Editing a User

To edit a user

  1. On the Navigation Tree, click Rights and Privileges, and select Users.

  2. Click the name of the user you want to edit or click anywhere on the row, and then click clip0003. The User page appears.

  3. Make the necessary changes. For details about how to change its items refer to Adding a User.

  4. To assign a temporary password to a user, type a password in the Password and Confirm Password boxes, and click Save.

  5. To grant access rights, select an appropriate tab at the top of the page. The following tabs are available:

    • User tab allows you to modify the user name, description, and login information and grant common and specific privileges to the selected user.

    • Settings tab allows you to modify the notification settings, particularly the number of days when an alert about license expiration will be shown.

    NOTE: The Defined check box is disabled by default. If the setting is not "Defined," then the global setting under System Preferences applies.

  • Models tab allows you to assign models to the current user. To do this, drag appropriate items from the left pane to the right pane, and click Save.

  • Automator Processes tab allows you to assign Automator processes to the current user. To do this, select a search from the list, then drag appropriate items from the left pane to the right pane, and click Save.

  • Visual Processes tab allows you to assign visual processes to the current user. To do this, select a search from the list, then drag appropriate items from the left pane to the right pane, and click Save.

NOTE: Processes created in older versions of Monarch Server (e.g., v13.2) are assigned to all users.

  • Automator Projects tab allows you to assign projects to the current user. To do this, drag appropriate items from the left pane to the right pane, and click Save.

  • Workspaces tab allows you to assign workspaces to the current user. To do this, drag appropriate items from the left pane to the right pane, and click Save.

  • Change Lists tab allows you to assign change lists to the current user. To do this, drag appropriate items from the left pane to the right pane, and click Save.

  • Named Paths tab allows you to assign named paths to the current user. To do this, drag appropriate items from the left pane to the right pane, and click Save.
  • Folders tab allows you to assign folders to the current user. To do this, drag appropriate items from the left pane to the right pane, and click Save.

NOTE: You can copy rights of a user by clicking the Copy Profile button available on the aforementioned tabs, except the Views and Report Security tabs.

  1. Make the necessary changes, and click Save.
    The system saves the modified user to the database and displays the updated Users page if the operation is completed successfully.