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Managing KnowledgeTree > DMS Administration > Users and Groups > Manage Users > Viewing / Enabling / Disabling / Editing / Deleting Users
This procedure Displays, Enables and Disables users, and it Edits the basic user profile, including the user's password and group membership.
Perform the following steps:
| 1. | Open Users and Groups in DMS Administration; then, click Manage Users to open the User Management page. |
| 2. | Display system users - one or more. If you're looking for the details of a specific user, enter their username, or part of the username, in the Username field; then, click Search for Users to display the user's details. Alternatively, click view all users to display a list of all system users. |
| • | disable one or more users? Select the Disable check box for the relevant user/s; then, click Apply Changes. |
Note: New users are enabled by default. Users are disabled to prevent them from
accessing the system.
| • | enable one or more users? Select the Enable check box for the relevant user/s; then, click Apply Changes. |
Note: New users are enabled by default. You will only need to enable a user that has
been disabled.
| • | edit the user? Click the Edit icon for the relevant user to open the Edit User Details page; then, go to step 4. |
| • | delete the user? Select the check box adjacent to the relevant user's name; then, click Delete. |
| • | change the user's password? Go to step 5. |
| • | edit the basic user profile? Go to step 6. |
| • | change the user's group membership? Go to step 7. |
| 5. | Change the user's password: |
| 5.1. | Click Change [user name] password. |
| • | force a password change the next time this user logs in? Click change password in the Force user to change password section. |
| • | change the password? Define a new password in the Password field. Re-enter the password in the Confirm Password field. When you're done, click change password in the Change User's Password section. |
| 6. | Edit the user's basic profile by making the required changes on the page. When you're done, click save changes. The following information is editable: |
| • | name - the user's full name |
| • | email address - to receive notifications |
| • | email notifications - defines whether notifications are emailed to the user |
| • | maximum sessions - the maximum number of times this user will be allowed to log in if they have not logged out of a previous session |
| 7. | Edit the user's group membership: |
| 7.1. | Click the Manage Groups link for the relevant user to open the Change [username] Groups page. |
| • | add the user to a group? Populate the Available Groups field (filter or show all); then select groups for this user. Click the right-pointing arrow to populate the Assigned Groups field. Click save changes. |
| • | remove the user from a group? Select the relevant group in the Assigned Groups field; then, click the left-pointing arrow to remove the group from the Assigned Groups field. Click save changes. |
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