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Changing user properties

You can modify user permissions, group assignments, language and other properties from the Content Manager web client application.

Procedure

  1. Login to the Web Client as an administrator user.
  2. Click on the Settings tab.
  3. Click Users in the left pane.
  4. Select the user from the list in the right pane.
  5. Click Properties in the right pane.
    The User Properties window displays.
  6. Change the properties as needed. Note:
    1. Name: Required. The user login name. When using Internal authentication, this is the name you enter into the username field of the Content Manager login screen.
    2. Password: Enter the password for the user when using Content Manager or internal type authentication (Type: Internal). If using central authentication (Type: External) do not enter data in this field.
    3. Email: Enter the email address of the user.
    4. Language: Required. Used as the default language value (for example, when creating a new object).
    5. Roles: Click the ellipsis button to display the list of user roles. Double click to add the user role(s).
      This determines if the user is displayed as a potential recipient in the workflow.
    6. User group: Required. Click the ellipsis button to display the list of user groups. Select the group(s) to which the user is assigned.
      This determines the permissions and access the user has to folders and data in the repository.
    7. Type: Required. Click in the field to display the select list.
      Select Internal if the user name and password is to be verified by Content Manager.
      Select External if the user name and password is to be verified by an External system.
    8. External Id: Required if using central authentication. Enter the external authentication system identification.
      For example, Windows authentication, enter domain\username.
  7. Optionally:
    • To deactivate a user, uncheck the Active box. This allows the user value to be maintained in the repository but eliminates the name from user lists. For instance, when a user leaves the company but is associated with metadata for an object, such as Last modified by, the username (data) in the field is maintained and valid however, the user no longer appears in any lists.
    • Check the Disabled box to prevent the user from logging into Content Manager. For instance, if the user leaves the company.