You can create an account for a user and assign roles to the user to give access to one or more of your customer's projects and/or libraries.
Requirements:
- In a stand-alone system, you must be assigned the following user roles:
- To create a user at the customer level, you must be assigned an Administrator customer role at that level.
- To create a user at the project or library level, you must be assigned the right to manage access for the project or library.
- In an integrated system, you must be assigned a Prepress Portal admin role that includes the Manage Access and View User rights, and you must also be assigned the following InSite Creative Workflow user roles:
- To create a user at the customer level, you must be assigned a customer role that includes the Manage Access user right and the Administrator project and library roles.
- To create a user at the project or library level, you must be assigned a project or library role that includes the Manage Access user right.
Create a user account:
To create a user with this access
Do this
Access to all of your customer's projects and libraries or to all projects and libraries that the user creates
In a stand-alone system:
a . In the Manage Access view, in the left pane, select a customer.
b. From the User menu, select Create User or Invite New User.
c. Specify the user's logon and contact information.
d. Click Create.In an integrated system:
a. Click Administration and Users.
b. Select a customer from the Customer dropdown.
c. Click Create Customer User.
d. Specify the user information and roles.
e. Click Create.Access to a specific project
a. In the Manage Access view, in the left pane, select a project.
b. From the User menu, select Create User or Invite New User.
c. Specify the user's logon and contact information.
d. Click Create.Access to a specific library
a. In the Manage Access view, in the left pane, select a library.
b. From the User menu, select Create User or Invite New User.
c. Specify the user's logon and contact information.
d. Click Create.
The e-mail address that you type in the Email box is the address to which the system sends messages, such as event notifications and reports. You can type multiple e-mail addresses for the user to a maximum of 80 characters combined, separated by semicolons—for example,john.doe@mycompany.com; john.doe@myhome.com. The system sends each message to all the listed addresses.- In the list of users, find the user that you just created and assign the user project and library roles with the appropriate user rights. Roll over a role to view the rights included in that role.
In an integrated system, if you are creating a user with access to all projects and libraries, click Manage Projects & Library Access to assign project and library roles. - Under each project and library role that you assign, select one of the following options:
- Access All: Gives the user access to all of your customer's projects or libraries.
When you select this option, you can assign the user different roles at the project/library level. This allows you to give the user more or fewer rights for specific projects and libraries. - Limit Access: Limits the user's access to the projects or libraries that she or he creates.
When you select this option, ensure that the project/library role includes the Create Project or Create Library user right, so that the user can create projects and libraries.
- Access All: Gives the user access to all of your customer's projects or libraries.
- Click the Apply button.