Users and Groups


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Managing KnowledgeTree > DMS Administration > Users and Groups

In KnowledgeTree's organizational hierarchy, users are organized into Groups and Units. A Group contains one or more users; whereas Units are the top level folders that model your organization's business units, e.g. Marketing, Human Resources; or, London, New York; or Project A, Project B, and so on.

 

Note: Some default entries are created during installation; you may need to change these before you start using KnowledgeTree.

 

Roles are a key task-driver, e.g. workflow tasks are typically assigned to specific Roles (e.g. manager, editor, etc), especially to perform specific tasks.

 

Groups and Units are most directly involved in knowledge processes. These groupings may exist in multiple combinations - for example, different Groups (e.g. Staff, Finance Staff, etc.) may have some Users in common, and one or more Groups may be contained in a single Unit.

 

Note: Only the system administrator may add, edit, and remove these groupings.

 

Note: A Unit Administrator has administrative privileges in the Unit where they are assigned such privileges by the system administrator.

 

 

Working with Users and Groups

The Users and Groups section of DMS Administration provides access to the following configuration tasks:

 

Authentication - edit, delete and add authentication sources, and edit authentication providers

 

Managing Users - add new users, and view, enable, disable, and edit existing users

 

Managing Groups - add new groups, and view, edit, and delete existing groups

 

Controlling Units - add new units, and view, edit, and delete existing units; assign unit administrators

 

 

 

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