Difference between revisions of "Manage user accounts"

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[[Main Page]] > [[User manual]] > [[UM-7|UM-7 Administer ICA-AtoM]] > UM-7.2 Set up and manage user accounts
 
[[Main Page]] > [[User manual]] > [[UM-7|UM-7 Administer ICA-AtoM]] > UM-7.2 Set up and manage user accounts
  
[[Image:UM-7.2_1.png|500px|right|thumb|Add a new user]]
 
 
[[Image:UM-7.2_2.png|500px|right|thumb|Add user profile information]]
 
 
[[Image:UM-7.2_3.png|500px|right|thumb|A saved user profile]]
 
 
[[Image:UM-7.2_4.png|500px|right|thumb|Edit screen for a saved user profile; note delete icon next to user role]]
 
  
  
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'''Add a new user'''
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==Add a new user==
  
 
Every user of the system who needs to be able to create, edit or delete [[database content]] must have a [[user account]]. Only [[Administrator|administrators]] can create new [[User account|user accounts]].
 
Every user of the system who needs to be able to create, edit or delete [[database content]] must have a [[user account]]. Only [[Administrator|administrators]] can create new [[User account|user accounts]].
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*For more on [[User role|user roles]], see [[UM-2.3|UM-2.3 User roles]].
 
*For more on [[User role|user roles]], see [[UM-2.3|UM-2.3 User roles]].
  
*Note that you can add multiple [[User role|user roles]] to an account; for example, a user may need both [[Editor|editor]] and [[translator]] [[Access privilege|access privileges]]. As of the current version of ICA-AtoM you can only register them one at a time, by selecting the role, clicking the ''create'' or ''save'' button and repeating for each additional role.
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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]]. As of the current version of ICA-AtoM you can only register them one at a time, by selecting the role, clicking the ''create'' or ''save'' button and repeating for each additional role.
 
*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.
 
*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 Add new group, below.
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*You can refine user permissions in the groups and permissions [[information area]]: see Refine user permissions, below.
  
  
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'''Edit or delete a user account'''
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==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 users to create, update and delete records for only one [[archival institution]].
  
10. Click the ''edit'' button to return to the data entry screen for editing (e.g. adding an addition [[user role]]).
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The following example shows how to permit a user to update [[archival description|archival descriptions]] for one [[archival institution]] only.
  
  
11. To delete an account, click the [[delete button]].
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1. In the user [[edit screen]], open the groups and permissions [[information area]].
  
  
12. ICA-AtoM prompts you to confirm delete request; click ''OK''.
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2. In the ''action'' [[drop-down menu]] under Add a new permission (archival descriptions), select "update".
  
  
13. ICA-AtoM deletes the [[user account]] and returns you to the list of remaining users.
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3. Under ''grant/deny'' select "deny".

Revision as of 17:10, 10 December 2009

Please note that ICA-AtoM is no longer actively supported by Artefactual Systems.
Visit https://www.accesstomemory.org for information about AtoM, the currently supported version.

Set up and manage user accounts

Main Page > User manual > UM-7 Administer ICA-AtoM > UM-7.2 Set up and manage user accounts


This section describes how to add, edit, and delete user accounts in your ICA-AtoM application.


Add a new user

Every user of the system who needs to be able to create, edit or delete database content must have a user account. Only administrators can create new user accounts.


1. Click the admin > users tab.


2. Click add new in the column header or the add new button.


3. ICA-AtoM routes you to a blank data entry screen.


4. Enter the user's name.


5. Enter the user's email address; the email address (rather than the user name) is used when logging in.


6. Enter the user's default password. Note that users can later change their own password (see UM-2.6 Change password).


7. Select the appropriate user role. The user role determines the user's access privileges.

  • Note that you can add multiple user roles to an account; for example, a user may need both editor and translator access privileges. As of the current version of ICA-AtoM you can only register them one at a time, by selecting the role, clicking the create or save button and repeating for each additional role.
  • 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.
  • You can create new user roles by adding new groups. See Add new group, below.
  • You can refine user permissions in the groups and permissions information area: see Refine user permissions, below.


8. Click the create button to register the new user account.


9. ICA-AtoM creates the new account and routes you to the view screen (View user profile).


Refine user permissions

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 users to create, update and delete records for only one archival institution.

The following example shows how to permit a user to update archival descriptions for one archival institution only.


1. In the user edit screen, open the groups and permissions information area.


2. In the action drop-down menu under Add a new permission (archival descriptions), select "update".


3. Under grant/deny select "deny".