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Internal Users

Managing Users in your Account

You can manage your users from your Account Setup in Ragic.

To access the user management menu, you can hover on your user name on the top-right corner of your account and select Users under Account.

Alternatively, you can click on Account Setup, under the Start tab which will take you to your user management menu.

This user management menu will show you a list of all the users in your account.

Adding New Users

You can add a new user by clicking on the +New button and enter their user information. When the user information is saved, Ragic will automatically send an e-mail to the new user containing their temporary password to log into the system. The user can then change their password when they log on to Ragic.

Custom E-mail

You can customize the subject and the content of your e-mail notification when adding new users by clicking on Custom Email.

In the pop-up window, you can design the e-mail template using HTML formatting and use the following parameters:

Parameters for custom e-mail notification

Parameters Description
{{AP_NAME}} Your Ragic account name
{{USER_NAME}} Name of record creator
{{RECORD_LINK}} URL of this record
{{SERVER_DOMAIN_NAME}} Server domain name
{{RECORD_SUMMARY}} Summary of this record
{{FIELD ID}} Value of the field specified with Field ID
{{FIELD NAME}} Value of the field specified with the field name. Case sensitive. If there are more than one field with the same field name, use {{FIELD ID}} instead

You can click on Preview button which will show you a demo on how the custom e-mail looks like. If you decide to use our standard template instead, click on Restore to default will discard all the changes you've made. Once the editing completed, remember to save before you exit the pop-up window.

Please kindly note that the e-mail template will be applied when you add a new internal user or external user.

User Page

When you save a user, this user will have their information you entered shown in a user page in the system. You can change the design of this page if you need additional information about your users, but please make sure that you do not move or delete any of the default fields.

Resetting the Password for a User

If, for any reason, you would need to reset a user's password, go the user page of this user and click on the "Reset Password" button in the Actions menu on the lower right side.

If you have already set a default password for your company, the password will be reset to this default, and upon logging in, the user will be prompted to create a new password for their account. If you haven't set a default password, the password will be 0000.

User Privileges

When you are adding a new user in your account, think of what privileges you would like to grant for specific users, depending on the sheets you have created, and add them to the appropriate user groups. This can be configured from the user page under the field "Ragic Groups". You can set the access rights to each sheet for different user groups. By adding your users into the correct user groups, and setting up access rights on each sheet, you will ensure what each user has access to. If a user is in multiple groups, they will access the form with the group that grants them the most privilege.

User Suspension

Suspended users will not be able to access your account. This is useful to do when an employee leaves your company, but you still need to retain their account information. It is best practice to suspend a user, and deleting a user is not recommended.

Status -> SUSPENDED

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