{"id":210,"date":"2014-09-08T16:29:49","date_gmt":"2014-09-08T16:29:49","guid":{"rendered":"http:\/\/localhost:8888\/zoomdocs\/?p=210"},"modified":"2020-07-13T07:47:47","modified_gmt":"2020-07-13T11:47:47","slug":"user-management","status":"publish","type":"post","link":"https:\/\/evolphin.com\/help\/administration-server\/user-management\/","title":{"rendered":"Managing Users, Roles & Permissions (Zoom 6.0 and below)"},"content":{"rendered":"\n

Any user who wants access to Zoom must have a named user inside of Zoom. This includes any users interested in accessing lightboxes. In addition to creating users to create users in Zoom, users can also be managed inside of LDAP or Active Directory. The instructions below describe how to add or edit users if users are managed in Zoom.<\/p>\n\n\n\n

This article is valid for Zoom versions below 7.0. For information relevant to Zoom 7.0 and above, click here<\/a>.<\/div>\n\n\n\n

Managing Users<\/h3>\n\n\n\n

Add Users<\/h4>\n\n\n\n
  1. In the Web Management Console, under User Accounts<\/span> in the sidebar, click<\/span> \"clip_manage<\/a>Manage accounts<\/span>.<\/li>
  2. Click<\/span>\"clip_add<\/a> Add User<\/span>.<\/li>
  3. Set<\/span> the following items:
    [table]
    Field<\/strong>,Example<\/em>
    Username<\/strong>,jsmith<\/em>
    Last Name<\/strong>,Smith<\/em>
    First Name<\/strong>,John<\/em>
    Password<\/strong>,<password><\/em>
    Confirm Password<\/strong>,<password><\/em>
    Project<\/strong>,defproj<\/em>
    Email<\/strong>,jsmith@example.com<\/em>
    [\/table]<\/li>
  4. Click<\/span> Save<\/span>.<\/li><\/ol>\n\n\n\n

    Edit Users<\/h4>\n\n\n\n
    1. In the Web Management Console, under User Accounts<\/span> in the sidebar, click<\/span> \"clip_manage<\/a>Manage accounts<\/span>.<\/li>
    2. Select<\/span> a user<\/span> in the list.<\/li>
    3. Click<\/span> \"clip_Edit<\/a> Edit User<\/span>.<\/li><\/ol>\n\n\n\n

      Delete Users<\/h4>\n\n\n\n
      1. In the Web Management Console, under User Accounts<\/span> in the sidebar, click<\/span> \"clip_manage<\/a>Manage accounts<\/span>.<\/li>
      2. Select<\/span> a user<\/span> in the list.<\/li>
      3. Click<\/span> \"clip_Delete<\/a> Delete User(s)<\/span><\/li><\/ol>\n\n\n\n

        Role Management<\/a><\/h3>\n\n\n\n

        A role is a group of users that inherit a specific permission. A role\u2019s permissions can pertain to all projects or a specific project. Each role has a permission that is assigned to it. Users are mapped to both roles and to projects. The difference between projects and roles is which role a user is a member of determines their permissions while a project determines whether they have access to those files.<\/p>\n\n\n\n

