Managing Users

Creating Users

To create a user:

  1. From the Navigation Menu, select Admin > Users & Roles. The Users and Roles widgets appear on the left side of the page.

  2. In the Users widget, click New Tool User. The New Tool User widget appears.

    ../../../_images/new-tool-user.png
  3. In the Main tab, and using the following table as a reference, make selections for the new user.

  4. Using the following table as a reference, enter settings for the role.

  5. Click Save.

The following table describes the available user settings.

User Settings
Field Description
Main tab
Role User’s role. If blank, user has access to all features. For an explanation of roles, see Managing Roles.
Name Name that appears on content created or edited by the user.
Email User’s email address. If blank, Brightspot applies the user’s username.
Username Name with which user logs in to Brightspot.
Password

User’s password.

  • Change—Displays fields for adding or changing a user’s password.
  • Keep Same—Retains current password. If you are creating a new user and select this option, the user will not be able to log in.
Avatar

User’s avatar.

  • None—No avatar associated with the user.
  • New Upload—Displays a field for uploading an avatar.
  • New URL—Displays a field for entering an avatar’s URL.
Locale User’s language and location. Brightspot’s appearance changes to the selected language. For example, if you select Spanish, Brightspot appears in Spanish. If the selected language is not available, Brightspot appears in English.
Time Zone User’s time zone.
Phone Number User’s phone number for receiving text messages.
Inline Editing

Items user can edit using the Inline Editor.

  • Inherited—Inline editing settings flow from the settings at the global site. For information about making settings at the global site, see Settings for the Global Site.
  • Disabled—Inline editor is not available.
  • Only Main Content—User can edit the item but not its subsidiary items.
  • All Contents—User can edit the item and subsidiary items. For example, if an article contains an author item, the user can modify both the article and the author.
Change Password on Log In Forces users to enter a new password upon next login. Use this feature if you manually changed the user’s password, or if you created a new user.
Content Templates
Global Defaults List of Default Templates with which user is associated.
Global Extras List of Extra Templates with which user is associated.
Site Specific Defaults List of default templates for individual sites with which user is associated.
Site Specific Extras List of extra templates for individual sites with which user is associated.
Dashboard tab
Dashboard

Settings for user’s Dashboard.

  • None—User sees the role-wide default Dashboard.
  • One Off—User can create a customized Dashboard. For details, see One-off Dashboards.
  • Shared—User has access to shared Dashboards. For details, see Shared Dashboards.

For more information about Dashboards, see Dashboard.

Edit Existing Contents Lists existing content the new user can edit. Click Add Item, and search for the required items. For more information about searching for items, see Search.
Advanced tab
Two Factor Authentication Required

Setting for two-factor authentication to log in to Brightspot.

  • Default—Setting is same as the user’s role.
  • Required—Two-factor authentication is required for this user.
  • Not Required—Two-factor authentication is not required for this user.

For more information, see Two-Factor Authentication.

Return To Dashboard On Save If marked, user automatically returns to Dashboard after saving changes to content.
Return to Dashboard On Workflow If marked, user automatically returns to Dashboard after adding content to a workflow.
Disable Navigate Away Alert If marked, user does not receive an alert when leaving the Content Edit Page.
Disable Code Mirror Rich Text Editor If marked, user uses legacy Rich Text Editor instead of the newer Code Mirror-based editor.
Disable Work In Progress Disables the work-in-progress feature. This feature maintains live backups of work if your Brightspot session unexpectedly ends.
Notifications tab
Delivery Options Default delivery options available to this user.
Subscriptions Default subscriptions available to this user.

Editing Users

To edit a user:

  1. From the Navigation Menu, select Admin > Users & Roles. The Users and Roles widgets appear on the left side of the page.
  2. In the Users widget, click in the Search field, and start typing the user’s name. Brightspot lists matching users.
  3. Click the user you want to edit.
  4. In the Main, Dashboard, and Advanced tabs, and using the table User Settings as a reference, update the user’s settings as required.
  5. Click Save.

Viewing and Modifying Your Profile

To view and modify your profile, in the Brightspot header click Profile. The Profile panel appears.

../../../_images/open-profile-settings.svg

Use the table User Settings as a reference to update your profile.

See also: