how to manage the people editor

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This article explains how to manage users from the People Editor. It covers how to reset passwords, deactivate and reactivate users, assign tags, update user information, manage group assignments, and review user activity. All actions described in this article are performed from within the People Editor.
 

how to reset a user password

Admins can reset a user’s password directly from the People editor. To reset a password:

1. Click the Personal Information menu
2. Click Reset Password
3. In the confirmation pop-up, click SEND EMAIL
A temporary access link is sent to the user’s email address
4. The user opens the email titled “Neostella Password Reset Instructions”
5. Click the Reset Password button
6. Set a new password for your account and click CONTINUE.
 

how to deactivate a user

Deactivating a user prevents access to Neostella without deleting the account. To deactivate a user:

1. Click the Personal Information menu
2. Click Deactivate User
3. Click YES, DEACTIVATE USER to confirm
The user is immediately deactivated

 

how to reactivate a user

Previously deactivated users can be reactivated at any time. To reactivate a user:

1. Click the Personal Information menu
2. Click Reactivate User
3. Click YES, REACTIVATE USER to confirm
The user regains access to the system

 

how to assign tags to a contact/user

Tags can be used to classify and filter users. To assign tags:

1. Click the + Assign Tags button
2. Select a tag from the list
The selected tag is added automatically

 

Available user tags must be configured in advance. If the tag you need does not appear in the list, refer to the Tags configuration documentation to create or manage tags before assigning them.

 

how to add a user to a group (groups tab)

Users can be assigned to one or more groups from the GROUPS tab. To add a group:

1. In the All Groups in your organization list, select one or more groups
2 Click the ADD button
The selected groups move to the Groups {user} is in list, confirming the assignment

 

how to remove a user from a group (groups tab)

To remove group assignments:

1. In the Groups {user} is in list, select one or more groups
2. Click the REMOVE button
The groups return to the All Groups in your organization list
 

how to reload user activity (activity tab)

To refresh the activity data:

1. Click the + RELOAD button
The activity table reloads and displays the most recent user activity