings page is in List View mode, select the Create button at the bottom of the list instead.

    The New user dialog opens.

    AddUser2.png
  4. Set the:

    • User name - This must be unique. The user of the account will need to use the username when they log in, along with a password. To make it easy to remember, you could use an email address as the user name.

    • Real name - The user's actual name and this will also be their display name in Paligo.

    • Email - The user's email address. This is the email address Paligo will use to notify the user.

    • Usergroup - Choose whether the user will be an administrator, standard user (Paligo author), contributor, or reviewer.

    Note

    The person who uses this account will receive an email asking them to log in and set a password. For this reason, once you have set the user name and email address, do not change them before the user has logged in.

  5. Select Save.

    The user will get a link by email to the login page, with a temporary password. For security reasons, the temporary password will only provide access to a "choose new password" display. The user needs to set a new password and confirm it before they can access Paligo.

If you are an administrator and need to add many user accounts, the bulk import feature can save you a lot of time. Instead of creating each user account individually, you can create a CSV (comma separated value) file that contains the basic user information and then import that into Paligo. Paligo will then automatically create a user account for each user listed in the CSV file.

To bulk import users:

  1. Create a CSV file for each user group that you want to import. For example, if you want to create standard users and contributors, you will need two CSV files, one for the standard users user group and one for the contributors user group.

    To create the CSV file(s), you can use any application that supports saving as CSV.

    In the CSV file, add the user details in this format: username, email address, full name

    For example:

    jamessmith,james@smith.com,James Smith
    frankjohnson,frank@johnson.com,Frank Johnson
    janemurphy,jane@murphy.com,Jane Murphy

    Tip

    For the username you could instead use the email address there as well, as it's a simple way to make sure the username is unique.

  2. In Paligo, select your display name in the top-corner of Paligo and then select Settings.

  3. On the Settings page, select the Bulk Import Users option.

    If you are viewing the Settings page in Icons View, there is a Bulk Import Users option for each user group and it is shown on the right. Select the Bulk Import Users option for the user group that you want to create new accounts for.

    bulk-import-options.jpg

    If you are viewing the Settings page in List View, the Bulk Import Users option is at the bottom of the list.

    When you select Bulk Import Users, Paligo displays the Import Users dialog,

    import-users-dialog.jpg
  4. Set the User Group for the import. Paligo will take the user information from the CSV file and create user accounts in the selected user group.

  5. Use Select file to choose the CSV file that you want to import.

  6. Select Upload.

Paligo imports the CSV file and creates a user account for each user defined in the file. If the import is successful, a User Import Done dialog appears and you can download a log file of the import.

user-import-done.jpg

Repeat this procedure for each user group that you want to import users into.

When you have imported the CSV files and Paligo has created the user accounts, you can edit them and delete them if needed.

If you have an administrator account, you can make changes to other people's user accounts. For example, you can change their user group or their email address.

  1. Select your display name in the top-corner of Paligo and then select Settings. On the Settings page, find the user you want to edit and select the pencil icon on the user widget.

    edit-user-pencil-icon.jpg

    Note

    If the Settings page is in List View mode, find the user in the list and select the options menu ( ... ) for that user and then select Edit.

    The Edit User dialog appears.

    edit-user-dialog.jpg
  2. Use the Edit User dialog to make changes to the user account. You can change the user's profile image, user name, real name (display name), email address, user group, and user account expiry date.

    You can also start the Reset password process. When you select Reset password, Paligo sends an email to the user and it contains instructions on how to set up a new password.

  3. Select Save.

You can remove users that are no longer needed and free up the license for their accounts.

  1. Select your display name in the top-corner of Paligo and then select Settings. On the Settings page, find the user you want to remove and select the X icon on the user widget.

    delete-user.jpg

    Now you have one unused available license (shown in the box at the top of the Settings page).

  2. If you are not planning to use the available license for another user, click the Upgrade menu item in the top right menu.

  3. Reduce the number of users to the amount of users you need.

If a Paligo user forgets their password or needs to change it for some reason, they should contact an administrator.

If you are a Paligo administrator user, you can start the reset password process by editing the user's account and selecting Reset password. The user will then receive an email that will invite them to change their password.

To find out more, see Edit Users.