Add/remove users of a Box | idgard®

Add/remove users of a Box

Add/remove users of a Box

To belong to the communication circle of a box, the user must be added to a box. To see the available users, you may need to turn off the "Show members only" feature. To add users to a box, the role of owner or manager of a box is required.


Proceed as follows:

  1. Open the box by clicking on the name of the box.
  2. Click the 3-dot menu in the toolbar at the top right.
  3. Select the "Members" option. Turn off the "Show members only" function using the checkbox.
  4. User pool. You will now see a table of available users in your idgard® account. The visibility permissions in your profile determine which users are shown to you in the table. If you want to change this, contact the administrator of your idgard®.
  5. Search field. To select a user from the table, you can use the search function. Select the search criterion to the left of the search field, whether you want to search for a name or an email address. Enter the full name or only a part of the name from the searched user. The search function is a filtering function. The more precise the information you enter, the fewer results you will see in the member list. You should use at least three characters for the search function.
  6. Roles. You add a user to a box by changing the entry in the "Role" column to "Member or manager or assistant".
  7. If you want to remove the user from the box, select the entry "not a member" in the "role" column.



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Disclaimer
The content of this online help is intended solely for information and documentation purposes for our product idgard® and can be changed at any time without prior notice. We assume no responsibility or liability for errors or inaccuracies. Due to technical developments, uniscon GmbH reserves the right to change the functional scope of the product at any time.


(C) uniscon GmbH


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