Users, Groups, & Roles

• Users
• Groups
• Roles
• Assigning Permissions
• Audits - Users, Groups, & Roles

NEWS & TIPS

• Site Access Keys
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Setting up System Users

Users and Groups must be set up by an administrator or manager. Each user or group must have a Role that defines which system tasks are allowed. Each folder, in the Home area, has individual permissions that determine which users and groups have access.

1. Users
   Each person using the system should have his/her own user account.
2. Groups
   Placing multiple users into groups is a great way to customize permissions in the system.
3. Roles
   Roles must be assigned to each user or group in the system in order to determine which tasks that user or group may perform.
4. Assigning Permissions
   Permissions determine which users or groups have access to a specific folder or asset.
5. Audits - Users, Groups, & Roles
   The Audit Trail is accessible from the Administration area and gives a detailed account of all activity having taken place within the system.

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