This feature is available to Brief Managers and Administrators only
To create a new User select the User Manager tab to go to the User Manager task area. Click on the New User button. This will open up a window that requires you to add details of the new User.
If you cannot add the person as a new User the reason might be that the person is already a User but in the Access Group of a different Brief Manager. You should create your Access Group and then contact the Administrator to have the User added to your group.
If the User is not already part of your organisation’s Access Groups you will be requested to select the type of User. As a Brief Manager you will not be able to create another Brief Manager. That is a right of an Administrator. You should familiarise yourself with the user rights for Document Manager, Document Filer, Viewer, Client and Expert respectively.
You are likely to give most selected Users the rights of a Document Manager. Document Managers can add and delete and change details of documents on the Brief. They cannot add alter or delete Briefs, Access Groups or Users.
A Document filer can upload and download documents. Experts can only see documents they are allowed to access, upload and download documents they can see.
Viewers and Clients can only see documents they are allowed to access, and download documents they can see. They cannot upload documents.
When, as a Brief Manager, you add a document to a Brief you will have the option of choosing that only you will be able to see that document. A document will only be visible to a Document Manager or other category of User if, when you seek to upload the document, you tick a relevant box that gives that category of User the right to see the document.
When you are creating a new User you will be required to add email and password details and level of access for that User (ie. Document Manager, Viewer, Client, Expert).
As a Brief Manager you will always be able to change those details when required. It is however recommended that you store in a secure way, that is readily accessible by you, details of both the email address and password of the User that you have created.
Finally, you must link the User to an Access Group before saving details of the new User.
After you have saved the details of the new User Cloudbrief will default to the User Manager page and the details of the new User will appear under the list of All Users. The new User’s name will also be listed under the name of the Access Group of which you have made the new User a team member. Click on the Access Groups link to find the list of Access Groups.
An email will be automatically generated and sent to the new User. The email will contain the User's password and tell that person how to log on to Cloudbrief. A copy will be emailed to the Brief Manager or Administrator who added the new User to Cloudbrief. The text of the standard email can be changed by an Administrator.
You will also be able to edit the details of, add to or remove from an Access Group, or remove from Cloudbrief, a User you have created. You do this by using the button to the right of the name of the User that appears in the list of All Users or in the list under the relevant Access Group. This functionality does not apply to you as a Brief Manager.
If you only wish to remove a User from a particular Access Group use Remove Access on the Access Groups page.