User Viewing Types

This tool is used to manage a users preferred content types used when viewing content on the system.

Select the user and click on “User Viewing Types” in the User profile drop down

Add preferred content type

Select from the left column the content type you want to add as preferred content type and click the right arrow button to add it to the preferred column.

Remove preferred content type

To remove a content type from the preferred list, select the content type you want to remove and click on the left arrow button.

Users Group

A look at user groups.

To open a users group:

1. Select the user
2. Click on the User Group option in the User profile drop down

This form is used to add and remove users from a user group.

The form is divided into two columns.

1. The column to the left is a list of the available users on the system.
2. The column to the right is a list of the users which are currently members of the group.

To add users to a group simply click on the user in the left column and click on the arrow button pointing to the group.

To remove a user from a group, click on the user(s) you want to remove and click on the arrow button pointing to the user list.

New User

This form is used by administrator users to create new system user accounts.

Opening New User Form

Select the "New User" option in the options drop down

Input of User Data

Click on the text box next to each field and fill in the user account information.
Click on the save button to create the new user.

* The user name and user type fields must be filled in to create a new user.
The other fields can be edited by the new user themselves or an administrator user later.

Note: The user name field cannot be changed after a user has been created.
To alter a user account name you must delete the old account and recreate a new account.
Once a new user account has been added you must set a user password before the user can log into the system.

Delete User

This tool is used to remove an existing user from the system.

Select a user from the user list by left clicking on the user in the grid and select the delete tool from
the options drop down

A confirmation message will appear, if you choose to proceed the user will be
removed from the system.
Click “Yes” to remove.

Message User

Sending a message

Message a user

• Send to User refers to the system user the message will be sent to.
• Send to Group refers to a defined group of users the message will be sent to.
• Subject refers to the message title
• The box at the bottom is the area to type in your message.

Type your message, and then click Send.

User Details

This form is used to alter an existing users details on the system.
Each user is able to alter their own details on the system. Administrator users are able to alter other users details through the administration module.

Opening User Details

Select "User Details" under the User profile option

Here you can edit the fields for the users details:

• User Name: Note – The user name field cannot be edited.
• User Type: drop down to select the type of user, different permissions are available dependent on the type of user.eg. Administrator sees the Administration module. (Administrator, Super User, User, Guest)
• Status: select the status of the user (active, frozen, hidden, deleted)
• First name: the first name of the user
• Last Name: the last name of the user
• Email: users email address (this email address will be used for reports). If the email address is not valid the details form will not save.

Edit User Policy Rule

Click on "Edit User Policy Rule" in the Options drop down.

Policy : The policy that will be applied
Group : The User Group to which the policy should authorize permissions on.
Meta Object : The Data objects that the rule apples to.
Start Date : Date from which the policy rule will become active (infinity is assumed if left blank).
End Date : The date when the policy will expire (infinity is assumed if left blank).

Once you have made the required changes click on the save button.

New User Policy Rule

Click on "New User Policy Rule" in the Options drop down.

Policy : The policy that will be applied
Group : The User Group to which the policy should authorize permissions on.
Meta Object : The Data objects that the rule apples to.
Start Date : Date from which the policy rule will become active (infinity is assumed if left blank).
End Date : The date when the policy will expire (infinity is assumed if left blank).

Once you have input your new policies details click on the save button.

Duplicate User Policy Rule

Select the Policy and click on "Duplicate User Policy Rule" in the Options drop down.
The policy will be duplicated and show up in the policy list.

Delete User Policy Rule

Select the Policy and click on "Delete User Policy Rule" in the Options drop down

Confirm Delete

Select "Yes" to confirm the delete.

Apply Policy Rule

Select the Policy and click on “Apply Policy Rule” in the Options drop down