Enterprise User Management

1.0 | Enterprise Users

Navigating to Enterprise Users on the left sidebar displays an overview of the users who can access the Enterprise Portal.

Send an email to all Enterprise users by selecting the Mail all users option. Pressing the Reset password button sends an email to the user with instructions to create a new password. Pressing the Detach button revokes the user’s access to the Enterprise Portal, but does not remove the user from any other publications they are associated with.

2.0 | Publication Users

To view and modify user permissions for an individual account, select a publication on the left sidebar and then click the Users tab. From here you can view all users with access to the publication and update their email addresses, usernames, names, and roles.

2.1 | Add user

Selecting the Add User button at the top right displays a screen like this:

Fill in the user’s details, such as email address, first name, and last name. The username is automatically generated, but you can override it with a username of your choice. Optionally, select a gender and assign roles to this user. If you leave the password and confirm password fields blank, the user will receive an email prompting them to create their own password. Alternatively, you can set the password for the new user yourself.

2.2 | Authorise user

Pressing the Authorize user button at the top right opens a new window, shown below.

To find the users you are looking for, search by either publication or email address. To add one or more users, check the box next to each user you want to add. Once the correct users are selected, click Authorize selected user(s).

2.3 | Adjust roles and permissions

Clicking anywhere in the Roles column reveals role checkboxes for a given user. Checking or unchecking a box instantly adds or removes that role for the user on this publication.