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:
- Open
the box by clicking on the name of the box.
- Click
the 3-dot menu in the toolbar at the top right.
- Select
the "Members" option. Turn
off the "Show members only" function using the checkbox.
- 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®.
- 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.
- Roles.
You add a user to a box by changing the entry in the "Role" column to
"Member or manager or assistant".
- If
you want to remove the user from the box, select the entry "not a
member" in the "role" column.
This article did not answer your question?
We are happy to help you! Just send us a message with your questions and we will get back to you as soon as possible.
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
Recent Articles
Delete multiple users at the same time
In the user administration, you can delete multiple user accounts at the same time using batch actions. Which users you can delete depends on your own permissions and on the permissions of the users whose user accounts you would like to delete. To ...Change the user status for multiple users at the same time
In the user administration, you can deactivate multiple activated user accounts or reactivate multiple deactivated user accounts at the same time. Regardless of which users you select, the batch options are only performed for those users for whom ...Manage permissions for multiple users at the same time
In the user administration, you can change permissions for multiple users at the same time. Which permissions you can grant or modify depends on your own permissions and on the permissions of the users whose user accounts you would like to edit. To ...Modify user groups and notifications
You can assign multiple users to the same user groups in the user administration. You can also edit the notification settings for multiple users at the same time. To assign multiple users to the same user groups at the same time, proceed as follows: ...Batch actions
You can perform actions for multiple users at the same time in the user administration. When you select one or multiple users in the user overview, the available batch options are displayed in the top bar. The user overview, filter, and search field ...
Related Articles
Add user group to a box
A user group is used to filter for members of a box. You select a user group and are offered a number of possible members for the box. To add members to a box, you need the rights of a box owner or a box administrator. If you are not shown all ...Select and deselect users
There are different options for selecting and deselecting users in the user overview. You can then perform individual or batch actions with this selection. If needed, you can first filter users according to different criteria using the filter options ...Create new users
You can create new users in the user administration via the Create User function. This function is available in the top bar. When you select one or several users in the user overview, the available batch actions are shown in the top bar. To create ...Use case: create new users
The following use case illustrates how users are created in this particular case. The following conditions apply to User A: ● User A should be grated a full license. ● User A shall have permissions to create temporary Boxes and shall be able to share ...Add user to a user group
Add user to a user group You can only create groups out of already created users. To do this, you need the corresponding permission from an Administrator. Proceed as follows: Open the Administration Click on the user group An extensive dashboard ...
Popular Articles
New features are available in idgard!
Today’s newsletter covers the most important information about the current updates in the idgard Web App, the integration of idgard in Microsoft Teams and new features in the idgard Mobile Apps. Check out some selected highlights below. Announcement: ...Uploading files
Uploading files You can upload one or more files up to a size of 5 GB. For a fee, we can increase the size limit of 5 GB for you. You can only upload files with the "Write" permission. There are two methods with which you can upload files to a box. ...Folder upload - behaviors and limitations
Unsupported characters in file names will be replaced by an underscore during the upload process, this applies to these characters: *, /, \, ?, :, <, >, ^, ", &, | Example: M&A_Overview.xlsx will be renamed to: M_A_Overview.xlsx File names that ...View box activities in the journal
In data rooms and depending on the setting, certain activities can be registered in a journal. You can view the data room journal if you have the permission to do so. To view box activities in the journal: 1. Open the data room the journal of which ...Welcome to the idgard® online help
Welcome to the idgard® online help This online help is the main source of information for learning and working with idgard®. Click on one of the following links to obtain further information about idgard®. To use the online help: Search article Enter ...