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The User Management-All Users windows enables creation or modification of users and permissions.
Steps to Create a new user:
- Select "Entity" from the drop-down list at the top of the page. (Most deployed systems will only display a single entity.)
- Select "New User"
- From the "New User" Window, select a job(s) that the new user will have access to.
- Type in First Name, Last Name and valid Email Address
- Select either "Auto Generate Password" for an auto generated password OR select "Enter The Password" and type a password into the password field.
- OPTION 1 - Select "Company Administrator" to give the user full access to all jobs/searches in the system.
- OPTION 2 - If you do not assign the new user company administrator privileges, you may individually select permissions from the permissions area. Assignments are listed below:
- Job Administrator - Administrator access to all permissions associate to a Job
- Collection - Ability to collect files identified by a search
- Manage Keywords - Ability to select and modify keyword groups
- Manage File Owners- Ability to select and modify file owner groups
- Mange Extension - Ability to select and modify extension groups
- Manage Endpoint - Ability to select and modify endpoint groups
- Manage File Name - Ability to select and modify file name groups
- Manage Hash Group - Ability to select and modify hash groups
- Manage Application - Ability to select and modify application groups
8. Select Save to save your new user or "Cancel" to cancel setup
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