KB User's Guide - Users Tab - Viewing, Modifying and Deleting Users

NoteInformation symbol

You must have full administrative permissions in your space to perform these steps. This means access to the Documents, Settings, and Users tabs.

This document explains how to modify users in the KB Admin Tools, and what to do if a user needs to be removed.

Viewing a User

In the KB Admin Tools, going to the Users tab will take you to the Existing Users: Active Users screen. You can view all your users or you may use the Search/ display filters to limit your query.

Image showing the search filters that are found at the top of the page. All search filters are detailed below.

Search Filters

Display Filters

The following checkboxes can be used to show or hide columns in the Users table. Asterisks denote which columns are displayed by default.

Modifying a User

  1. Using the steps above, find the user whose permissions you want to modify.

  2. Modify the user's permissions by checking/unchecking the permission checkboxes, or by updating the text fields.

    • Note: Text fields for a user are only editable within a user's default group space. If the text fields appear to be grayed out (i.e., read-only), this indicates that the user has access to at least one other group space, which is their default. To see what their default group space is, click on the More button for their account and scroll to the bottom of the account details page.

      Image showing two users, one whose user information is editable and the other whose information is read-only. In both instances, the permissions checkboxes can be modified.
  3. Click on the Update button at bottom of page.

Deleting a User

  1. Click on the Users tab which leads you to the Existing Users: Active Users screen.

  2. Find the user who you intend to remove from your group.

  3. Click in the More button at the far right of the row of the user to be deleted. In the image below, the More button is circled in red.

    Image of two user entries, with the "More" button highlighted at the end of the row.
  4. At the bottom of that table, you may see one or all of the following "Transfer" buttons, which you must process through before you can remove the user:

    Image of the "Transfer Doc Ownership" button appearing before the "Remove User" button, which is grayed out.

  5. You will see a Remove User from the Group button and/or a Remove User from the System button, depending on whether they have access to more than one KB group space and which space is set as their default.

    Image to both buttons showing up for a user

    Click on one of these buttons and a message will appear asking if you are sure you want to delete the user.

    Note: For more information on the difference between these, please see:
  6. Click on the Yes button and you will receive a message confirming that the user has been removed.

Batch User Removal

  1. If you have a list of users who need to be removed, go to the Users tab and click on the Batch User Removal link.

  2. To remove users from your KB group space: enter the domain name, a pipe delimiter and then the NetID of each user. Only one user per line.

    Image of the user removal form, which as three users entered in the format described, with each user being on a different line.
  3. Click on the Remove Users button.

  4. Users who have content in your KB group space will not be removed. You will need to Transfer Ownership of those documents first.

  5. Users who do not have content in your KB group space and who have your KB group space as their default group will be removed from the system.

| KB User's Guide - Users Tab |

See Also: