# Creating and managing user accounts {% embed url="" %} ## Overview There are a number of ways that you can invite users to join you in Breakroom. You can: * Create multiple user accounts simultaneously by [uploading a CSV file](#importing-and-exporting-users-lists) * Create user accounts one at a time by manually [editing your user records](#adding-individual-users) * Allow users to [register their own account](#enabling-self-registration) the first time they visit your World * Enable your existing [single sign-on (SSO)](https://docs.breakroom.tech/opening-the-doors/creating-and-managing-user-accounts/single-sign-on) service Finally, if you're hosting a free or for-cost ticketed event in Breakroom, you'll want to take advantage of [Eventbrite integration](https://docs.breakroom.tech/opening-the-doors/creating-and-managing-user-accounts/eventbrite-integration) to make logistics a snap. {% hint style="info" %} Only [World Owners](https://docs.breakroom.tech/opening-the-doors/world-level-user-permissions#owner) and [World Administrators](https://docs.breakroom.tech/opening-the-doors/world-level-user-permissions#administrator) can access the Dashboard. {% endhint %} ## Importing and exporting user lists CSV files, or *comma-separated values* files, are spreadsheets containing relevant user account information. Uploading a populated CSV file will create an account for each user listed on the spreadsheet, complete with password. You can also include important institutional information about each user, which may be displayed in their [user profile](https://docs.breakroom.tech/exploring-breakroom/networking-with-other-users) or in-world hovertext (the identifying text that appears above each avatar's head). ### Downloading a blank CSV file You can download a fresh, unpopulated CSV file by clicking on the file link below. {% file src="" %} You can also download an unpopulated CSV file directly from the Dashboard. Click on the **Manage Users tab**, and then click the **Import Users button**. The Import Users window will appear. Click on the link that says "Download CSV Model," and save the file to your computer.

Highlighted: The location of the "Download CSV Model" link.

### Opening and editing a CSV file

Pictured: A blank Breakroom CSV file open in Microsoft Excel.

You can open and edit CSV files using any commonly available spreadsheet software, such as Microsoft Excel or Google Sheets. When you open a blank Breakroom CSV file, you will see a series of fields where you can enter required or optional information. Required information includes: * Display Name: This is the name that serves to identify the user while they are in-world. It will appear in the identification tag that hovers over the user's avatar, as well as in the user's [profile](https://docs.breakroom.tech/exploring-breakroom/networking-with-other-users). *Display names can be changed at any time by the World Owner or a World Administrator.* * Username: This is a permanent username that serves to identify the account. It can also be used in place of the user's email address during the login process on the [desktop viewer](https://docs.breakroom.tech/opening-the-doors/desktop-viewers). * Email address: This should be an email address to which the user has full access, in case they need to change their password. * Password: This should be a complex, unique password of six or more characters. * Type: This field should contain the user's [World-level permissions](https://docs.breakroom.tech/opening-the-doors/creating-and-managing-user-accounts/world-level-user-permissions) type. (If you do not enter a value in this field, the user type will default to [*Guest*](https://docs.breakroom.tech/opening-the-doors/world-level-user-permissions#guest)*.*) {% hint style="info" %} Usernames can contain a maximum of 32 characters. Only alpha-numeric characters, spaces, underscores, periods, and dashes can be used. *If you do not enter a custom username, one will be auto-generated from the user's display name.* {% endhint %} Optional fields include: * Title: This is optional information that will also appear in the hover tag displayed above the user's avatar, as well as in their profile. For instance, you might use this field to identify a "Senior Delegate," or make it something fun like "Metaverse Wanderer." * Job Title: This refers to the user's actual job title. If you supply this information, it will be displayed in the user's hover tag and in their profile. * Company: The company the user works for. If you supply this information, it will also be displayed as described above.

Pictured: Using Google Sheets to export (download) an example file in CSV format.

Once you've entered the minimum required user data, you will need to save or export the document in CSV (.csv) format. You can change the document name if you like. ### Uploading a CSV file

Highlighted: The location of the Import Users button.

To upload a CSV file, navigate to the **Manage Users tab** of your Dashboard and click the **Import Users button**.

Highlighted: The location of the "Upload file" field.

In the Import Users window that appears, click the "**Upload file" field**. This will launch a standard file import window on your computer. Locate the CSV file you want to upload, click on it, and then click the **Open button**.

Pictured: The CSV file verification message.

If your CSV file contains any errors, the document will be rejected and those errors will be highlighted so you can make the necessary corrections. If no errors are detected, you will see the "CSV file verification succeeded" message displayed in the image above. Click the **Import CSV button** to continue.

Pictured: The Manage Users panel.

Once you've successfully imported your users, you will see them listed under the Manage Users panel. You can click the **pencil icon** located next to a user's name to manually edit their information, or click the **trash can icon** to remove them from your user list altogether. If you need to locate a particular user or set of users, you can also make use of the following functions: * The **search field** in the upper left corner allows you to search for a name, email address, or specific user ID. * The **"Search by status" drop-down menu** allows you to display only those users who have a particular status (e.g. active, pending, etc.). * The **"Select user type" drop-down menu** allows you to display only users of a certain type (e.g. World Administrators, World Developers, etc.). ### Exporting existing users as a CSV file

Highlighted: The location of the Export Users button.

