Introduction to the activity:
User creation is divided in 2 steps, the start-up phase, where you have to populate the database for the first time and the update step in which you have to maintain your database of users. In the start-up phase is important to define the cataloging policies, the parameters to use and the policies. Based on your organization complexity you can choose from:

• Standard cataloging fields
• Cataloging with additional fields
• Cataloging with additional fields + Groups
• Cataloging with additional fields + Groups + Tree

Workflow:

• Choose cataloging policy
• Groups management
• Tree management
• User creation
• User editing and deletion
• User moderation
  

Choose cataloging policy:
Based on organization complexity you have to set up strategies that fit your organization structure, you have 4 alternatives available:

• Standard fields cataloging: in this case you will use only standard system fields (Name, Surname, e-Mail).
• cataloging with additional fields: You can add to standard fields more fields that you have previously created; additional fields can be simple text, extended text, drop-down, yes/no, data and file upload, all that fields can be used as search fields.
• cataloging with additional fields + Groups: Groups are “boxes” where you can insert users, have a cataloging goal but you can also use it for defining roles. To each group you can associate cataloging fields, in this way a user subscribed to a certain group will have standard and additional cataloging files and also cataloging fields associated to the group.
• cataloging with additional fields + Groups + Tree: If groups are “cross users” the organization module allows to put the users inside a tree structure, where the sub-tree can have custom cataloging field. Based on your cataloging policy a user can be stored in a single sub-tree or in multiple ones.
  

Groups management:
We have described many groups functions, we can also associate groups to specific sub-trees or other groups.
We have 4 kind of groups:

• Free Groups: Visible to all the users and all the user can auto-subscribe.
• Moderated Groups: Groups visible to everyone and everyone can auto-subscribe but a moderator have to authorize him.
• Closed Groups: Group visible to the users where the moderator or a sub-administrator can subscribe
• Group: Groups not visible to the users but only used by the administrator.
  

Groups can also set to be visible only to certain sections of Docebo.


Tree management:
User cataloging inside the tree offers a complete vision of the organization structure and eases the user cataloging. The tree can be organized in relation of the company context and can set up the following parameters:

• Cataloging fields are common for all the sub tree • Custom cataloging field
• Sub tree cataloging
  

Attention: users inside the sub tree are “virtual” users and cannot be managed when are located there, management operation may be done only in root area.

User creation:
User creation can be done in different ways:

• User are created directly by the Administrators
• Creation “moderated” by a sub administrator (Administrators with moderator role have to confirm)
• Auto subscription to the platform
• Moderated auto subscription (Administrators with moderator role have to confirm)
  

During the creation we can also subscribe users and associate them to the tree (this operation only when in admin context), during the subscription phase the interface will also ask to fill extra fields associated with groups and sub tree areas.
Modify/Delete users: Clicking on the tree root you can perform several actions:

• “Frozen” (suspended) users
• User deletion (with all related data)
  

It is possible to edit the user parameters in every part of the tree, when you edit a user you can also edit all related fields. Remember that certain fields can be hidden by the user profile and that users can edit their fields from their user profile.

We have 3 ways for subscribing user to the platform,

• Free subscription: Everyone can subscribe to the platform
• Moderated subscription: Everyone can self subscribe to the platform but must be authorized by the Administrators with moderation rights.
• Subscription is made only by the administrators: Only Administrators and Sub-Administrators with moderation rights can create users.