Summary
The Users section provides the ability to create and manage ECM users and user roles.
Users
The Users grid lists ECM users and shows their status (disabled or not disabled).
Item | Description |
|---|---|
| Add User | Click to launch the Add User page to add an ECM user |
| Save Changes | Click to save changes |
| Cancel Changes | Click to discard changes |
| Search (text box) | Click in field to 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 | Click to disable ECM user account (Alternate: click Disable on the Edit User page) |
Other:
- Pagination - Pagination tool at bottom allows user to page to previous or next pages or go to first or last pages
- Number of items selector - Allows user to select number of items to be displayed on the page (Default: 50)
- Number of items shown - Displays the number of items shown out of the total number of items available
Add User
- Click Add User
- Complete the information for all fields except External Code
- Click Save to save changes and close the window
- Click Cancel to discard changes and close the window
- Click Save Changes on the Users grid to save new user
Add roles and sites
Required: After adding a new user, the next required step is to edit the user to assign them to role(s) and site(s). See Roles Management and Sites Management below.
Edit User
- Click edit icon (pencil) to launch the Edit - User page.
- The User Type of the selected user will determine what information is shown and is editable.
User Type - Regular ECM User
- For a Regular ECM User, Edit - Users fields can be edited as desired and roles and sites management options can be set.
- Roles Management - Select the role desired
- Sites Management - Select the sites that the user has permission to manage in ECM. Use Select All to select all sites if needed.
User Type - Account Administrator
- For an Account Administrator, Edit - Users only allows changes to the fields shown.
- Roles and Sites management settings cannot be changed.
- After editing:
- Click Save to save changes and close the window
- Click Cancel discard changes and close the window