View All Users

To view all of the users within a OneStrata enterprise, do the following:

• Navigate to the Administration > User Management > Users tab.

View All User Roles

To view all of the user roles within a OneStrata enterprise, do the following:

• Navigate to the Administration > User Management > User Roles tab.

Open a User Record

View more information about a specific user by opening their User record.

To open a User record, do the following:

1. Go to the Administration > User Management > Users tab.
   
   
2. Click the name of the desired user, in the Username / ID column of the User grid.

View a User's User Role

To see what user role has been assigned to a specific user, do the following:

1. Open the desired User record.
   
   
2. Go to the User Role tab. The assigned user role is listed in the Role field.

View a User's Data Access Level

To see what data access level has been assigned to a specific user, do the following:

1. Open the desired User record.
   
   
2. Go to the Digital App Settings tab. The assigned media access level is listed in the Medias section, and the assigned entity access level is listed in the Entity Access section.

Edit a User

Make changes to a user—like updating their email address or user role—by editing their User record.

Change a User's Username

To change the username of a user, do the following:

1. Open the desired User record.
   
   
2. In the Login Information section, select the Edit Username checkbox.
   
   
3. For Username, enter the new username.
   
   
4. Click Save.

Change Other User Details

To change the general details of a user, do the following:

1. Open the desired User record.
   
   
2. In the General section, change details as desired. Except for the Type field, all fields can be edited.
   
   
3. Click Save.

Reassign the User Role of a User

To reassign the user role of a user, do the following:

1. Open the desired User record.
   
   
2. Go to the User Role tab.
   
   
3. For Role, select the desired user role. A read-only list of the selected user role's permissions are displayed.
   
   
4. Click Save.

Reassign the Data Access Level of a User

To reassign the media access level or entity access level of a user, do the following:

1. Open the desired User record.
   
   
2. Go to the Digital App Settings tab.
   
   
3. To reassign the media access level, do the following:
   
   
   1. In the Medias section, click Edit to open the Medias widget.
      
      
   2. In the Medias widget, select the desired Media type(s).
      
      
   3. Click Update.
      
      
4. To reassign the entity access level, do the following:
   
   
   1. In the Entity Access section, click Add Entity Access to open the Add Access widget.
      
      
   2. In the Add Access widget, for Select Target Entity, select the desired entity/entities.
      
      
   3. Click Grant Selected.
      
      
5. Click Save.

Open a User Role

View more information about a specific user role by opening its User Role record.

To open a User Role record, do the following:

1. Navigate to the Administration > User Management > User Roles tab.
   
   
2. Click the name of the desired user role, in the Name / ID column of the User Role grid.

Edit a User Role

Make changes to a user role—like renaming it or changing its permissions—by editing its User Role record.

Rename a User Role

To rename a user role, do the following:

1. Open the desired User Role record.
   
   
2. For Name, enter the new name of the user role.
   
   
3. Click Save.

Change the Permissions of a User Role

To change the permissions of a user role, do the following:

1. Open the desired User Role record.
   
   
2. Go to the Digital App Permissions tab.
   
   
3. In the Permissions section, change the permissions as desired. For a description of each permission, see User Role Permissions Reference.
   
   
4. Click Save

Deactivate a User Role

To deactivate a user role, do the following:

1. Open the desired User Role record.
   
   
2. Click the Deactivate button.

Reactivate a User Role

To reactivate a deactivated user role, do the following:

1. Open the desired User Role record.
   
   
2. Click the Activate button.