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4.
Creating Users
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Creating user accounts is a task performed when first setting up an OpenEngagement DMS instance, but may also be performed any time later, as is necessary. Creating user accounts requires logging on as an Administrator, Manager or Site Manager and going to the Site Setup page and then to the Users and Groups Administration page. The Site Setup page may be reached by users with sufficient permissions from most pages by clicking the link on the upper right portion of the screen, next to the Site Map, Contact and Log Out links. On the Preferences page, the Users and Groups Administration link is on the left side of the page.
To add a new user, click the button Add New User. This will bring up a form where you may enter their full name, username, email address, and possibly initial password. After submitting the form, you will be returned to the Users and Groups Administration page. Hit the Show All button to confirm the new user account has been created. They will initially have only one site-wide role, which is the Member role. All users must have this role site-wide (removing this role for any user may cause problems for the application). You may assign any additional site-wide roles you wish to give this user here, either now or later.
After a Manager or Site Manager creates users, if they specified the initial passwords for these user accounts, they can log on as these new users and double check they have access to what and only what they should. Once the Managers or Site Managers confirm the permissions are correct, they may then send the users their username & initial password. The users should then change their password.
As each user may receive email notifications from time to time from the OpenEngagement DMS, the email for each user should be specified. It is possible for the users to later fill this in themselves, but it is probably easier to fill this in when the users are created.
The Users and Groups Administration page also provides an interface where user groups may be created. These may be convenient for some firms, but are not necessary.