How to Add, Edit, and Delete a User in the Knowledge Base

 

In ProProfs Knowledge Base, the admin can add new users and assign them roles, edit details of an existing user, and even delete the one you do not wish to give access to.

 

Benefits of managing users in ProProfs Knowledge Base:

 

  • Assign different roles to users to handle various tasks
  • Combine users doing similar tasks in a group, mark them active/inactive or delete them based on the requirements

 

In this article, you'll learn:

 

  1. How to Add a User
  2. How to Edit a User
  3. How to Delete a User

 

How to Add a User

 

 

Step 1: Go to Settings >> User from your ProProfs Knowledge Base dashboard.

 

Knowledge base settings

 

Step 2: Click + New User.

 

Add user in knowledge base

 

Step 3: Fill in the required details, check the sites the new user can access, and click Create at the bottom of the form. A user has been added.

 

Create user in knowledge base

 

Step 3.1: Alternatively, you can upload users in bulk using a Microsoft Excel file.

 

Uploading Users in Bulk from using an Excel Sheet

 

Step 3.2: To upload users:

  1. Download the sample Excel file and add users according to the format.
  2. Click on 'Browse' to select and upload the excel sheet of users.
  3. Click on 'Upload' to finish importing the users from the sheet.

 

Bulk Uploading Users from an Excel sheet

 

How to Edit a User

 

 

Step 1: Under Users, click on a username to edit the details of that user.

 

Accessing a User

 

Step 2: You can now edit the details such as user credentials, their role, language, time zone, and more.

 

Editing a user

 

Step 3: Scroll down to the bottom, and you'll find the option to change the password as well. As a user, you can reset your password here. As an admin, you can reset the password for other users. Once you're done, save.

 

Changing the password

 

How to Delete a User

 

Step 1: Under Users, click on the delete icon of the user you want to delete.

 

Deleting users in knowledge base

 

That is all about adding, editing, & deleting a user in the ProProfs Knowledge Base.

 

 

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