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Users
{TOC} ===Invite New User=== *To add a '''User''' select the [image||{UP}Users/16_tool_newUser_off.png] '''Invite New User''' icon and when the '''Invite New User''' window appears input their email address, first name and last name. Then choose the '''User Type''', either '''USER''' or '''ADMIN'''. When complete select '''OK'''. The new '''User''' will appear in the '''User List''' represented by '''italic''' text. You will be able to assign '''permissions, deactivate/activate''' or '''delete''' the pending '''User'''. You will not be able to '''edit''' them until they accept the invitation into the system. When the '''User''' accepts the invitation the '''User''' name in the list will be represented by '''regular''' text. [image||{UP}Users/user_new.jpg] *The system will send the '''User''' an '''Invite Email''' that will contain a link to the '''[First Time User|User Invitation Page]'''. If it is the first time the '''User''' has been invited into the system, they will be asked to create a password to access the system, a security question and to download and install the '''[http://www.asperasoft.com/downloads/connect.html|Aspera Connect Plug-in]'''. All '''Users''' need the '''Aspera Connect Plug-in''' to utilize high speed transfer. *If you are inviting a '''User''' into an additional '''Account''' they will be sent an '''Invite Email''' that will contain a link to an '''[First Time User|Additional Account Login Page]''' inviting them into their new '''Account''', they will be asked to type in their email and current password to enter the new '''Account'''. ===Resend New User Invitation=== *If you notice that your invited '''User''' remains '''italic''' and has not accepted the invitation you can '''resend''' the invitation by selecting the '''User''' and then selecting the [image||{UP}Users/18_tool_editUser_off.png] '''Edit''' icon. At the bottom left of the '''Edit User''' panel select the '''RESEND INVITATION''' button. [imageauto||{UP}Users/user_resend_invite.jpg] ===Place Users into Groups=== *Select the '''User''' or '''Users''' you want and drag the names over into the '''Group''' you have chosen. You will notice a small green + icon as you drag the '''User/Users''' into the designated '''Group'''. To remove '''Users''' from a '''Group''' select and drag them out of the '''Group''' and back into the '''User''' list. [image||{UP}Users/user_group_A.jpg][image||{UP}Users/user_group_B.jpg] ===Edit User=== *Select the '''User''' and then select the [image||{UP}Users/18_tool_editUser_off.png] '''Edit''' icon. Type in the fields you want to change and select '''OK'''. Under '''Contact''' you can '''Edit''' all information except the email address. You can also change the '''User Type''' from '''User''' to '''Admin''' and back again. Under '''Usage Info''' you can see how much they have '''Uploaded''' or '''Downloaded''' in the '''Account''' and see a list of the '''Groups''' they have been assigned to. You can add '''Notes''' about a '''User''' in the '''Notes Field''' at the bottom right. [imageauto||{UP}Users/user_edit_user.jpg] ===Activate / Deactivate User=== *To '''Deactivate''' a '''User''' select the '''User''' or '''Users''' and then select the '''Deactivate''' [image||{UP}Users/19_tool_deactivate_off.png]icon. The '''User''' icon will change color from green [image||{UP}Users/1_icon_user_lime.png](ON) to grey [image||{UP}Users/1_icon_user_gray.png](OFF). Deactivating a '''User''' keeps them in the system with all their permissions, but denies them access until you activate them. [image||{UP}Users/deactivate.jpg] ===Delete User=== *Select the '''User''' or '''Users''' then select the [image||{UP}Users/15_tool_deleteFile_off.png] '''Trash''' icon. When the '''Delete''' confirmation window appears select '''Yes'''. This completely removes a '''User''' from the system. [image||{UP}Users/user_delete.jpg] ===User Permissions=== *An '''Admin''' can give a '''User''' permission to '''Download''' a file/folder or permission to '''Upload''' a file/folder into a folder they have permission to. First select the file, folder or files/folders you want then select the '''User/Users''' you want and select the [image||{UP}Users/4_icon_upload_lime.png] '''Up Arrow''' to the right of the '''User name''' to give '''Upload''' permission or select the [image||{UP}Users/5_icon_download_lime.png] '''Down Arrow''' to the right of the '''User''' name to give '''Download''' permission or select the [image||{UP}Users/6_icon_link_lime.png] '''Link Icon''' to give both '''Upload''' and '''Download''' permission. To remove permissions select the '''User''' then select any or all of the [image||{UP}Users/4_icon_upload_lime.png][image||{UP}Users/5_icon_download_lime.png][image||{UP}Users/6_icon_link_lime.png] icons again to turn them off. You can also select a file/folder and drag it over to the user you want to give permission to. [image||{UP}Users/permissions.jpg] ===Users / Groups / User Info Pulldown=== *Go to the pull-down menu at the far right and choose '''USERS/GROUPS''' to view both '''Users''' and '''Groups''', choose '''USERS''' to view '''Users''' only and '''GROUPS''' to view '''Groups''' only. [image||{UP}Users/user_group_info.jpg] *Choose '''USER INFO''' to view '''User''' specific info. Select the '''User''' you want at the left and their information will populate on the right. You can see how much they have '''Uploaded''' or '''Downloaded''' in the '''Account''' and see a list of the '''Groups''' they have been assigned to. You can add '''Notes''' about a '''User''' in the '''Notes Field'''. [image||{UP}Users/user_info_screen.jpg]
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