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The User Management windows enables creation or modification of users and permissions.

Steps to Create a new user:

  1. Select "Entity" from the drop-down list at the top of the page. (Most deployed systems will only display a single entity.) 
  2. Select "New User"
  3. From the "New User" Window, select a job(s) that the new user will have access to.
  4. Type in First Name, Last Name and valid Email Address
  5. Select either "Auto Generate Password" for an auto generated password OR select "Enter The Password" and type a password into the password field.
  6. OPTION 1 - Select "Company Administrator" to give the user full access to all jobs/searches in the system.
  7. 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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