Tag: How to use User Manager

Selecting a group under the Groups node of a site shows group profile information and a list of members of the selected group in the right pane. Right-clicking the group allows you to delete the group, e-mail all the users in the selected group, or add users to the group. You can also delete or e-mail the selected group by clicking the Actions button and selecting the appropriate menu option, or add users to the selected group by clicking the New button.

Add Users to Selected Group

Type in the users names separated by a semi-colon, use the Check Names icon to verify the user names, or click the Address Book icon to search for users.

E-mail all users in the selected group

Just type the Subject line and body message and click Send to send an e-mail to all the users in the selected group directly from the Web Part.

Delete the selected group

Select this option to delete the selected group.

Group Users

Selecting a user under a group node shows their profile and group membership in the right pane. On the Profile tab, click the Edit button to edit user profile information or click Sort to sort the user properties in ascending or descending alphabetical order. On the Groups tab, select a group(s) and click Remove from Group to remove the selected user from the selected group(s). From the tree, right-clicking the user allows you to remove the user from the group or e-mail the user.

• E-mail the selected user. Select this option to send an e-mail directly from the User Manager for Sites to the selected user. Same as e-mailing a user from the Alphabetical view pane.
• Remove the user from the group. Select this option to remove the user; it does not delete the user from the site or the Site Collection.

See also:

• User Manager for Sites – Sites View Pane
• User Manager for Sites – Organization View Pane
• User Manager for Sites Create User
• User Manager for Sites – Create Group

Return to Overview of Web Part

Step	Action	Result
1.	Site icons	The red site icon in the tree indicates that the site inherits user permissions from the parent site. The blue site icon indicates that the site has unique permissions.
2.	Site Information	Click on a site node (including the top level site) to see tabbed information in the right pane containing Group, Permission and User information for the selected site. You can drag and drop column headings in each of these tabs to the bar directly above the information grid to group information by that column heading.
3.	Export site information	You can export the list of Groups, Permissions, or Users in the right pane to Microsoft Word or Excel by clicking one of the buttons at the bottom right of the information grid.
4.	Create groups and users	The Sites view pane is the only view where you can create groups and users.
5.	Right-clicking Sites, Groups or the Groups node	Right-click a site, group or the Groups node to view a context menu of available actions. Right-clicking any site name allows you to create a user or a group for that site. Right-clicking the Groups node under any site allows you to create a new group for that site. Right-clicking a group name allows you to delete the group, add users to the selected group, or e-mail all the users in the selected group.

These topics provide more detailed information about user and group actions within the web part:

• User Manager for Sites – Create User
• User Manager for Sites – Create Group

Return to Overview of Web Part

Select a user name in the Alphabetical View in the left pane to view their profile and their group membership displays in the right pane.

Step	Action	Result
1.	Edit	Click the Edit button in the right pane to edit user properties.
2.	Sort	Click the Sort button to sort the properties A to Z (ascending). Click the Sort button again to sort Z to A (descending).
3.	Actions	From the Actions button on the tool bar, you can delete the selected user from the entire site collection, reset the user’s password, or email the user directly.
4.	Groups Tab	From the Groups tab in the right pane, you can view the user’s group membership and remove the user from one or more groups.
5.	Delete, Reset User Password or E-mail the User	Right-click the user name in the tree to delete the user from the entire Site Collection, reset the user’s password, or e-mail the user. Reset User Password Select this option to reset the selected user’s password. Email the user Just type the Subject line and body message and click Send to send an e-mail to all the users in the selected group directly from the Web Part.
7.	Delete the user from the Site Collection	Select this option to delete the user from all sites and groups within the Site Collection. NOTE: This action does not delete the user from the SharePoint User Profile database in order to retain the user’s history throughout SharePoint.

See also:

• User Manager for Sites – Sites View Pane
• User Manager for Sites – Organization View Pane
• User Manager for Sites Create User
• User Manager for Sites – Create Group
• User Manager for Sites – Manage Groups

You can also create groups from the New button on the tool bar depending on what node you have selected in the Sites view pane. Creating a group is very similar to creating a group in SharePoint Out-of-the-Box.

Step	Action	Result
1.	Name and Description
2.	Owner	Use the phonebook icon () to look up the person who is the owner of this group. (It does not have to be you, but it needs to be a user with elevated permission.)
3.	Group Settings	Specify who can view and edit the membership of this group.
4.	Membership Requests	Select the settings that you want for requests to join or leave the group. You can specify the email address to which requests should be sent.
5.	Give Group Permission in this Site	Choose a permission level for this group.

See also:

• User Manager for Sites Create User
• User Manager for Sites – Manage Groups

You can also access the Create a user feature from the New button on the tool bar depending on what node you have selected in the Sites view pane. Depending on how you have configured the Web Part, you may see up to 5 different screens that cover the following information:

Step	Action	Result
1.	Entering Active Directory user property information.	Fill in the required columns denoted with a red asterisk {*) beside the field and click Next.
2.	Assigning organizational units and security groups.	Pull down the drop-down arrow to select the organizational unit and click on a security group. Then click Next.
3.	Assigning the user to one or more SharePoint groups. (This is an optional step that is configured in the tool pane.)	In this step, select the group to which this user will belong and click Next.
4.	Assigning SharePoint permission levels to the user. (This is an optional step that is configured in the tool pane.)	In this step you choose the permission level for the user by clicking on a check box or boxes and then click Next.
5.	Review the user information you have entered before clicking the Create button and creating the account.	In this last step take a look at your choices and decide if they are what you meant to pick. If not, click the < Previous button to go back to the screen you need to change. When you are satisfied with your selections, click the Create button to create a user.

See also:

• User Manager for Sites – Sites View Pane
• User Manager for Sites – Organization View Pane
• User Manager for Sites – Create Group
• User Manager for Sites – Manage Groups

This view shows the organizational unit structure under the LDAP path configured in the tool pane for the Active Directory Services Settings.

• When you right-click a user name, you can:

  • Delete the user from the site collection

  NOTE: The delete action does not delete the user from the SharePoint User Profile database in order to retain the user’s history throughout SharePoint.

  • Reset the user’s password
  • E-mail the user

• View the selected user’s profile and group membership in the right pane

• Edit the user’s profile data
• Sort the user’s profile data
• See the groups in which this user is a member when you click the Groups tab

See also:

• User Manager for Sites – Sites View Pane
• User Manager for Sites Create User
• User Manager for Sites – Create Group
• User Manager for Sites – Manage Groups