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Articles

  • How to Set-Up a Default Group for SSO Generated PostBeyond Accounts

    Overview The article provides a guide on how to automate the creation of user accounts in PostBeyond using Single Sign-On (SSO) and how to manage these accounts by setting up a default group. It outli...

  • How to Use Last Login & Last Share Filters to Clean Up User Lists

    Overview This article guides admins on how to efficiently manage their team and optimize license usage by utilizing Last Login and Last Share filters. These filters help identify inactive users on the...

  • How to Bulk Regroup Users via CSV

    Overview This article guides users through the process of bulk regrouping multiple users into different groups within the PostBeyond platform using a CSV file. It provides step-by-step instructions on...

  • What are Home Groups? How Do I Add Home Groups?

    Overview Home Groups are a feature designed to assign a primary group to users who are part of multiple groups within a platform, streamlining reporting, analytics, and content suggestions. The articl...

  • How to Bulk Delete/Archive Users

    Overview This article provides a detailed guide on how to bulk delete or archive users on a platform using two methods: via a CSV file upload and through direct selection from the team list. It includ...

  • How to Delete/Archive an User

    Overview This article provides a step-by-step guide on how to archive a user in PostBeyond, which is an alternative to deletion that allows for the retention of user records while removing them from a...

  • How to Send an Email Invitation to New Users

    Overview This article guides you through the process of inviting new users to join PostBeyond via email. It outlines the advantages and disadvantages of using email invitations and provides a step-by-...

  • How to Retrieve a User Once They Have Been Archived

    Overview This article provides a step-by-step guide on how to view and reactivate archived users in PostBeyond. It details the process of changing a user's status from 'Archived' to 'Registered' throu...

  • How to Import Multiple Users at Once (Bulk Uploading via Email Invite)

    Overview This article guides platform administrators through the process of bulk uploading users by using a CSV file. It provides step-by-step instructions on how to navigate the platform's interface,...

  • How to Add New Users to a Group Upon Sign-Up

    Overview This article provides a step-by-step guide on how to automatically add new users to a specific group in PostBeyond when they sign up using a special link. The process involves generating a un...