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.

    • Group Administrator tab allows you to grant limited administration rights to group administrators. To do this, select appropriate check boxes, and click Save.

    • Views tab allows you to specify what views of the document search results page or RMS views page will be available for the current user. To do this, select or clear appropriate check boxes, and click Save.

    • 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.

    • Security Keywords  tab allows you to assign security keywords to the current user.

    • Global Security Keywords tab allows you to assign global security keywords to the current user.

    • Report Security tab allows you to grant access to report security rules for the current user. To do this, select a document group and a document type, then drag appropriate items from the left pane to the right pane, and click Save.

    • Document Types tab allows you to grant access to document types for the current user. To do this, select a document group from the list, then drag appropriate items from the left pane to the right pane, and click Save.

    • Unredacted Document Types tab allows you to select document group and assign its document types for the user. To do this, select a document group from the list, then drag appropriate items from the left pane to the right pane, and click Save. Document types from the Assigned Document Types pane will be assigned.

    When assigned, on the Report view, Data view, and Summary view data will be displayed in the unredacted format. 

    For unassigned document types, data will be displayed in the redacted format.

    NOTE: Unredacted Document Types tab becomes available only if a redaction license is enabled in MS.

  • Portlets tab allows you to assign portlet access rights to the current user.

  • Templates tab allows you to assign document templates to the current user. To do this, select a document type from the list, then drag appropriate items from the left pane to the right pane, and click Save.

  • 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.

  • Searches tab allows you to set the accessible searches for the current user. To do this, select a search group from the list, then drag appropriate items from the left pane to the right pane, and click Save.

  • Search Notifications tab allows you to assign search notifications 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.

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

  • Filing Notifications tab allows you to assign filing notifications 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 above mentioned tabs (except Views and Report Security tabs).

  • 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.

  • 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.
  • 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.

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.

 

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