User Administration

 

 


 


The User Administration window enables creation or modification of users and permissions.

Steps for creating a new user:

  1. Select "New User"
  2. From the "New User" Window, select a job(s) that the new user will have access to.
  3. Type in First Name, Last Name and valid Email Address
  4. Select either "Auto Generate Password" for an auto generated password OR select "Enter The Password" and type a password into the password field.
  5. OPTION 1 - Select "Company Administrator" to give the user full access to all jobs/searches in the system.
  6. 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 in a search
    • Quarantine- Ability to quarantine files identified in a search
    • Delete - Ability to delete files identified in a search

      7. Select "Active" checkbox to enable the user. (NOTE: To deactivate a user, simple deselect "Active" and save.

      8. Select Save to save your new user or "Cancel" to cancel setup


Steps for editing an existing user:

  1. Click on the user in the user name grid
  2. Select "Edit" at the bottom of the name grid
  3. From the User Profile area, make any desired changes to job access, password or job permissions.
  4. Click on "Save Permission" at the bottom right of the Job Permissions area and then "Save" under the Users Grid to save the profile.


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