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Managing users

Discover how to create and manage user profiles in Joy.

Updated over 2 weeks ago

Users are the people who have access to your Joy account. This includes learners, administrators, and learning coordinators, who use or manage your knowledge assets.


Adding a user

To add a user, go to the Users page and click +User.

The User page with an arrow pointing to the +User button.

This opens the User Admin panel, where you can fill in various fields and settings.


Editing a user

To update a user's profile, go to the Users page and then click on their card.

A screenshot of the Users page, showing a list of user cards. An arrow points to the card for Chloe Baldwin.

To search for a user, type their name into the Search bar.

A screenshot of the Users page, showing a list of user cards. An arrow points to the search bar labeled "Search Users."

This will open the User Admin panel. To edit a user, view the Details tab and click the Edit icon. Edit icon.

The User Admin panel for Chloe Baldwin. The Details tab is shown. An arrow is pointing to the Edit icon.

Update the user’s information as needed.

You can also edit a user by clicking the More Actions icon. More Actions icon on their card, then clicking Edit Details.

A user card for Ruth Yamamoto with the More Actions icon selected. A dropdown menu is shown, and an arrow is pointing to the "Edit Details" option.


Inactivating a user

To inactivate a user, edit their profile and change the Status dropdown to Inactive. Inactive users can't log in to Joy.

The Details tab of the User Admin panel. An arrow is pointing to the Status dropdown, which is set to Inactive.


User fields and settings

All of a user's information and settings are found on the Details tab, organized into four sections.

Basic Info

First Name: The user’s given name.

Last Name: The user’s surname.

Display Name: The name that’s most often shown in Joy for the user. This field is useful if a user has a preferred nickname (e.g., Jennifer prefers to be called Jen).

When the Display Name field is blank, it will be automatically filled in with the user's first name and last name.

Pronouns: The user’s pronouns.

Title: The user’s job title, role, or position.

Division: The organizational area the user belongs to, such as their team or department.

Timezone: The timezone where the user is located. All dates and times in Joy show in the user’s timezone.

Preferred Language(s): The language the user prefers to use in Joy.

About: The user’s personal bio. For example, the user’s bio may list their job skills, employment details, areas of expertise, or fun facts.

Status: Whether the user’s Joy account is active or inactive. Inactive user accounts will not be able to log into Joy.

Type: The user's level of access in the account. Owners have full access to everything and can manage all settings, users, and content. Users can only view assets in the Knowledge Center and their assigned tasks.

Your account must always have at least one user with Owner access. A person with Owner access cannot change their own type from Owner to User.

Email: The user’s email address. The email address that you enter must be different for each user.

Username: What the user will use to log into Joy. For example, the user's employee ID, name, or email address. Every username in your account must be different.

When the Username field is blank, it will be automatically filled in with the user's email address.

Password: The user’s password.

Passwords must be at least eight characters and contain at least one number and one special character.

Contact

Primary Phone: The user’s main telephone number.

Mobile Phone: The user’s mobile phone number.

Address Line 1: The first line of the user’s address.

Address Line 2: The second line of the user’s address.

City: The user’s city.

State/Province/Region: The user’s state, province, or region.

Country: The user’s country.

Zip/Postal Code: The user’s zip code or postal code.

Coordinators

Primary Learning Coordinator: A person with a direct relationship to the user, such as a supervisor. A user can only have one primary learning coordinator.

Advanced

API ID (view only): The ID you can use to reference the user if you’re using the JoySuite API.

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