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User Management: Add internal/external users

Adding an internal SSO user

  1. Click the Users & Groups tab and select User Management.
  2. Click the Create New User icon.
  3. Fill in all required fields and add SSO for internal users. Make sure to enter the email address that is listed for the user within the Global Access List. Some users have a nbcuni.com email and an external email (comcast or production label). 
  4. Add the user to a group (optional)
  5. Do not check the "Email this user with new account instructions" checkbox, as this would send the user a password reset email.

Adding an external non-SSO user

  1. Click the Users & Groups tab and select User Management.
  2. Click the Create New User icon.
  3. Fill in all required fields.
  4. Add the user to a group*
  5. For external users, you can either send the users a welcome email informing them of their new account or check the "Email this user with new account instructions" checkbox.  This will generate an automated email informing the user to create a password for their account. 
  6. If you want to set the user's password instead, do not check the "Email this user..." box and instead type in the desired password in the Password fields (it's not cleartext so you will have to type carefully and remember it). *

*Optional. 

In the user account page, there are four tabs available: User Info, Groups, Privileges, and Access.

User Info

The user info menu is broken down into the following 4 main areas:

  1. Basic info: The user's email address, first name, last name, deactivation date and notes.
  2. Authentication Info: This area contains a fields for phone number and more importantly the user's password including buttons to send a password reset email or to require a password reset.
  3. Custom Fields: This area contains fields for the user's SSO ID if internal, the company, department and billing group.
  4. Devices: This area contains a button that can clear all the users device logins.

At the bottom of the user info screen, you will see the user's account creation date, the admin who created their account, and the user's last activity date.

User_info_screen.png

 

Groups

The Groups menu is comprised of one main area with several options available to help manage the user's group access.

  1. Groups lookup field: Enter the name of an existing group you manage to add this user to it.
  2. Create New Group link: If the user group is not already created, this will take you to the Group Management screen to create a new group that you can add the user to.
  3. Group column: Indicates which group the user belongs to, if any.
  4. Status column: Indicates whether the user is a group manager of that group.
  5. Actions column: Click this link if you want to remove the user from this group.

Note: when adding or removing a user please remember to use the save button before leaving the menu.

User_groups_menu.png

 

Privileges

Individual user privileges do not translate to privileges in content folders. Please DO NOT alter the privileges tab. All access should be managed in the Media Management screen. By default, all new users are granted View Media privileges.

privileges.png

Access

This menu is broken down into 2 sections.

  1. Access column - The section to the left contains an access tree. All content the user has access to will be shaded in gray.
  2. Permissions Summary - Once you select the shaded folders, you can drill down to each folder/file to see exactly what type of permissions the user has access to.

access.png

 

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