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Users Section

A complete guide to adding, editing, and organizing users in your Knowledge Base

Written by Ivanna Parra

Updated at October 14th, 2024, by Ivanna Parra

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Table of Contents

Filtering Simple Search Advanced Search Sorting Users Adding New Users User Overview User Actions Edit User Delete User Deactivate/Reactivate User User's Activities Bulk Actions Edit Users Activate/Deactivate Users Delete Users Exporting Users Data Dictionary

The Users section is designed for easy user management within your account. Adding, editing, filtering, importing, or exporting users to and from your account has never been easier.

This article will serve as a guide through the different options and functionalities that this feature has to offer.

FYI We paginate records with a limit set to 60 by default for easier navigation.

 

Filtering

You have two search options: Simple Search and Advanced Search. Both let you filter by multiple values, separated by a comma, "or", or "OR".

Simple Search

A simple search is designed to optimize your workflow. By typing into the search bar, you will be filtering users by their full name. This search bar can also take in multiple search values, allowing for faster navigation and more efficient user management.

 
 

Advanced Search

Advanced filtering will enable you to query users by multiple fields at once, either through UI or query writing. Each field can take multiple values, and it can be combined with other fields. When building a query please be sure to separate keys with & symbol.

Filtering through UI will also generate a search query that will be located in the search field, and you can edit this query for better workflow.

 
 

Sorting Users

By default, all users are sorted by role. However, you can choose to sort them by name or job title. Sorting options can be found next to each attribute in the table header, and sorting can be combined with other actions like filtering or editing.

Adding New Users

To add a new user, click the Add New User button or import users via CSV.

Learn more about adding users → How To Add Users 

User Overview

Clicking on a user’s name brings up detailed information, including the user’s attributes, role, and activity stats.

User Actions

When you hover over a user’s name, several options appear:

Edit User

Change attributes such as first name, last name, email, job title, role, and assigned groups.

 
 

Delete User

Administrators and Super Administrators can delete users. Once deleted, a user can be added again if needed.

Learn more about deleting users → How To Delete Users 

 
 

Deactivate/Reactivate User

Temporarily restrict a user’s access to the Knowledge Base. Deactivated users can be reactivated by an admin at any time.

 
 

User's Activities

You can check the user's activities by clicking on Activities Button

 
 

Bulk Actions

Perform actions on multiple users at once by selecting the users using the checkbox next to their name. You can also use the "check all" option to select all users on a page:

Bulk actions include:

Edit Users

In this bulk action changed parameters will be applied to selected users.

 
 

Activate/Deactivate Users

In this bulk action selected users will be deactivated or reactivated.

 
 

Delete Users

In this bulk action selected users will be removed from the account.

 
 

Exporting Users

You can export the User's file in CSV or XLS format:

  1. Log into Helpjuice
  2. On your Dashboard, click on the Users button 
  3. Click on Export Users
  4. Choose between Export CSV or Export XLS.

The Users file exported from the Users page includes up to 1000 users. If you have +1000 users:

  • Super Administrators: Export a backup from the Backup & Restore section and check the Users.csv file. More information can be found here → How To Create & Restore Backups.
  • Super Administrators & Administrators: Export the Users file in CSV or XLS format from the Export Data page. 

     
 

Data Dictionary

When exporting users, the following fields will appear in the file. These fields help you better understand the exported data:

Column Description
id The id of the user
first_name The user's first name
last_name The user's last name
job_title The user's job title
email The user's email address
notify_about_drafts

Email Notification: Drafts Submitted For Review

  • TRUE: The notification is enabled
  • FALSE: The notification is disabled
notify_about_articles

Email Notification: Notify About New Published Articles

  • TRUE: The notification is enabled
  • FALSE: The notification is disabled
weekly_analytics_subscribed

Email Notification: Weekly Analytics Email

  • TRUE: The notification is enabled
  • FALSE: The notification is disabled
weekly_articles_subscribed

Email Notification: Notify Weekly About Changes In Followed Articles

  • TRUE: The notification is enabled
  • FALSE: The notification is disabled
sign_in_count How many times a user has logged in since they were added to the KB
current_sign_in_at Is updated every time the user signs in
last_sign_in_at Is the timestamp for the previous login
created_at When the user account was created
updated_at The last time the user account was updated
password_changed_at The last time the user updated their password
role_id The user's user role
deactivated_at Indicates when the user was deactivated
user administration user control users adjust users

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Related Articles

  • How To Add Users
  • How To Check User Activity

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