Work with users

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Users represent individual user accounts that can be accessed in the system with their own credentials. Anytime a user reaches out that they need to change something in their profile or a team lead wants you to add a new team member to your Xperience application, follow this quick guide to find your way around the Xperience Users application.

How to create or edit a user

To create a new user, you must have Xperience configured to send transactional emails.

  1. Go to the Users application.

  2. Select New user, fill in their information, and save the changes.

    • When you create a new user, Xperience sends them a confirmation email with a link to create their password.

  3. You can change other users’ credentials as an administrator with appropriate permissions. Find the user in the Users application and update their profile.

  4. Change the user’s general information and roles, or activate or deactivate the user.

How to update your password

  1. On the application dashboard, locate the User menu (bottom-left button).
  2. Go to your personal Account.
  3. Go to the Password tab and change your password.
  4. Save your changes.

Create a user

Suppose a new digital marketer starts working for your company next week. Create a new user, assign them the role of Digital Channel Marketer, and email them an invitation.

Xperience sends invitations to new users, so you need to have Email-sending functionality configured. See our Email configuration documentation to learn how to set up email sending.

If sending emails fails in your live project, you can retrieve the invitation link from the notification. You can find the notification in the Email queue application.

Task:

  1. Go to the Users application.

  2. Select New user.

  3. Add information about the user:

    1. New user email: lauram@kbank.com.
    2. Role: Digital Channel Manager.

  4. Send the invitation.

Your Xperience demo website doesn’t send any invitations for this exercise.

  • To see the invitation email, go to the Email queue application and find the user’s email in the To column, with the subject: “You have been invited to join…”.
  • The email’s body contains a link to help you finish the new user’s registration.
  • Open the link in a new anonymous browser tab, create a password for the user, and Sign up. (Using an anonymous tab prevents Xperience from switching into this newly created user account from the Global Administrator you use in your main browser.)

If you sign in as the user you’ve created, you will see only the applications with assigned permissions on the dashboard.

Laura Miller, the Digital Channel Manager:

Users and roles are an essential part of Xperience by Kentico administration. By setting them up, you can help everyone focus on their daily jobs.

Next step

Continue learning about your next steps with user management.