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Item | Description |
|---|---|
| Add User | Launch the Add User page to add an ECM user |
| Save Changes | Save changes made on the page |
| Cancel Changes | Discard changes made on the page |
| Search (text box) | Search information in the grid; numbers, letters and some characters accepted |
| Edit (pencil) | To edit an ECM user, click the edit icon (pencil) |
| Email Address | User's email address |
| Full Name | User's full name |
| Nickname | User's nickname |
| Disabled | Select disable ECM user account (Alternate: click Disable on the Edit User page) |
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- For a Regular ECM User, fields can be edited as desired and role can be selected.
- Select the role desired for this user
- For an Account Administrator, the edit page only allows changes to the fields shown.
- Roles, Sites and Groups management settings are not shown. The Account Administrator has unrestricted access to all sites and groups.
Sites Management
- Select the sites that the Regular ECM User has permission to manage in ECM. Use Select All to select all sites as needed.
Groups Management
- Select the site groups that the Regular ECM User has permission to manage in ECM. Use Select All to select all sites as needed. (See Groups (tab) for information on site groups.)
- After editing:
- Click Save to save changes and close the window
- Click Cancel discard changes and close the window
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