Adding a user

About the example

First, review the requirements of the users that need to access the telephone bill reports.
  • One set of userids for the customer service department. Identify one user as a user administrator. The user administrator can add other users and reset passwords.
  • One userid for Customer XYZ.

On the example system, users obtain permissions from groups. That means that the users are not added to application groups and folders. When groups are defined, the users are added to the groups.

The basics

In general, here is how you work in the administrative client to add a user. See the online help for details.

  1. Choose a library server and select Users.
  2. Pick one of two ways to add a user.
  3. Define the properties of the user by completing fields in the Add a User dialog box.
  4. Optionally add the user to groups.
  5. Optionally add the user to application groups and set application group permissions.
  6. Optionally add the group to folders and set folder permissions.
  7. When finished, add the user by clicking OK in the Add a User dialog box.
Note: To add a user, the logon userid must be a user with create users authority, a user administrator, or a system administrator.

Choose a server

  1. On the left side of the administrator window, click the name of the library server to which you want to add the user.
  2. Expand the areas of the library server. Double click the server name or click the + (plus) to the left of the server name.
  3. Select Users.

Two ways to add a user

You can add a user by using the New User command. You can also add a user by copying an existing user definition.
New User command
From the File menu, select New User to open the Add a User dialog box.
Copy command
You can use the copy command to add a user. In the User ID list, point to the user that you want to copy and click the right mouse button. Select Copy from the pop-up menu to open the Add a User dialog box. The fields in the dialog box contain information copied from the user you selected. At a minimum, you need to change the User ID (userids must be unique to the library server).

Adding the user

In the Add a User dialog box, click OK. The administrative client adds the user to the database and returns to the main window.

Adding the customer service users

Note: The following shows how to add two of the users. You can repeat the steps to add the others.

Use the New User command to add a user.

  1. First, point to Users and click the right mouse button. From the pop-up menu, select New User to open the Add a User Dialog box.
  2. In the User ID field, enter the name of the user: CSR1
  3. Accept the UID generated by Content Manager OnDemand.
  4. Set the user's initial password to the userid. In the Password field, enter: service1
  5. In the Verify Password field, enter: service1. The password needs to be between 6 and 8 characters.
  6. In the Description field, enter: Customer Service Representative
  7. Under User Type, select User Administrator. The user will be able to maintain userids on the system.
  8. Click the User Information tab.
  9. Complete the fields on the User Information page, such as the Name, Department, and Phone Number.
  10. Click the General tab.

    The user will obtain application group and folder permissions from a group. Add the user to the group when the group is added to the system. Therefore, do not add the user to application groups, folders, or groups at this time.

  11. At this point, the properties of the user meet the requirements. Click OK to add the user.

Use the Copy command to add another user.

  1. Point to CSR1 and click the right mouse button. From the pop-up menu, select Copy to open the Add a User Dialog box.
  2. In the User ID field, replace CSR1 with CSR2
  3. Accept the UID generated by Content Manager OnDemand.
  4. Set the user's initial password to the userid. In the Password field, enter: service2
  5. In the Verify Password, enter: service2
  6. Under User Type, select User.
  7. Click the User Information tab.
  8. Replace the information in the fields on the User Information page.
  9. Click the General tab.
  10. At this point, the properties of the user meet the requirements. Click OK to add the user.