If you know who is going to register or log on to your platform, you can use the function "automatic group assignment". All you need to do is insert the e-mail addresses of the respective person(s) in a list.
You can either insert one e-mail address after the other or upload a list with all e-mail addresses. If you are expecting a lot of registrations, we recommend to upload one list for each group.
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Requirements for an e-mail list - The list needs to be available as a ".txt" or ".csv" file. Make sure that the file only contains e-mail addresses! You can use ";" or "," as separators in ".txt"-files. ".csv"-files can be created in every spreadsheet programme such as MS Excel or Open Office.
Proceed as follows:
|1| Choose "Groups & Users" from the main menu by clicking on it.
|2| Click on the modify-button in the row "Automatic group assignment".
|3| The e-mail addresses of future registered users are inserted in the table.
|4| Click on the red link "upload list of email addresses" on the left side.
|5| Insert the path to your list of e-mail addresses by clicking on the "browse"-button.
|6| If required, insert an expiration date. As soon as the expiration date is reached, the automatic group assignment will be stopped.
|7| Choose to which groups the newly registered users should be assigned.
|8| Click on "Upload file".
|9| Check your settings in the list and make adjustments if necessary.
|10| Save your settings by clicking on "Save changes".
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As soon as a person registers on your platform with one of the specified e-mail addresses, he/she will be automatically added to the respective group. Users can start working on the platform immediately. There will be no more delays caused by manual group assignment.
The e-mail addresses of registered users are displayed in a list below the "Save changes"-button. This way, you can check who has already registered and who hasn't. The automatic group assignment will only work for one registration per e-mail address.
If a person has more than one user account with the same email address it is also possible to manage the permissions for all of these accounts - but as stated above - step by step. Every time before another user account of this person registers or logs on for the first time the automatic group assignment has to be set again.
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It is allowed to use one e-mail address for more than one username. But you cannot use a username twice.
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