To download a CSV file containing all of your current user information, click the **Export Users button**. ## Adding individual users

Highlighted: The location of the Add Users button.

Adding a user to your roster manually is as simple as filling out a text form. To begin, navigate to the **Manage Users tab** on your Dashboard and click the **Add Users button.**

Pictured: The Add Users window.

The Add Users window will appear. To create a new user account, you will need to provide at least a **Display Name, Username**, **email address**, and **password**. You'll also need to choose a [user type](https://docs.breakroom.tech/opening-the-doors/creating-and-managing-user-accounts/world-level-user-permissions). If you want to add more than one user during a single session, click the **plus icon** in the bottom left corner to generate an additional set of user information fields. When you are finished keying in your user data, click the **Add User button**. ## Assigning user types
User types correspond to [World-level user permissions](https://docs.breakroom.tech/opening-the-doors/creating-and-managing-user-accounts/world-level-user-permissions), and can be changed by clicking the **pencil icon** located to the right of a user's name and then selecting the type to be assigned. A detailed explanation of the different user types and [step-by-step instructions](https://docs.breakroom.tech/opening-the-doors/world-level-user-permissions#assigning-and-revoking-advanced-world-level-permissions) for assigning or revoking World-level user permissions are also available. ## Managing user status

Highlighted: The "Search by status" drop-down menu and the user status column.

In addition to a user type, each user is also assigned a *status*. You can use the **"Search by status" drop-down menu** to display only the users assigned that particular status, and to narrow down your search for a specific user. The status types are: * Active: The user's account is active and accessible to the user. They can log in to your World. If you have assigned them advanced [World-level user permissions](https://docs.breakroom.tech/opening-the-doors/creating-and-managing-user-accounts/world-level-user-permissions), they have access to the virtual tools they need (e.g. Curator). * Inactive: The user's account information is preserved, but they cannot currently log in to your World. See the section that follows for more information about [activating and deactivating users](#activating-and-deactivating-users). * Pending: The user's account is pending activation, and they have not yet logged in. This may be due to a lack of available [seats](https://docs.breakroom.tech/opening-the-doors/seats-and-concurrency). {% hint style="warning" %} By default, inactive users will not be displayed in your user list. To see your Inactive users, please use the **"Search by status" drop-down menu** to select the *All* or *Inactive* option*.* {% endhint %} ## Activating and deactivating users

Pictured: The Manage Users tab on Dashboard, with the user management tools highlighted.

Users can be deactivated individually or in bulk. When a user is deactivated, they will still appear under the Manage Users tab, with their user status changed to *Inactive*. They will no longer be able to log in, and will no longer take up one of your account's [seats](https://docs.breakroom.tech/opening-the-doors/seats-and-concurrency).

Pictured: A deactivated member listing. Notice how the trash can icon has been changed to an "undo" icon.

To deactivate an individual user, click on the **trash can icon** located to the right of their name. The trash icon will then change to an **undo icon**. To reactivate the user, click the **undo icon**. To deactivate or activate multiple users at once, check off each relevant name in your user list and then click the **trash can icon** or **undo icon** located in the top right above the user list.

Pictured: The undo icon and the trash can icon.

If a user seems to disappear from your user list when you deactivate them, make sure that the **"Search by status" drop-down menu** is set to show *All* users or *Inactive* users. If it is set to any other option, you may not see your full user list.

Pictured: The "Search by status" drop-down menu, showing the different filtering options.

{% hint style="warning" %} When you reactivate an inactive user account, the account will default to *Pending* status and *Guest* type. You will need to update their [World-level user type](https://docs.breakroom.tech/opening-the-doors/creating-and-managing-user-accounts/world-level-user-permissions) manually. {% endhint %} ## Enabling self-registration

Highlighted: The location of the Self Registration toggle.

When self-registration is enabled, users who access your World through [World Stream](https://docs.breakroom.tech/opening-the-doors/world-stream) or a dedicated [desktop app](https://docs.breakroom.tech/opening-the-doors/desktop-viewers) can sign up for their own account. Each user registration will take up one of your available [seats](https://docs.breakroom.tech/opening-the-doors/seats-and-concurrency), and users will be given the opportunity to pick a [starter avatar](https://docs.breakroom.tech/getting-started/customizing-your-avatar/choosing-a-starter-avatar) from your default avatar collection. You can enable or disable self-registration from your Dashboard by following the steps below. 1. Navigate to your [Dashboard](https://docs.breakroom.tech/building-new-worlds/breakroom-dashboard-tour). 2. Click on the **World Customization > World Access tab.** 3. Click the **Self Registration toggle** to enable or disable self-registration. {% hint style="info" %} If self-registration is disabled, you will need to import or manually create user accounts using the steps outlined [above](#overview), or [enable SSO](https://docs.breakroom.tech/opening-the-doors/creating-and-managing-user-accounts/single-sign-on). {% endhint %}