Detailed member management

As the administrator of your organization, you can easily manage large groups of members by including additional member properties such as department, title or budget allocation to your Admin Panel. You can sort or filter on any of these properties to quickly extract any information you might need such as how many users are part of a single department or cost center.

Adding additional user properties

1. Select members to update

1. Navigate to the Admin Panel.

2. Select the member(s) to whom you want to add additional properties.

2. Edit account information

1. Click on "Actions".

2. From the drop-down menu, select "Edit Account Info".

3. Apply user properties

You can update the following fields:

• Role
• Title
• Department
• Budget Allocation

For multiple users, apply the same property to all selected users. For single users, edit fields individually by selecting "Edit" in the respective column.

Multiple user example:

Single user example: 

4. Edit the Department or Title fields

Edit these fields by placing your cursor over the fields and selecting “Edit”.

5. Save your changes

1. Click "Save" to apply the updates.

2. The updated fields will be reflected in the user list.

6. Filter users by properties

All applied properties (Role, Title, Department, Budget Allocation) will be available in the Filters section. Use these filters to quickly organize and find specific user groups.

Adding user properties when inviting members

1. Invite members via email

1. Click "Invite Members".
2. Select "Invite Members via Email".
3. Add properties such as Department, Title, or Budget Allocation to the invited members.

2. Invite members via CSV upload

1. Click "Invite Members".
2. Select "Invite Members via Import".
3. Upload a CSV file containing user details.

3. Format for CSV upload

• Required: Email Address
• Optional Headers: Department, Title, Budget Allocation

Example of CSV File:

Once successfully imported, invited members and their allocated fields will appear in your user list.

Troubleshooting

• Ensure CSV files follow the correct format.
• Verify that email addresses are correctly formatted.
• If an error occurs, check for missing or incorrect data.

Related articles 

• Removing members from your organization
• Deactivating a member from your organization
• How to transfer file ownership in your organization

Need help?

1. Email: support@biorender.com
2. Live Chat: Available by clicking on the "Help" bubble in the app on the bottom right-hand corner.