In this video, I'll give you a tour of how to add and create users in your platform.
So what you're going to do is head over to the dashboard and click on the user tab.
That'll be the user tab here on the left, looks like that.
And on this page, we have a couple things going on here.
So you can immediately see some stats at the top, how many free users, basic, premium,
and then how many admin users you have.
So let me take a second here and explain the different types of users.
Free users here is something that we use just for someone who signs up to your site, so
anyone can sign up and they just become a free user by default.
Then we have two separate types of users called basic and premium.
You can try to use these however you want in your specific community.
But these are related to two different tiers.
Maybe you're at $10 a month on the basic plan, and maybe you're at $20 a month on the
premium.
These can be whatever you want them to be.
You do not have to use both of them, but it is a way to distinguish people who have given
you money in basic versus someone who's just free.
They haven't spent anything to be on your platform.
And of course, admin users is your type of account, but it just helps you keep an eye
on who all the admin users are.
All right, so here we have a list of all the users listed out below.
And we can see their name.
We can see the sign-up date, so we can see when they actually joined the platform.
We can see their role.
There's currently a free user, and their email address, and then we can have some actions
here.
I can click this edit button, the little pencil, and I'll edit Carolina, and she's
on our team.
And we can see an entire profile of this user.
So I can see the name here, I can see her email address.
I can even trigger a reset password, and then I can add additional info here, city, state.
And then description, this is public that people would see for her profile.
And then there's groups, I can see what groups she's a part of.
I can add her or remove her from groups if I need to.
And I can add tags if you want, so we'll get into some of this in a minute.
And then you can add additional information, and this is something that the users will
never see, but just something for you to note about that person.
And finally, we can see the role, what type of access does this person have, and there's
even a place to upload a cover photo, which is on their profile.
So that's just a quick overview of this popup.
Now to create a brand new user, you're going to click over here to the right and click
add user.
And what you'll get is essentially a blank version of this form.
You can fill out as much information as you need.
You can set their name, set their email address, you can go ahead and set their password.
If you do leave this blank, then you should just, then it will create, it'll have the
user create a password when they sign in.
So by default, users go into kind of like a pre-registered state.
And once they put their email address for the first time, we'll actually recognize and
say, hey, let's go ahead and set a password now.
So if you don't want to specify a password, just leave it blank.
And that will work great for you users to set their own password when they sign in.
All right, so that's how you would add a user there.
And that's pretty much it.
I think that's all I'll show.
There are some advanced ways to add users through Zapier and other tools.
So we'll get into that in other videos.
But if you wanted to just come in here, add, you know, another user, if you wanted to add
another admin, this is how you would do that.
You would do everything from the users tab here.
Like I said, if you wanted to add an admin user, you would fill this all out for someone
on your team, and then you could change the role to admin right down here.
So very easy to kind of manage this all in one place.
You can also, once you get to having a lot of different users, at the top here, you can
just simply search.
And this search is by email, so it'll search the email address.
And in future versions, we probably will have a way to search name or other fields.
But right now, we just search the email address, and you can quickly, as you type, it will
actually filter.
See, as I start typing, it'll filter down the results for you instantly.
So it's normally pretty fast to find a user.
You can then hit edit and edit that person's info.
So the other thing I'll just show you as well is there are some...
bulk actions let's say I wanted to take you know these three or four users I can click on this
actions button here and I can set all of those accounts to free basic or premium or I can even
delete those all in one go so that is helpful if you are batching a few people and you want
to upgrade them or downgrade them that's an easy way to do that all right that is everything for
the user tab we'll get into some other advanced things you can do with the user tabs in the next
video