Edit User Page

If you are new to managing IMS users, please consider the Introduction to this subject.

Adding A New User

You can create a new User, Power User or Administrator as follows. For details about adding a Group, please refer to Groups.

1. Login as an Administrator
2. Select Users > Users & Groups. The Users & Groups page lists all current Users.
3. Select the Add new User button and complete the form:
   1. Username This is the name the User will use to Login, and must contain only letters and numbers (no spaces or symbols).
   2. Description A mandatory field to describe the user. You could include the user's full name here, for example.
   3. Email address. The User will receive a notification about the creation of their account and other automatic emails produced by your IMS Library.
4. Select the Group to which you want to add the user: the users will be automatically assigned all the permissions and access assigned to that group.
5. The new User account is created. A email is sent to the new User automatically confirming the details and instructing them how to Login and change their password.

After adding the user account, you see the following options:

Edit Now Click this button if you want to change any of the default account settings for the new account.
Edit Access Click this button to assign the User access to Folders.

• More about default settings and Presets
• More about Groups

New Account Email

The email sent to a User when you have created the account has the following message. You can customise this message by editing the email template in your Theme. For more details see Templates and Themes.

<IMS name> account activated

Dear ...,
Your account on http://<IMS name>.com/ has now been activated.

To choose your password, please go to:
http://<IMS name>.com/a.tlx?r=iP-iAdTixuOtluiT-62n.

Once you have chosen your password, you can log in using the following details:
Username ExampleTravelUserName

Once you have logged in, you can change your password and other preferences by clicking on the 'Account Settings' button.

If you have any questions about your account, simply email [email protected]. Thank you!

Adding Users To Groups

When you create a Group you are prompted to add the Users you want to be members. Similarly, when you create a new user you can choose to add them to a Group. You can also add users to a Group at any time, as follows:

A Single User

1. Login as an Administrator
2. Select Users > Users & Groups. The Users & Groups page lists all current Users.
3. Hover over the name of the User you want, right-click and select Add To <group> where <group> is the name of the Group you want.

Several Users

1. Login as an Administrator
2. Select Users. Select Users & Groups. Select Groups. The page lists all current Groups
3. Hover over the name of the Group you want, right-click and select Edit
4. Select Group Membership. All user accounts are listed.
To add a user to the Group, click the Move Users into Group icon

Remove a user from the Group: click the Move user out of group icon.

Editing A User

To change the permissions or access rights for a User, use the Edit User page.

1. Login to the Library as an Administrator
2. From the main menu select Users > Users & Groups
3. Locate the User and click on their username to edit their settings.
4. There are a number of tabs that specify the permission assigned to the User: Display Options, Uploads, Downloads, Password Policy, and, if the User is an Administrator or Power User only, Editing Rights and Tools and Options. Open the relevant tabs and change the settings as required. For details about all of these settings, please refer to default account settings.
5. Edit Access option. A list of all the Folders, Smart Folders and Collections is presented with checkboxes to assign access to the user.

Editing Multiple Users

To adjust the settings of multiple users at the same time, follow this procedure:

1. Use the checkboxes  to select a number of users or use the Select All option at the end of the page.
2. Click the Edit Button  at the bottom of the page to change user settings or click the Edit Access Rights button   to change access to Folders.
3. Make the changes that you require across the various tabs.
4. Click the Update Users button.

Promoting A User

Should you wish to promote a user to Administrator status (or otherwise change their privilege level)

1. Login as an Administrator
2. Select Users > Users & Groups. The Users & Groups page lists all current Users.
3.  Hover over the name of the User you want, right-click and select Apply Preset.
4. Choose Administrator

Deleting A User

1. Login as an Administrator
2. Select Users > Users & Groups. The Users & Groups page lists all current Users.
3. Hover over the name in the list, right-click with your mouse and select Delete

To delete multiple users, use the selection checkboxes or the 'Select All' option at the end of the page and then select the Delete button

More About Users & Groups