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| | 1. In the main menu bar, go to admin > groups > contributor. Click on Archival description permissions. Your screen will show the default permissions for the contributor group. | | 1. In the main menu bar, go to admin > groups > contributor. Click on Archival description permissions. Your screen will show the default permissions for the contributor group. |
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| − | 5. Enter the user's name.
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| − | 6. Enter the user's email address; the email address (rather than the user name) is used when logging in.
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| − | 7. Enter the user's default [[password]]. Note that users can later change their own [[password]] (see [[UM-2.6|UM-2.6 Change password]]).
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| − | 8. Select the appropriate [[user role]]. The [[user role]] determines the user's [[Access privilege|access privileges]].
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| − | *For more on [[User role|user roles]], see [[UM-2.3|UM-2.3 User roles]].
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| − | *Note that you can add multiple [[User role|user roles]] to an account; for example, a user may need both [[editor]] and [[translator]] [[Access privilege|access privileges]].
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| − | *To remove a [[user role]] from a saved [[user account]], click the [[delete icon]] next to it in the list above the data entry [[field]].
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| − | *You can create new user roles by adding new groups. See [[UM-7.2#Add_and_edit_groups|Add and edit groups]], below.
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| − | *You can refine user permissions in the groups and permissions [[information area]]: see [[UM-7.2#Refine_user_permissions|Refine user permissions]], below.
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| − | 9. Click the [[create button]] to register the new [[user account]].
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| − | 10. ICA-AtoM creates the new account and routes you to the [[view screen]] (View user profile).
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| − | <br />
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| − | ==Refine user permissions==
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| − | [[Image:UM-7.2_1.png|500px|right|thumb|Refine user permissions]]
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| − | ICA-AtoM allows an administrator to refine user permissions. For example, if the software is being used for as a [[multi-repository system]], you can restrict the ability of a user to create, update and delete records for only one [[archival institution]].
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| − | The following example shows how to permit a user to update [[archival description|archival descriptions]] belonging to only one [[archival institution]].
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| − | 1. In the user [[edit screen]], open the groups and permissions [[information area]].
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| − | 2. In the ''action'' [[drop-down menu]] under ''Add a new permission (archival descriptions)'', select "update".
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| − | 3. Under ''grant/deny'' select "deny".
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| − | 4. Save the record, then re-open the [[edit screen]].
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| − | 5. In the ''action'' [[drop-down menu]] under ''Add a new permission (archival descriptions)'', select "update".
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| − | 6. Under ''grant/deny'' select "deny" select "grant"
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| − | 7. Under ''repository'' type the first few letters of an [[archival institution]] and then select the institution from the drop-down menu.
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| − | 8. Save the record.
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| − | The result is that the user is denied the right to update any [[archival description|archival descriptions]] EXCEPT those from the [[archival institution]] that was selected in step 7. Repeat these steps as often as needed until you have refined the user permissions to the desired extent.
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| − | Please note that this feature is at a relatively early stage of development in ICA-AtoM 1.0.8. Future versions will allow for adding multiple permissions without having to save the record after each change, and will also allow permissions to be refined for [[authority record|authority records]], [[archival institution|archival institutions]] and other types of records and activities.
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| − | ==Add and edit groups==
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| − | [[Image:UM-7.2_2.png|500px|right|thumb|Edit screen for a group]]
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| − | [[Image:UM-7.2_3.png|500px|right|thumb|The saved group now appears as a selectable user role in the user edit screen]]
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| − | If there is a group of users for whom there need to be identical specific, refined permissions, the [[administrator]] may wish to create a group and add users to it, rather than using an existing group (i.e. [[user role]]) and refining the permissions for each user. For example, an archives may have a group of volunteers which it wishes to provide specific, limited permissions that are different from those of other users.
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| − | 1. Click the ''admin > users'' tab.
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| − | 2. In ''users/groups'' click on ''groups'' if it is not already underlined.
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| − | 3. Click ''add new'' in the [[column header]].
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| − | 4. ICA-AtoM routes you to a blank [[edit screen]].
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| − | 5. Enter the name of the group.
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| − | 6. Provide a description of what the group is for.
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| − | 7. By default, the group will have no permissions and the [[administrator]] needs to create them. See [[UM-7.2#Refine_user_permissions|Refine user permissions]], above. Note that there is no [[view screen]] for groups and saving the record takes the user back the the groups [[list screen]].
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| − | 8. Once a group is saved, it becomes a [[user role]] and can be selected in as the [[user role]] in a user account [[edit screen]]. You can add as many users to a group as required.
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