OptimCE — User guides

Manage the community's users

Guide utilisateur User guide

1 Open the users list

Navigation
In the sidebar's "Management" section, click "Users" to manage the people who have access to your community.
Step 1

2 The community's users

Access management
This page lists everyone with access to the community and their role: administrator, manager or member. You can invite, change a role, or revoke access.
Step 2

3 Invite a manager

Invitation
Click "Invite a manager" to email an invitation to someone who will help run the community.
Step 3

4 Enter the email address

Invitation
Enter the email address of the person to invite. They will receive an invitation to join the community as a manager.
Step 4

5 See pending invitations

Follow-up
The "See pending invitations" button opens the list of invitations that have been sent but not yet accepted, both members and managers.
Step 5

6 Pending invitations

Follow-up
The "Managers" tab gathers invitations that have been sent but not yet accepted. While an invitation is pending, you can cancel it from this list.
Step 6

7 Change a role

Roles
The pencil next to a user opens the role editor. You can promote a member to manager, or set a manager back to a plain member.
Step 7

8 Save the role

Roles
Pick the new role from the list, then click "Save". The change takes effect immediately.
Step 8

9 Role updated

Roles
The user is now a member: their role tag has changed and the remove action is now available on their row.
Step 9

10 Remove a user

Removal
The red cross removes the user from the community right away — their access is revoked immediately, with no extra confirmation.
Step 10

11 User removed

Confirmation
Searching for that email now returns nothing: the user no longer has access to the community.
Step 11

Manage the community's users

Guide utilisateur User guide

1 Open the users list

Navigation
Tap the menu icon to open the drawer, then in the "Management" section tap "Users".
Step 1

2 The community's users

Users
This page lists the accounts attached to the community and their role. This is where you invite a manager, change a role or revoke access.
Step 2

3 Invite a manager

Invitation
Click "Invite a manager" to email an invitation to someone who will help run the community.
Step 3

4 Enter the email address

Invitation
Enter the email address of the person to invite. They will receive an invitation to join the community as a manager.
Step 4

5 See pending invitations

Follow-up
The "See pending invitations" button opens the list of invitations that have been sent but not yet accepted, both members and managers.
Step 5

6 Pending invitations

Follow-up
The "Managers" tab gathers invitations that have been sent but not yet accepted. While an invitation is pending, you can cancel it from this list.
Step 6

7 Change a role

Roles
On the user's card, the "Edit role" button opens the role editor.
Step 7

8 Save the role

Roles
Pick the new role from the list, then click "Save". The change takes effect immediately.
Step 8

9 Role updated

Roles
The user is now a member: their role tag has changed and the remove action is now available on their card.
Step 9

10 Remove a user

Removal
On the card, the "Delete" button removes the user from the community right away.
Step 10

11 User removed

Confirmation
Searching for that email now returns nothing: the user no longer has access to the community.
Step 11