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Users

The Users page is where you can view, add, and manage the users, roles, and visitors that have access to your sites.

 

To access the Users page:

  • Click on the gear icon () to access the Site Administration settings page.
  • Click on Users under Site Administration.
  • Use the radio buttons at the top to navigate between the lists of Users, Roles, and Visitors. Whichever option is selected determines what shows in the list, as well as what you are editing or adding to the list.
    • User accounts are tied to a single individual and their permissions.
    • A Role allows you to define a set of permissions and add users to the role. This is helpful when managing a large number of users who all need the same permissions. Once the user is added to the role, that user has the role's permissions. *Note: If you plan on using roles, you may want to add those before you start adding users.
    • A Visitor is an individual who has accessed your calendar, and if showing in this list, has created a profile by supplying an email address and password.
    • The All option lets you see all three lists on the page at one time.

Adding a New User

  • With the User option selected, click Add new user.

 

  • Click Save at the bottom of the User profile page to add this user to the application.

Managing Users

Once you have added a user, you can access their profile to make changes as needed:

  • From the Users page, select Edit from the Actions drop down menu next to the user's name. This will bring up the user's profile page.
  • Make any changes needed, then click Save at the bottom.

 

Roles

A Role allows you to create a combination of privileges to be applied to multiple users. You can use all of the privileges available to users in roles as well.

Default Roles

There are three roles available by default in Event Publisher. These roles cannot be changed or deleted, but you can select Edit from the Actions drop down to view the permissions associated with each role.

  • Tenant Admin: A Tenant Administrator is a Global Administrator role that has access all parts of the application, including events and site settings across all Calendar Sites within the Tenant account.
  • Site Administrator: A Site Administrator can manage various site and calendar settings for all Calendar Sites within the Tenant account, submit events, and can approve events if added to the approval process.
  • Requester: A Requester can create and submit events, but do not approve or publish these events.

Adding a Role

  • Select the Role option at the top of the page, and the page will refresh with a list of all current roles.
  • Click Add new Role.

 

 

  • Click Save at the bottom of the Role page to add this Role to the application.

Managing Roles

Once you have added a role, you can access the role profile to make changes as needed.

  • From the Users page, select Role at the top.
  • Once the page refreshes, select Edit from the Actions drop down menu next to the role name. This will bring up the role profile page.
  • Make any changes needed, then click Save at the bottom.

 

 

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