Manage the access of users in your Plek space: add new users, logging out or deactivating a user or resetting a password.
Through the User overview in the admin panel, you can manage users in your Plek environment as an admin. You can add users, deactivate (and reactivate) them, or log them out.
Adding users
You can manually add users to your Plek environment, one at a time. Alternatively, you can perform a data import to add a large list of users at once.
Would you like help importing a list of users? Contact your account manager or email us at support@plek.co.
Adding a single user
To add a single user, follow these steps:
- Go to the admin panel and navigate to the user overview.
- Click Create new user in the top right corner of the screen.
- Enter the new user's details and select the appropriate permissions.
- Click Create to add the user. You will then return to the user overview, where a confirmation message will appear at the top indicating that the new user has been created.
You can choose whether or not the new user will receive an email about their newly created account in Plek. This is useful, for example, when adding a new employee who should only gain access on their first workday. You can send the welcome email from the user's profile at the desired time.
If you select that the user should not receive an email about the account creation, but you still add them to groups, they will receive notifications from those groups. However, the user will not be able to create a password from the group notifications.
Deactivating users
To deactivate a user, follow these steps:
- Go to the admin panel and navigate to the user overview.
- Find the user you want to block and click on the three dots under Actions on the right side. This will take you to the basic information of the user, including email address, name, and permissions. Here, you can (temporarily) remove the user from your Plek environment.
- Click Deactivate User.
- Click OK to confirm.
The user is now removed from your Plek environment. Any content posted by the deactivated user, such as documents and information pages, will remain on the platform.
Restoring a user is done in the same way. However, make sure to check Show blocked users in the filters of the user overview so you can find the relevant user.
Logging out users
- Go to the admin panel and navigate to the user overview.
- Find the user in the list and click on the three dots under Actions on the right side.
- Here, you will see the option to log the user out from all devices.
Good to Know!
From the user overview, you can also reset an employee's password. This allows you to send the user an email with a link to set a new password. You can find this option under the three dots under Actions.