Self Help/Account Management/Standard SlideRocket Accounts

Adding and Managing Users

Tara Clark
posted this on August 13, 2010 10:16 am

With SlideRocket's collaboration features users can share Presentations, Library Slides, Media, and Themes with other SlideRocket users in their organization. Admin users have access to the Manage Users and Groups tab in SlideRocket and there can add users to their organization's SlideRocket account, delete users, and reset users' passwords.

 

ADVANCED NOTES

  • Lite users can add up to 4 additional users to their account for free. Pro users can add more users to their account for an additional fee. For more account information click here
  • Google Apps users who integrated their accounts with SlideRocket after the introduction of Google Checkout in December 2010 can only manage users through the SlideRocket Dashboard in Google Apps

 

 

This document covers

  

Adding New Users

  1. Click account
  2. Click Manage Users and Groups
  3. Click Add New User button addnewuser.png
    addnewuseroptions.png
  4. Enter user’s email. This will become his/her login or User ID
  5. Select password option
    • Assign temporary password: Provide user with auto-generated password
    • Enter new password for user. If this option is selected, first Enter New Password then Retype New Password
  6. Fill in First Name and Last Name of new user
  7. Select role for each user
    • Standard Users can
      • Create new presentations and slides
      • Edit any presentations for which they have permission
      • Share any items they create or import with others
    • Admins can do everything a Standard User can as well as
      • Create new users and groups
      • Delete users and groups
      • Change billing plan
      • Set capabilities for groups
  8. Click Ok

 

ADVANCED NOTE: Lite users can only add other users as admins, not as standard users.

 

 

Importing Multiple Users 

Multiple users can be imported at the same time using a CSV file. 

  1. Create CSV file with new users 
  2. Email,First Name,Last Name,Password (Password is optional)
  3. Click account 
  4. Click Manage Users and Groups 
  5. Click Import importbutton.png
  6. Click Choose file and start import…
    importusers.png
  7. Select file on computer and click Open

      

ADVANCED NOTE: When a new user is created, a welcome email will be sent, along with that user’s login information.

 

 

Deleting a User

Before deleting a user, select another user to transfer ownership of all media currently owned by the user about to be deleted. You will be prompted to transfer ownership during the deletion process. 

  1. Click account 
  2. Click Manage Users and Groups
  3. Click user’s name to be deleted
  4. Click Delete User button deleteuserbutton.png. This can also be accessed by right-clicking and selecting Delete User
  5. Select another user to assign ownership of all presentations, slides, media and themes currently owned by user about to be deleted
  6. Click Ok to confirm deletion of user and transfer of ownership

 

 

Resetting a User’s Password

If a user forgets his/her password, an Admin user can reset it.

  1. Click Account
  2. Click Manage Users and Groups
  3. Right-click Email/User ID to be changed
  4. Click Change password...
  5. Select one reset option
    Screen_shot_2011-12-22_at_12.33.47_PM.png
    • Assign temporary password: Provide user with auto-generated password
    • Enter new password for user. If this option is selected, first Enter New Password then Retype New Password
  6. If desired, check Require password to change on next login
  7. Click Ok
  8. An email with new password will be sent to user
 
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