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User Desktops

Users must have a desktop to execute the Contenta application and access the database.

About this task

The System Administrator (sysadmin user) creates desktops on the sysadmin desktop. Since the Project Manager (projman user) does not have access to the sysadmin desktop, only the sysadmin can create user desktops. The option to create desktops is dimmed when you are logged in as the projman. The desktops are on the same hierarchical level as the data hierarchy.

Procedure

  1. Select the sysadmin desktop
  2. Click File > New Desktop.
  3. Choose the type of desktop to create.

    There are two types of user desktops: projman and default. The projman is a user with responsibilities and tools necessary to manage a ContentRoutingProject or its child objects and a standard Project. A projman user is created with a special (projman) desktop. Other users have the standard default desktops.

    A new desktop window appears.

  4. Enter data in the Property Sheet for the new desktop as described in the following table.
    FieldDescription
    NameEnter the name of the desktop as it should appear in the Contenta Explorer window.

    This field cannot be changed after creation.

    Login NameEnter the name which the user enters to log in to Contenta.

    The Login Name is case-sensitive, and cannot be changed after creation.

    PasswordEnter a password for the user specified in the Login Name field.

    The password is not displayed; a series of asterisks appears when the password is entered.

    The Password is case-sensitive. The Password field is editable by the sysadmin after creation and may be changed by the sysadmin user. If you want to change your password, contact your sysadmin user to do so.

    Ver PasswordRe-enter the password.

    This is required to verify that the password was entered correctly in the Password field.

    RolesChoose the user’s role from the drop-down list.

    Click in the text box next to the role you want to assign to the user. More than one role can be assigned to a user.

    Names of users are displayed in the ContentRoutingProject or Project workflow Team Members window for tasks to which their role is assigned.

    Users with proper permissions can change the Roles field after creation.

    User ToolboxBy default, this field is displayed only when creating projman desktops and desktops based on it.

    Enter name of the toolbox. Contenta is delivered with the sysadmin, projman, and desktop toolboxes. The desktop toolbox is automatically assigned to the default desktop.

    To assign a different, or custom toolbox to a default desktop, you must display the User Toolbox field for the Desktop object. Execute pcmadmin in singleuser mode and select the object desktop, select (display) the Property Sheet and change the Display field for the User Toolbox to Yes.

    Users with proper permissions can change the User Toolbox after creation.

    User Access LevelChoose the access level from the drop-down list. Contenta is delivered with the following access levels.
    • nobody

      Users assigned this access level can access only objects that have a nobody access level. That is, they cannot access objects that have a secure or sysadmin access level.

    • secure

      Users assigned this access level can access objects that have a nobody or secure access level. That is, they cannot access objects that have a sysadmin access level.

    • sysadmin

      Users assigned this access level can access all objects.

    Users with proper permissions can change the User Access Level after creation.

    User InfoWhen the ellipses in this optional field are clicked, Contenta displays a User Info window in which you can enter the Name, Email, Phone, and Contact Info for the user.