Team Management
Admins can manage users and user groups by navigating to the Team
page link link in the left navigation bar.
Managing Users
Adding Team Members
To add a team member click on the ADD TEAM MEMBER
button on the top right. Team member can also be added by cloning an existing user (discussed further below).
Steps add a team member:
Set a username
Enter the user's full name
Provide a valid email address for the user
Set initial password for the user
Set the user as an
Admin User
orEnable/Disable
the account.
Clone user settings
To clone a team member:
Click on the
Actions
button of the account listed in theTeam
pageSelect
Clone user settings
.
Inherit user settings
Admins have the option to copy the groups, channel subscriptions, and colors from one profile to another.
To inherit a team member's profile settings:
Click on the
Actions
button of the account listed in theTeam
pageSelect
Inherit user settings
.
Filtering Team Members
Quickly filter users or search for specific users.
Searching
To search for a user, just type their name or username in the search bar at the top.
Filtering Options
You can filter based on a few options:
Admins - Show all Polarity admins
Remote Users - Shows user accounts that are authenticated using LDAP or Active Directory
Enabled Users - Show all enabled Polarity users
Disabling Users
Users can be disabled by clicking on the Actions link for a particular user. This opens a modal where you can uncheck the Enabled
checkbox.
Once a user has been disabled, all of their active Polarity sessions will be automatically terminated.
A Polarity group is a collection of users that is set by a Polarity Admin. A Polarity group is typically comprised of users that have a specific role.
Polarity users can set permissions on channels and integrations to restrict access to specific groups and users.
Disabled users do not count against your license count.
Managing Groups
Polarity admins can set access controls over channels and integrations by creating a user group then add users to those groups.
The groups can then be assigned to a channel or integration. Individual users can also be granted access to channels or integrations.
See Channel and Integration Permissions for more information on setting permissions on Channels and Integrations.
Creating Groups as an Admin
To create a group as an Admin:
Navigate to the
Team
page link in the left hand navigation barClick on the
Groups
tabSelect the
Create Group
button which will bring up theCreate Group
modal.Add the name of the group that you want to create along with a description of what that group's role is.
Editing Groups as an Admin
To edit/delete a group:
From the
Team
page, Click on theSETTINGS
button for that group.There you will be presented with the groups settings where you can edit the name/description of the group as well as delete and add users.
To edit the name/description, click on the
Edit
icon. To delete the group, click on theDelete Group
button.
Adding Users to Groups as an Admin
To add users to a group as an Admin:
From the
Team
page Click on theSETTINGS
button for that group on the group page.Once on the group options page, click on the
Add Users to Group
button. This will bring up a modal where you can search for users.Click on the users you want to add to the group and they will automatically populate in the top of the modal.
Once done adding users, click the ADD
button on the bottom and the users will now belong to that group.
Removing Users from groups as an Admin
To remove users from a group as an Admin
Click on the
SETTINGS
button for that group on the group page.Click the checkbox next to the user(s) you want to remove and select
Remove User
.
View License Information
Admins can view the Polarity license status by clicking on the View license info
dropdown link located at the top of theTeam
page.
Clicking on View License Info
will allow you to view when your license expires, when it was issued and the number of licensed users using Polarity.
Disabled users will NOT count against your total license count.
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