Support Guide

Guide to Adding a User

1. Open the Add User Window

   • Select Users in the left-hand menu.
   • Click the + button to open the Add User window.

 

 

 

 

 

 

Enter User Details

• Fill in the following fields:
  • First Name: The user's first name.
  • Last Name: The user's last name.
  • Username: The username they will use to log in. (We suggest using the email address as the User Name)
  • Email Address: The user's email address.
• Click Next.

 

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Assign Access

• Click Add Access and assign the appropriate access type:
  • User: Can view/download files.
  • User-Uploads: Can view/download and upload to existing folders they can access.
  • Room Admins: Can manage assigned rooms (this role may incur additional charges).
  • Admins: Have full access (this role may incur additional charges).

 

 

 

 

 

 

 

User Security Levels:

• Defines the files users can access based on their assigned security level.
• User and User-Uploads can only see files tagged at or below their security level.

 

• Invite the User(s)

  • You will be prompted to invite the user(s) immediately.
    • Yes: The user will be added, and the invite will be sent upon completion.
    • No: You can choose to send the invite at a later time.

• Complete Setup

  • Click Complete to finalize the process.

 

 

Invite the User(s)

 

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• Additional Details

  • Add Additional Users: You can create multiple users simultaneously; all users created in the same session will share the same settings. Please use the on-screen instructions.

  • Contact Information: Optional fields for additional user details.

  • Import Users: Import a CSV file to add multiple users with consistent settings in one go.

  • User Types:

    • User: Can view/download files.
    • User-Uploads: Can view/download/upload files to accessible folders.
    • Room Admins: Can manage assigned rooms.
    • Admins: Have full system access.

  • User Security Levels:

    • Defines the files users can access based on their assigned security level.
    • User and User-Uploads can only see files tagged at or below their security level.

  • Room Assignments:

    • Assign users to specific rooms.
    • Users can have roles (User, User-Upload, Room Admin) in multiple rooms.

  • Room Status: Controls whether the user can log into the system.

  • Security Sections:

    • Assign tags to files for additional security.
    • Users can only see tagged files if they are assigned to the section and the file is within their security level.

  • Permission Policy:

    • Default permissions for downloading and printing are based on room settings.
    • Override settings only if necessary.

  • Email Notifications:

    • Determine if users receive notifications for new file uploads.

  • Invite Templates:

    • Use the system default template or create a customized template.
    • Customize the Subject and Message for one-time use if needed.