This article aims to provide guidance on effectively managing members within Clinked as an Account Administrator. Once members are created in Clinked, Account Administrators are empowered with a range of capabilities to manage members.
Account Administrators are able to:
To access these options, an Account Administrator must go to the Account Member area in the dashboard then click on the Member's name to access their member panel. In the member panel, select the 3 dots icon in the top right-hand corner as shown below:
How to change a password
All members in Clinked.com are able to change their own passwords. They can easily accomplish this by accessing the portal login screen and clicking on "Forgotten Password?" after entering their email address. However, there may be instances where you need to reset a password on their behalf. In such cases, please follow these steps:
Go to the Account Members area.
Locate and select the member's name from the list.
Click on the dropdown menu situated in the top right corner.
From the dropdown options, choose "change password."
Enter the desired password for the member.
Finally, click on the "Update" button to save the changes.
How to Login as Member
From time to time, you may need to login as one of your account members. This may be to check the groups & content they have access to or to troubleshoot a problem they are experiencing. This is a handy tool to use when setting up your account for the first time, trying a new use case within your business or onboarding a new client.
To log in as a member, please follow these steps:
Begin by navigating to the Account Members area.
Locate and select the name of the member you wish to log in as.
In the top right corner, click on the dropdown menu.
From the available options, choose "Login as [member's name]."
Immediately, you will be redirected to their view, granting you access to their account.
To return to your own account, simply navigate to their profile and select the dropdown menu. Then, choose "Depersonate[member's name]."
How To Disable/Enable A Member
If you have created a member account before you are ready to onboard them or require additional time to set up their access permissions, you can utilise the disable function to deactivate their access to your account temporarily. This feature proves valuable when setting up members in a group before their official onboarding, as their account can still be chosen for permissions in content.
To use the disable function, please follow these steps:
Navigate to the Account Members area.
Select the name of the member for whom you want to disable access.
Click on the dropdown menu located in the top right corner.
Choose the "Disable" option from the menu.
Immediately, you will see a message on the member's profile indicating that their access has been "disabled."
If the member was previously active, they will receive a message similar to the following when attempting to log in:
To enable a member, simply to the same place & click "enable" to give them access again.
Use the Send Activation Link option to alert the member that they have been invited to the account. As an Account Administrator, you can edit the message before it goes to the Member.
How to lock a member
If you want to retain the activity history of a member but restrict their access to the account, you can utilise the lock function as an alternative to deleting the member. This feature is useful when you wish to maintain a record of their past contributions while limiting their ability to interact with the account.
To apply the lock function, please follow these steps:
Begin by navigating to the Account Members area.
Locate and select the name of the member you intend to lock.
Click on the dropdown menu situated in the top right corner.
From the available options, choose "Lock."
Remove Member from Account
When there are members who should no longer be a part of your Clinked account, the Account Administrator has the ability to easily remove them. To initiate the removal process, the Account Administrator should follow these steps:
Access the Members Area of the account as the Account Administrator.
Locate the appropriate member's name.
Click on the member's name to open their Member's capabilities & assignment profile.
To remove the member's access to each assigned group, click on the 'x' icon associated with each group.
Next, click on the three-dot icon located in the profile options and select the "Remove member" trash can icon. This action will remove the member from the Account level.
Finally, select the "Update" button to save the changes.
By following these steps, the Account Administrator can successfully remove a member from the Clinked account. This process ensures that only the relevant and authorised members remain within the account, maintaining the security and organisation of your Clinked workspace.
Didn't find what you were looking for? We can suggest a couple other resources for you around the topic of Members: