Support and Documentation

Managing user accounts

Creating users
Procedure. To create a user:
  1. From the Navigation Menu, expand Admin, and select Users & Roles.

  2. In the Users widget, click New Tool User. The New Tool User widget appears. (Depending on your version of Brightspot, you may see additional fields.)

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

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

  5. Click Save.

. See also:
Editing users
Procedure. To edit a user:
  1. From the Navigation Menu, expand Admin, and select Users & Roles.

  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 tables User settings—Main tab, User settings—CMS Tab, and User settings—Assignment Desk tab as a reference, update the user's settings as required.

  5. Click Save.

Impersonating another user

You can use Brightspot as a different user. This technique is useful for administrators who need to verify that they configured a role's or user's permissions correctly. For example, Alex is a Brightspot administrator with access to all features. He configured a role Proofreader with access only to the Workstreams and Scheduled Events widgets on the dashboard. Alex can impersonate a user in the Proofreader role to verify the dashboard is configured correctly.

Typical administrator's dashboard
Figure 109. Typical administrator's dashboard


Impersonated user's dashboard
Figure 110. Impersonated user's dashboard


Procedure. To impersonate a user:
  1. From the Navigation Menu, expand Admin, and select Users & Roles.

  2. Select the user you want to impersonate.

  3. Click |mi-settings|, and from the menu select Impersonate This Tool User.

You return to the dashboard as seen by the impersonated user. A message appears above the header indicating the user you are impersonating. Furthermore, in widgets that show an editor's name, such as Revisions, the impersonated user's name appears.