Manage users

In MANAGE USERS you can add new users to the users list and edit or delete existing ones.

Users overview

The contacts list provides an overview of the existing contacts. Contacts have multiple columns:
  • USERNAME: the user name of the user.
  • PASSWORD: the password of the user.
  • NAME: the full name of the user.
  • EMAIL: the e-mail address of the user.
  • ATTRIBUTES: the attributes of the user.
  • SCOPE: the scope that is assigned to the user.
  • LAST LOGIN: the last time the user has logged in.

Add users

  1. Open the USERS tab.
  2. Open the MANAGE USERS tab.
  3. Select Add User.
  4. Define a USERNAME.
  5. Define a PASSWORD.
    Note: You can add password rules in the script of the system flow called User Management Flow. See System flows for more information on system flows.
  6. Define a name for the user.
  7. Define the email address.
    Note: A user's email address needs to be unique. A recurring email address related to different users will result in conflicting behaviour.
  8. If needed, define a scope for the user. Options:
    1. All Scopes: if you select this option, the user has access to all scopes. This means that the user doesn't have any restrictions for accessing files.
    2. Any other scope: if you select this option, the user only has access to the files of the selected scope.
  9. Define the permissions. Depending on these permissions, the user can of cannot perform specific actions.
    Permission Functionality
    Admin user The user has administrator rights. See Admin user and administrators for more information on the difference between the admin user and administrators.
    Patchplanner The user has access to PATCHPLANNER.
    Manage Chains The user can access APPROVAL > MANAGE APPROVAL CHAINS. (Deprecated)
    Manage Users The user can manage users.
    Manage Scopes The user can manage scopes.
    Manage Templates The user can access APPROVAL > MANAGE APPROVAL TEMPLATES .
    Manage Whitepapers The user can manage workflows. The user has access to the workflow editor via a link in KIOSK in case the jacket errors. The user can also manage the Jobs in the Job list in KIOSK and use the rules All or Just Me. If the user selects All, the user can manage all Jobs from other users.
    Manage Share The user has access to SHARE and can set up SHARE networks.
    Manage Assets The user can manage assets in ASSETS (download, rename, delete, cut, copy, paste).
    External user The user is an external user who is logged in on a custom page in CLOUDFLOW and is prevented from (accidentally) navigating to the standard CLOUDFLOW pages, with the exception of PROOFSCOPE viewer.
    Manage Jobs The user can manage Jobs.
    May Upload The user can upload or download a file to/from a file store in ASSETS.
    May Delete Jackets In Kiosk The user can delete jackets in KIOSK with .
    Note: There is a difference between scopes and permissions. See Scopes versus permissions for more information.
  10. Select Save.
  11. If needed, define one or more attributes. Attributes can be used to identify a participant in an approval flow. See Attributes in Start Approval node for more information.
Note: Each user you create also appears in the contacts list. If you want to add an attribute, you need to add it in the CONTACTS tab. See Add attributes for more information.

Edit users

To edit a user, hover with your mouse over the contact and select Edit.

Note: When you create a new user or change an existing user's password, an email is sent to the user's email address. The email contains the username and password. You can change the template mail in Approval templates.

Delete users

To delete a user, hover with your mouse over the contact and select Delete.

Filter users

You can filter existing users by USERNAME, NAME, EMAIL and SCOPE. To do so, enter a query in one of the column headers.

Sort users

You can sort existing users by USERNAME, NAME, EMAIL, SCOPE and LAST LOGIN. To sort users, select the corresponding column header.