How to Accept a User Account Invitation
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Obtaining a User Account
To begin contributing to a site, you need an account.
How you acquire a user account depends on the features that the site has activated.
If the site has Public Registration activated, you can register for your own account.
If the site has Public Registration deactivated, you must be invited by an administrator to register for an account.
Registering For An Account
This is for sites with Public Registration activated.
Having an account is the first step to becoming an active member of a site.
Accepting an Account Invitation
To become an active member of a site with Public Registration deactivated, you must be invited by an Admin from that site. Invitations are sent via email.
Account & Password Security
Upon creating an account, you are required to create a password.
This password must have at least 6 characters, and it should be secure and unique to you.
Resetting Your Password
If you forget your password, you have the option to reset it by clicking the Forgot? link on the login window.
Next, you need to confirm your user account email address to reset the password for your account.
After confirming your user account email, you will receive an email that prompts you to create a new password for your account within 1 hour.
Note: Users are locked out of their account for 60 minutes after 10 unsuccessful login attempts.
Go to your profile to view and edit your information, add an avatar, and see your account activity, favorited guides, and notifications.
Viewing Your Profile
To access your user profile, click on your username in the site-header of the web page and click select View Profile from the drop-down menu.
You can access the following on your profile page:
- About Me - Tell other users about yourself!
- Contributions - Lists the guides and pages you have created and contributed to during your time on the site. This section also includes your Favorited Guides.
- Activity - A comprehensive activity log of all of your site activities; including comments, page edits, answers posted, and more!
- Reputation - Each site activity earns you reputation points. Get a breakdown of your user reputation here.
- Notifications - Ranging from approval requests to mentions in page comments, your notifications keep you up to date on important 'goings-on' around the site.
- Approval Requests - If you are a member of a site with Document Control, you may be invited to take part in the process and receive requests to approve documents before they are published to the site.
Updating Your Profile
In the top-right corner of your profile page, click Edit to update your user profile. You can add an image, create a summary, and include as many details as you want to share with other site users.
You can routinely update your profile information to update your Display Name, Email Address, or Password.
Changing Your Password
If you ever decide to change your account password, type your new password into the labeled fields on your profile editing page. Click Save, and your new password will be activated.
Dozuki makes it easy to manage what specific users can and cannot do. All you need to do is identify the user type for an individual. We created five different types of users. Each one is suited to different Dozuki uses, and they have varying permissions associated with them.
Your User Plan shows you how many user licenses are allocated to your site.
- Privileged Users are users with Admin, Author, or Moderator privileges.
- Standard Users do not have special privileges for viewing or editing site content.
Standard users have the most basic level of privileges on a site. Typically, standard users represent operators, technicians, shop-floor employees, and consumers who need to view content. But they only interact with the pages in a limited and controlled manner.
Standard users can:
- View public content on a site.
- Post comments to pages where Comments are allowed.
- Enter data on guides with Data Capture.
- View and edit their own profile.
- Submit edits for public content on sites with Community Editing activated.
- Join and leave public (non-invite-only) user Teams.
- Ask and reply to questions if Answers is activated.
- Be assigned as an Approver for an Approval Process (and therefore be allowed temporary access to private content to fulfill the approval request)
Standard users cannot:
- View private content on a site.
- View the site Management Console.
- Create teams or join invite-only teams.
- Create, edit, publish, or delete site content.
- View page history.
- Create or assign Approval Processes.
In addition to the ability to create, edit, publish, and delete site content and view limited areas of the Management Console, Authors have all of the privileges of standard users.
In addition to standard user privileges, Authors can:
- View public and private content.
- Create, edit, publish, and delete any site content.
- View page history.
- Create Teams.
- View limited areas of the Management Console (including the Category Manager, Site Explorer & Site Reports).
- Use the Patrol moderation feature for public sites allowing community editing.
- Create or assign Approval Processes.
- Invite users or edit user profiles/information.
- Change site configuration or billing information.
Moderators are a user type that is only supported for Dozuki sites with an Answers page activated. Moderators also play a role in sites with Community Editing enabled (allowing any user to contribute to site content).
Moderators hold the role of moderating questions, answers, and comments on the Answers page; they also approve or reject suggested edits by the community of users contributing to the site. This ensures that unwanted content does not go live on the site without review and approval.
