Each user must have their own unique user login and password.

This ensures changes and edits do not accidentally overwrite each other and provides an audit trail of important actions.

Adding a new user

You must be a Manager or higher to add a user. From Admin > Users select New User and provide an:-

• Email address
• First and last name
• User Role

then click save. The new user will be sent an activation email with a link allowing them to create their own password.

User Roles

• Library
  • View Library Only
• Manager
  • Rollback/History, View, Edit, Delete, Expire and Publish
  • Manage Users/Groups
  • Reports / Report Authoring
  • Website Config
• Author
  • Rollback/History, View, Edit, Delete, Expire and Publish
• Reviewer
  • View and Edit
• Guest
  • View Only

Administrator

The Administrator may configure the database, field dictionary and user interface. This is a highly restricted security level.

•    Administrator
  • All Admin Tools
    • Tables
    • Field
    • Related Types
    • Related Attributes
    • Global Configuration
    • Website Configuration
  • Rollback/History, View, Edit, Delete, Expire and Publish
  • All Security
  • All Reports
    • Advanced query building tools