        Permissions<\/h4>\n\n\n\n

        A role can have the following permissions:<\/p>\n\n\n\n

        Role Name<\/th>Description<\/strong><\/th><\/tr><\/thead>
        None<\/strong><\/td>Has no access to any resource.<\/td><\/tr>
        Distribute<\/strong><\/td>Can read only items that are marked as published<\/td><\/tr>
        Review<\/strong><\/td>Can read only items that are marked as published and items that are marked for review. For example: Items in a Lightbox.<\/td><\/tr>
        Read<\/strong><\/td>Has read-only access to assets. They cannot create new revisions of a file, add items to Zoom, or delete items.<\/td><\/tr>
        Contribute<\/strong><\/td>User can create new revisions of a file, import new files. Users with Contribute permission cannot delete files.<\/td><\/tr>
        Edit<\/strong><\/td>Can create new revisions of a file, import new files. Users with Contribute permission can delete their own files.<\/td><\/tr>
        Edit_All<\/strong><\/td>Can create new revisions of a file and import new files. Users with Contribute permission can delete files.<\/td><\/tr>
        Administer<\/strong><\/td>Can create new revisions of a file, import new files, and administer projects in Zoom.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Set Permissions for Role<\/h4>\n\n\n\n
        1. In the Web Management Console, under Role Management<\/span> in the sidebar, click<\/span>\"clip_Manage<\/a> Manage Roles<\/span>.<\/li>
        2. Under the Permission<\/span> column for the specific role, click<\/span> to view drop-down.
          \n<\/li><\/ol>\n\n\n\n
          \"Roles<\/a>
          Roles section of the Web Management Console<\/figcaption><\/figure>\n\n\n\n
        3. Select<\/span> the appropriate permission.<\/li>\n\n\n\n
        4. Click<\/span> \"clip_Save<\/a> Save All<\/span>.<\/li>\n\n\n\n

          Set Project for Role<\/h4>\n\n\n\n

          Permissions can be set to a specific project. That way a user only has those permissions for that specific project. By default, however, roles are set to *, meaning that these permissions will apply to all projects.<\/p>\n\n\n\n

          1. In the Web Management Console, under Role Management<\/span> in the sidebar, click<\/span>\"clip_Manage<\/a> Manage Roles<\/span>.<\/li>
          2. Under the Project<\/span> column for the specific role, click<\/span> to view drop-down to select the project, or type *<\/span>.<\/li>
          3. Click<\/span> \"clip_Save<\/a> Save All<\/span>.<\/li><\/ol>\n\n\n\n

            Map Users to Role<\/h4>\n\n\n\n
            1. In the   Web Management Console,<\/span> under User Accounts<\/span> in the sidebar, click<\/span> \"clip_Map<\/a><\/em> Map User to Role<\/span>.<\/li>
            2. Under Role Name<\/span>, select<\/span> the role you would like to map users to.<\/li>
            3. In the All Users<\/span> column, select<\/span> the users you would like to add.
              \n<\/li><\/ol>\n\n\n\n
              \"Map<\/a>
              Selecting a role to map users to.<\/figcaption><\/figure>\n\n\n\n
            4. Click<\/span> Add >><\/span><\/li>\n\n\n\n
            5. Click<\/span> Save<\/span><\/li>\n\n\n\n

              Add Role<\/h4>\n\n\n\n
              1. In the   Web Management Console,<\/span> under Role Management in the sidebar, click<\/span> \"clip_Manage<\/a> Manage Roles<\/span>.<\/li>
              2. Click<\/span>   \"clip_Add<\/a> Add Role.<\/li>
              3. Under Name of the Role<\/span>, enter the name you would like to set for the name.<\/li>
              4. Under the Project<\/span> column for the specific role, click<\/span> to view drop-down to select the project, or type *<\/span>.<\/li>
              5. Under the Project<\/span> column for the specific role, click<\/span> to view drop-down to select the project, or type *<\/span>.<\/li>
              6. Click<\/span> \"clip_Save<\/a> Save All<\/span>.<\/li><\/ol>\n\n\n\n

                Delete Role<\/h4>\n\n\n\n
                1. In the  Web Management Console,<\/span> under Role Management in the sidebar, click<\/span> \"clip_Manage<\/a> Manage Roles<\/span>.<\/li>
                2. Select<\/span> the role you would like to delete.<\/li>
                3. Click<\/span> \"clip_Delete<\/a>  Delete Role<\/span>.<\/li><\/ol>\n\n\n\n

                  Suggested Articles<\/h3>\n\n\n
                  Managing Projects<\/a>\n\t\t\t\t\t\t<\/div>\n","protected":false},"excerpt":{"rendered":"

                  Any user who wants access to Zoom must have a named user inside of Zoom. This includes any users interested in accessing lightboxes. In addition to creating users to create users in Zoom, users can also be managed inside of LDAP or Active Directory. 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