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Knowledge Base / Administrators – Preparing your one2edit™ Workspace / Adding Users & User Groups

Adding Users to your new one2edit™ User Group

Created on 28th November 2016 at 18:02 by Jamie O'Connell



In order to assign a job to a user, that user needs to be in a user group in the one2edit™ workspace.

Users can be added to user groups in order to provide that user with certain user privileges.

NOTE:
To check your version of one2edit™ see the corresponding lesson in the Knowledge Base.

Click 'Settings > Users and Groups'

Click 'Settings > Users and Groups'

Click on 'Settings > Users and Groups' to open the 'Users and Groups' window.

Add a User to a Group

Add a User to a Group
  1. Select the group to which you want to add the new user, e.g. the 'Editors' group.
  2. Click 'New > Add User' to open the 'Add User to Group' window.

'Add' - Provide User Details

  1. Fill in the user's email address in the 'User' field. This will be their one2edit™ username.
  2. Choose a 'Domain' from the drop-down menu, if required (if you are using one2edit™ Express, leave the 'Domain' as 'local').
  3. Click the 'Add' button.
  4. If the user does not already exist on the system, you will be prompted to enter their full name and a password for their account.
  5. Click the 'Add' button again to add this user to the system and the chosen user group.

NOTE:
The username must be the user's email address. If no email address is entered, the user will not receive notification emails, etc., from automated workflow actions.

NOTE:
If the user already exists on the system, you will not be prompted to add further details after step 3 above.

'List' - Adding an Existing User

'List' - Adding an Existing User

Existing users can also be found and added via the 'List' tab.

  1. Click a column heading to sort that column alphabetically. In our example, we have sorted the 'Name' column.
  2. Click anywhere inside the sorted column and type the first letter of the name/username that you are trying to find. In our example, we typed "J".
  3. The selection will automatically jump to the first name/username starting with the typed letter (e.g. "J"). If other users have names that start with this letter, you may need to scroll through the list and select the correct user.
  4. Click the 'Add' button to add the selected user to the chosen user group.

NOTE:
It is not possible to type more than one letter for jumping through the ordered list. In other words, typing more than one letter will 'reset' the search. For example, typing "J" and "O" will jump first to the J section of the list, and then to the O section of the list. It will not search for names beginning with "JO".

'Search' - Adding an Existing User

'Search' - Adding an Existing User

If you wish to search for a specific user, click on the 'Search' tab.

  1. Type the user's name or username (i.e. email address) into the search field.
  2. Click the search button, i.e., the magnifying glass.
  3. The user will be displayed in the list below. Click on the user to select it.
  4. Click the 'Add' button to add the selected user to the chosen user group.

NOTE:
If you search for a part of a name or username, all matches will be returned. For example, if you search for "John", all users with "John" in their name will be returned. An email address is, however, unique to a user (at least it should be - they are case-sensitive). Therefore, searching for the specific email address will return the particular user for whom you are searching.

Close 'Users and Groups' window

Close 'Users and Groups' window

Check that the users are in the correct user groups.

Then close the 'Users and Groups' window by clicking the "X" in the top-right corner.




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