Creating a User
To create a new user, click on either the view page of a user or on the button New in the Users section. The form User Management - User - New is opened:
The form is divided into the areas General Properties, Group Assignments, Global Permissions and User Fields, which are described in the following.
General Properties
You determine the general properties of the new user in the uppermost area of the form:
Login
Enter the future login of the user in the Login field. Login names and the names of the user groups belong to the same name space; a name that is already being used as a group name cannot therefore be used later as a login name (and vice versa).
Real Name
Enter the full (real) name of the user in this field.
Here you can enter the E-mail address of the user.
Owner
When you create a new user, you become his or her administrator. This means that only you can edit the user data, e.g. set the values of the user fields or block the user’s access to the Content Management Server. Furthermore, you can place the user in user groups that you have created yourself.
Both individual users and user groups can be the owner of a user. You can change the owner of the user by entering the login or the group name in the Owner field. Alternatively, you can click on the Browse button to switch to the selection page for users and groups. You can limit the search from the start by entering a part of a user’s name in the entry field and afterwards clicking on the Search button. On the selection page you can start a new search at any time by entering the search term in the entry field and clicking on Search. Then select a user or a group from the list which appears by clicking on its login or name, respectively. The new owner is then placed in the entry field. You can also cancel the search by clicking the Cancel button.
Please note that the new administrator (owner) - whether an individual user or a user group - needs the User Administration global permission.
Locked
It is possible to deny a user access to the Content Management Server if this should be necessary. In this case enable the Locked option.
Group Assignments
In this area of the form, you can allocate the user to user groups:
Default Group
Determine the default group of the new user here by entering the name of the group in the Default Group field.
Alternatively, you can enter a search term and click on the Search button to search for the desired group. Afterwards, a list of those user groups whose name or full name contains the search term is displayed on the selection page for groups. If you click on the Search button without entering something in the entry field then the selection page for groups is opened in which you can use the search function to find the desired group. Click then on the name of the group in the corresponding list entry to move it to the Default Group field. If you would like to cancel the process, click on the Cancel button.
After you have confirmed the settings by clicking on OK the user’s default group is automatically added to the list of groups the user is a member of (in case it is not already contained in the list).
The Content Management Server grants a user file-specific permissions via the default group when he or she has created a file but does not have read or write permission. This is the case when, due to his or her group assignment, the user is allowed to create files in the folder, but is not a member of a group with read or write permissions (the new file inherits the permissions of the folder containing it).
Assigning Users to Groups
A new user is initially not a member of any group. In order to assign a new user to user groups, click on the Add button next to the list Groups the user is a member of. This opens a search page on which you can search for the desired group and select it by first clicking on the Search button and then selecting the group from the search results by clicking on its name. The group is then added to the list Groups the user is a member of. Repeat this process for all the groups to which the user is to be assigned.
In order to remove a user from a group, mark the groups in the list and click on the Remove button. Subsequently, the marked group no longer appears in the list. However, the Content Management Server does not allow you to remove the user from the user group determined as his or her default group.
Global Permissions
In this area of the form, you assign users global permissions:
You can grant the new user global permissions by selecting them from the Available Permissions list and clicking on the arrow pointing to the right. All permissions which have been assigned to the user are displayed in the User Permissions list.
In order to revoke the user’s permissions, select the corresponding permissions in the User Permissions list and click on the arrow pointing to the left. The permissions removed from the list are moved back to the Available Permissions list.
In addition to the permissions listed in the Global Permissions area of the form, you can define other permissions in the Content Management Server configuration file cm.xml. These permissions also appear in the Available Permissions selection field. These permissions play a special role in file formats: One global permission can be determined in each file format. A user must have this global permission to be able to create files based on this format.
If you grant permissions to individual users, please note that this will make user administration more difficult. We recommend you grant users permissions via user groups.
User Fields
In this area of the form, you can assign values to the user fields:
If necessary, additional fields can be defined in the User Fields section.
Confirm the entries for the new user with OK. The Content Management Server then displays the view page of the new user.