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Adding and Managing Users in Battleground

To add a new user into Battleground, assign them a role, and view and edit existing users efficiently.

This article explains how to add, view, and edit users in Battleground, and how to assign roles to control their permissions.

Key Steps:

  1. Accessing User Management:

    • Navigate to the Battleground homepage and log in if prompted.

    • Click on the "Users" option on the left side panel to view existing users.

  2. Adding a New User:

    • Click the "New User" button in the top-right corner.

    • Fill in the required fields, such as first name, last name, and email.

    • Optionally, fill in additional fields such as phone number, job title, or company name.

    • Assign the user a role based on the permissions they require. If you are unsure which role to assign, refer to the Roles and Permissions guide.

    • Click the "Save" button on the top right to save the new user.

  3. Viewing and Editing Existing Users:

    • To view or edit an existing user, click on the user's name.

    • Review their information and current roles.

    • Modify roles as needed and click "Save" to update changes.

Cautionary Notes:

  • Ensure all required fields are filled in accurately to avoid errors.

  • Double-check role assignments to grant appropriate permissions to users.

  • Save changes promptly to avoid losing any modifications.

Tips for Efficiency:

  • Use the save-and-return arrow at the bottom of the form to quickly save and go back to the user list.

  • Use the "Save and New" option to streamline the process of creating multiple users.

  • Regularly review and update user roles to maintain security and access control.

By following these steps, you can effectively manage users in Battleground, ensuring smooth operations and access control within the platform.

Download a guide here.

Watch a video demonstration here: