Viewing / Adding Users in DMS Administration

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Using KnowledgeTreeLive > User Accounts > Viewing / Adding Users in DMS Administration

This procedure displays existing user accounts, and adds new user accounts for your KnowledgeTreeLive account.

Perform the following steps:

1.	Use your administrator credentials to login to your KnowledgeTreeLive account.

2.	View the available number of user tokens in the My user accounts section of the My account usage dashlet on the KnowledgeTreeLive Dashboard.

3.	Do you need more user tokens?

•	Yes. Purchase additional user tokens.

•	No, I have enough user tokens for now. Go to step 4.

4.	Click the DMS Administration tab to open KnowledgeTree's administrative module.

5.	Click Users and Groups.

6.	Click Manage Users to open the User Management page.

7.	Do you want to ...

•

view existing users? Click view all users to view a complete list of the user accounts that have been added for your organization; or, to view details of a specific user account, type or all part of the user name in the Username field; then, click Search For Users. View search results at the bottom of the page.

•	add new users? Click Add a new user; then, go to step 8.

8.	Complete the following fields for the new user account:

•	username (login name)

•	the user's full name

•	email address

•	define whether notifications should be sent by email to this user

•	define a login password; then, confirm the password

•	mobile number

•	maximum sessions

Note: The maximum sessions figure defines the maximum number of times this user will be allowed to log in

to the system, without actually using the Logout button to end their working session. This

prevents multiple users from using this user account to access the system, and should be

considered as a security measure for the repository.

9.	Click create user.

Note: To confirm whether the user account has been successfully allocated, re-open the

Dashboard, where you can view the current user account allocation in the My account

usage dashlet - see step 2 in this procedure.

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