Administrative User Setup:

Restricting Access to a Specific Site via Bulk Management

These instructions allow a domain to quickly limit access to a specific site in bulk for privacy or security reasons. The process involves three phases: creating the restricted list, identifying the affected users, and updating their permissions in bulk.

Phase 1: Create the “Access All-Temp” Access List

1. Log in to Envysion and click the Gear icon in the upper right corner.
2. Select Access from the administrative menu.
3. Click the Create Access List button.
4. Name the list (e.g., Access All-Temp) and provide a description (e.g., “All sites excluding [Site Name]”).
5. Click Update Permissions.
6. Toggle the icons for every site/EnVR you wish to include. Ensure the target site you want to hide is not selected (red/unselected icon).
7. Click Save Changes.

Phase 2: Export Current User Data

1. Navigate to the Users section under the Gear icon.
2. Use the Export tool to download a CSV of your current user database.
3. Open the CSV file in Excel or Google Sheets.
4. Filter the list to identify users who currently have “Access_All” access.

Phase 3: Update Users via Bulk Import

1. Prepare a new CSV file for import. You can use the exported file as a template, but ensure it matches the Bulk User Management format.
2. For the target users, modify the following columns:
   • Access List: Enter the exact name of your new list: Access All-Temp
   • Ensure that the Action column is set to “Update”
3. Save the file as a .csv.
4. In Envysion, go to the Users page and select Bulk User Management (or Import Users).
5. Upload your updated CSV file.
6. Review the preview to ensure the system recognizes the change from “All Sites” to the “Access All-Temp” list.
7. Click Submit or Import to finalize the changes.

Verification

After the import is complete, audit a few individual user profiles to confirm their Access tab now shows the Access All-Temp list instead of “All Sites.” These users will no longer see the excluded site in their “Watch Video” or “Live Monitor” views.