Moderators can create pages; however, they cannot edit or delete live content on the site or view Guide Page History. Moderators also cannot view Private content on a site.
You can also set a "Moderator & Author" as a user type, which allows all of the privileges of both Authors and Moderators.
Author & Moderator
Authors and Moderators have a combination of the permissions of each an Author and a Moderator.
Site admins have access to everything on the site, including viewing and changing site billing information, maintaining site configuration settings, creating and assigning Approval Processes, and editing user settings and profiles.
Admins can also pass/fail votes for questions and answers.
Adding New Users
For private sites (not open for public registration), users must be added by invitation by site administrators.
Once a user invitation is sent, it appears under the Pending Invites section of the User Info page until the invited user accepts the invitation. If necessary, pending invites can be "re-sent" as a reminder or revoked.
Finding a User
There are multiple methods to find users, depending on if you are searching for a specific user or if you want to browse users with a particular privilege.
Using the Search Bar
If you know a user's account name, email address, or user ID, you may search for them directly. In order for them to show up in search results, you do not need to know their exact name or email. For example, if you are looking for Mary Metals, whose email is Mary@hansaw.com, you can search for Mary. Be warned: all users with "Mary" in their account name or email address will appear in the search results as well.''
If you type in a number by itself in the search bar, it will only return the user with that exact ID.
Browsing by Privilege
Below the search bar you will find privilege sorting options to narrow your search or browse through a specific group of members. Perhaps you know that Mary is a standard user, so in addition to searching for "Mary" using the search bar, you might select 'User' to hide all users named Mary who are not users.
Changing User Privileges
The drop-down privilege menu easily allows you to edit any user's privilege. You may remove administrator privileges from accounts that no longer need them, add moderator or administrator privileges, or purchase more administrator privileges.
Updating User Profiles
Sometimes it is necessary to moderate the actual user profiles. If this is the case, Admins have the ability to edit a user's profile at any time. For example, Admins can update the user's email address or password.
If necessary, you can also use the Custom CSS feature to remove the user's ability to add or edit the user image.
If they no longer need or should have access to the site, users can be disabled by unchecking the "Enabled" box next to the user's privilege selector. Disabling allows you to remove that user from your User Plan (freeing up a user license), without affecting the site history.
You can view all disabled users on a site by selecting All in the user menu filter and selecting Disabled as the filter option:
Note: Disabling a user is recommended over "re-using" user accounts by changing the user account information (name, email, password), as this method poses a risk to the pages created by the original user. For example, if you change Peter's account into Joe's new account, any pages authored by Peter would automatically change to show Joe as the author. Likewise, all of Peter's history would now show as Joe's.
All online communities and forums have rules and guidelines, and there are consequences for breaking them. The Moderate button next to any user opens a menu of moderation actions. Each moderation action includes a description of what happens when applied to a user. The actions range from simply removing reputation points to banning a member for whatever amount of time is deemed necessary.
Though the other moderation tools are more self-explanatory, there is a lot more to banning someone than meets the eye. Banning a member should be a last resort option, exercised only when someone shows a complete lack of desire to comply with site rules or guidelines.
Banning invalidates a user's login for a specified amount of time. That person is automatically logged out and will not be able to log in or have any interaction on the site.
If the banned user attempts to log in again, the message "This account has been temporarily suspended" is displayed, and the login attempt will be denied. Once the duration specified by the banning administrator has elapsed, the user's email address becomes valid and login/community interaction are restored.
Sending a Message
The Message button for each user allows an administrator to send an email to the email address provided by that user. Contacting a user directly should come before any moderating action against a user, unless the user's actions are especially flagrant or offensive.
The announcement manager is an Administrative tool used to send a notification to everyone who views the site. When you post a new notification, it appears across the top of all of the users' screens.
To post a new announcement, select Announcements under the Users section of the Management Console. You will see a page that looks like this:
Click in the text boxes to input the time that you want the announcement to begin and end. Then enter the message that you want to appear across the top of viewers' screens. Remember, what you post as an announcement is seen by everyone who views the site.
Check the Sticky Notification box if you want to require users to click to close the notification.
All upcoming, current, and past announcements show up on the right side of the page in the Announcement Queue box. The image to the left is an example of what that Queue box looks like. Any upcoming announcements can be edited or deleted from the queue.