Managing Users
HOW TO MANAGE USERS
Step One:
Select the “Accounts” tab to access the controls for managing Users within User Settings.
Figure 1 - The Users tab in Settings.
Step Two:
Click the “Add User” button to add a new user or use the “Search” box to find an existing User to edit if it does not appear in the first list of 10 Users.
Step Three:
Once a User has been added or found in the list, click the “Edit Info” control icon, scroll down to the “Assign Roles” section of the pop-up window to assign available Roles to the user and click the “Update” button to save.
- Select all Roles that apply to the User.
- Deselect Roles you don’t want the user to be assigned to.
- Keep in mind users get source access to the combined sum of all their Roles added together.
The User is now provisioned for access to content sources based on Roles. See Role Based Access for more information on how to configure Roles in Lucy.
Figure 4 - The Edit User pop-up window with a Role selected and another not selected.
If Attributes have been added to your Lucy instance, here you will also find the ability to select the various Attribute Values which have been created within your Lucy instance. All of the Attribute Type can be found along with drop-downs for each Attribute Value. To update select the appropriate Attribute Value and click the “Update” button to save.
- Select all Attribute Values that apply to the User.
- Attribute Values can be assigned to "(none)".
- Keep in mind users get source access to the combined sum of all their Attributes and Roles added together.
The User is now provisioned for access to content sources based on Attribute Values. See Attribute Based Access for more information on how to configure Attributes in Lucy.
Figure 5 - The Edit User pop-up window with a User Attribute selections.