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 over your user name in the top-right corner of your account and select Users under Account.
Alternatively, you can click the hamburger icon on the upper-left of the page, and select Manage Users under User Access.
This user management menu will show you a list of all the users in your account.
You can add a new user by clicking on the +New button and entering 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.
If you would like to resend the invitation, you can click on the Resend invitation button.
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 variables. Check all supported variables here.
You can click on which will show you a demo of what the custom e-mail looks like. If you decide to use our standard template instead, click on will discard all the changes you've made.
Furthermore, you may also attach a URL, Excel, PDF, or mail merge file of the record; or other attachments.
After completing the template, you can simply click on the Re-send invitation e-mail button and it will send a new invitation e-mail with your adjusted template to the selected user.
If you wish to use this template for all future invitations, please click "Save as email template". Please kindly note that the e-mail template will be applied when you add new internal users or external users.
When you save a user, this user will have the information you entered shown on 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.
If, for any reason, you would need to reset a user's password, go to 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.
In case you would like to change the login e-mail address of a user, as a SYSAdmin you may click on the "Change E-mail" action button from the Actions panel within the corresponding user's page. This action button will directly change the E-mail value of the user.
Input the updated e-mail address in the pop-up window. When the e-mail is confirmed, Ragic will automatically send an e-mail to the updated address containing the user's temporary password to log into the system. The user may then change their password when they log on to Ragic.
When a user resigns or is transferred to another department/position, you can also transfer the user's entry access rights (such as entries where the user was an entry manager, bulletin user, or survey user, as well as the entries previously assigned , and approvals previously submitted to him/her) to another user via the Entry Owner Transfer action button.
Click the button and choose to which user you'd like to transfer the access right (note: you cannot transfer entry access right to external users).
Note: After transferring the access right, the user will no longer have access to the entries he/ she previously had.
When you are adding a new user to 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 to 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.
Suspended users will not be able to access your account. This is an ideal action to do when an employee leaves your company, but you still need to retain their account information. Deleting a user from the user list is not recommended since it would erase his/her account information from your database.
When suspending or deleting users, the system will automatically decrease the subscription user number. However, if decreasing the number of users will make the subscription fee even higher due to becoming ineligible for volume discounts, the system won't automatically update the subscription user number. For mass deleting, the message will display in the lower-left corner.
Ragic SSO uses SAML 2.0 protocol. When your SSO authentication account is different from your E-mail, you will need to fill in the User identification value provided by IDP field (please contact support if you don't have this field). If your Ragic account E-mail is "firstname.lastname@example.org", but your login name is "ragic/support". You should enter "ragic/support" in this field to successfully pass the authentication process.