User Management

User management in Hubstream refers to the process of administering and controlling the access and permissions of individual users within the software. This includes creation, editing or activation or deactivation of user profiles, and assignment of different levels of access. It is only available to the administrators.

How to add a new user in Hubstream

Adding new users is an important task performed routinely by administrators. The following are the steps to add a new user to Hubstream:

• Click the settings menu on top right corner. This opens a dropdown containing various options.

  

• Click on Admin in the available options. This opens the All Users page of Admin section.

  

• Click on the plus button available on the right. This opens a pop-up form titled New User.

  

• Complete the form with the new user’s details. Ensure filling in the fields marked with an asterisk.

  

• Click Save and close to save the user and close the form or Save and add another to add another new user. In both cases, a new user is added to Hubstream. Verify the same in the user table.

  

How to download the user table in Hubstream

The user table is the centralized database that stores information on each user who interacts with Hubstream. It comes in handy as a comprehensive list of all users within the system and allows administrators to view and manage the user’s roles, and permissions. It is available on the All Users page of the Admin section.

The following are the steps to download the user table:

• Click the settings menu on right top corner. This opens a dropdown containing various options.

  

• Click on Admin from the available options. This opens the All Users page of Admin section.

  

• Click on the download icon on the right. This downloads the user table as a .csv file that can be found in the Downloads folder.

  

How to filter or search users in Hubstream

Filtering users
Users can be filtered using predefined filters, such as Organization and Active status, available on the left of user table.

The following are steps to filter users in user table:

• Click and open the All Users page from the Admin option in settings menu.

  

• In the list of filters, click on an Organization filter to get the users from that particular organization in the user table.

  

• Click on one of the Active filters to further filter the users based on whether or not they are active users.

  

• Hover over Organization or Active to get three options, i.e., Search, Clear selection and Remove filter.

  

  • Click on Search icon, type a keyword and press Enter key to search for a particular filter.

    

  • Click on Clear selection icon to remove the selected filter.

    

  • Click on Remove filter icon to remove the filter type from the list of filters.

  

Searching for users
Users can be searched for by using the mini search bar on All Users page. The mini search bar is available on the left, just above the filters.
The following are steps to search for a user:

• Open the All Users page. Type name of a user in the text field.

  

• Press Enter key or click on the search button. The table will be filtered to show the users that match the given keyword.

  

How to assign a role to a user in Hubstream

An administrator might want to assign a user a particular role or remove one from their existing roles to give more access and permissions for using Hubstream.

The following are the steps to assign a particular role to a user:

• Click on the settings menu on the right top corner. This opens a dropdown containing various options.

  

• Click on Admin in the available options. This opens the All Users page of Admin section.

  

• Click and select any user(s). This opens an Actions menu on the right.

  

• Click on Assign Roles in the Actions menu. This opens a popup form consisting of a search functionality and a checklist of various roles.

  

• Click on empty checkbox before a role to select it. Click again to deselect the role.

  

• Click on Save to assign the new roles to the user. This closes the popup and takes the user to the All Users page.

  

How to edit a user’s information in Hubstream

The following are the steps to edit a user information:

• Click the settings menu on the top right corner. This opens a dropdown containing various options.

  

• Click on Admin in the available options. This opens the All Users page of Admin section.

  

• Click and select a user. This opens the Actions menu on the right.

  

• Click on Edit in the Actions menu. This opens a form titled Edit User.

  

• Make changes and click on Save. This saves the changes to the user information and refreshes the All Users page.

  

How to change user status (Active/Inactive) in Hubstream

An administrator may want to change a particular user’s status to active or inactive to allow or disallow them to access Hubstream’s various functionalities. User status can be changed using the Edit User form.
The following are the steps to change a user’s status to active or inactive:

• Click the settings menu on the top right corner. This opens a dropdown containing various options.

  

• Click on Admin in the available options. This opens the All Users page of Admin section.

  

• Click and select a user. This opens an Actions menu on the right.

  

• Click on Edit in the Actions menu. This opens a popup form titled Edit User.

  

• In the form, there is a checkbox with the label Active. It is a setting to change the user status to active or inactive. Check or uncheck the box, according to preference.

  

• Click Save. This saves the form and changes the user status. Verify this in Active column of the user table.