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In this video, I'll give you a tour of how to add and create users in your platform.

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So what you're going to do is head over to the dashboard and click on the user tab.

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That'll be the user tab here on the left, looks like that.

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And on this page, we have a couple things going on here.

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So you can immediately see some stats at the top, how many free users, basic, premium,

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and then how many admin users you have.

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So let me take a second here and explain the different types of users.

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Free users here is something that we use just for someone who signs up to your site, so

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anyone can sign up and they just become a free user by default.

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Then we have two separate types of users called basic and premium.

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You can try to use these however you want in your specific community.

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But these are related to two different tiers.

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Maybe you're at $10 a month on the basic plan, and maybe you're at $20 a month on the

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premium.

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These can be whatever you want them to be.

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You do not have to use both of them, but it is a way to distinguish people who have given

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you money in basic versus someone who's just free.

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They haven't spent anything to be on your platform.

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And of course, admin users is your type of account, but it just helps you keep an eye

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on who all the admin users are.

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All right, so here we have a list of all the users listed out below.

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And we can see their name.

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We can see the sign-up date, so we can see when they actually joined the platform.

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We can see their role.

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There's currently a free user, and their email address, and then we can have some actions

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here.

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I can click this edit button, the little pencil, and I'll edit Carolina, and she's

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on our team.

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And we can see an entire profile of this user.

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So I can see the name here, I can see her email address.

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I can even trigger a reset password, and then I can add additional info here, city, state.

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And then description, this is public that people would see for her profile.

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And then there's groups, I can see what groups she's a part of.

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I can add her or remove her from groups if I need to.

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And I can add tags if you want, so we'll get into some of this in a minute.

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And then you can add additional information, and this is something that the users will

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never see, but just something for you to note about that person.

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And finally, we can see the role, what type of access does this person have, and there's

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even a place to upload a cover photo, which is on their profile.

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So that's just a quick overview of this popup.

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Now to create a brand new user, you're going to click over here to the right and click

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add user.

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And what you'll get is essentially a blank version of this form.

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You can fill out as much information as you need.

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You can set their name, set their email address, you can go ahead and set their password.

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If you do leave this blank, then you should just, then it will create, it'll have the

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user create a password when they sign in.

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So by default, users go into kind of like a pre-registered state.

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And once they put their email address for the first time, we'll actually recognize and

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say, hey, let's go ahead and set a password now.

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So if you don't want to specify a password, just leave it blank.

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And that will work great for you users to set their own password when they sign in.

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All right, so that's how you would add a user there.

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And that's pretty much it.

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I think that's all I'll show.

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There are some advanced ways to add users through Zapier and other tools.

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So we'll get into that in other videos.

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But if you wanted to just come in here, add, you know, another user, if you wanted to add

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another admin, this is how you would do that.

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You would do everything from the users tab here.

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Like I said, if you wanted to add an admin user, you would fill this all out for someone

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on your team, and then you could change the role to admin right down here.

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So very easy to kind of manage this all in one place.

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You can also, once you get to having a lot of different users, at the top here, you can

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just simply search.

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And this search is by email, so it'll search the email address.

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And in future versions, we probably will have a way to search name or other fields.

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But right now, we just search the email address, and you can quickly, as you type, it will

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actually filter.

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See, as I start typing, it'll filter down the results for you instantly.

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So it's normally pretty fast to find a user.

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You can then hit edit and edit that person's info.

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So the other thing I'll just show you as well is there are some...

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bulk actions let's say I wanted to take you know these three or four users I can click on this

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actions button here and I can set all of those accounts to free basic or premium or I can even

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delete those all in one go so that is helpful if you are batching a few people and you want

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to upgrade them or downgrade them that's an easy way to do that all right that is everything for

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the user tab we'll get into some other advanced things you can do with the user tabs in the next

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video
