Creating and configuring a user

You can create and configure a user through the User Manager window in the perspective.

Note: You can also create a user by cloning.
Note: For users on hosted systems, contact IXIASOFT Customer Support to assist with this process, as the user also needs to be configured to use the Remote Desktop Protocol (RDP) in addition to following procedure. RDP belongs to a set of security groups that control access to the Amazon Web Services environment that IXIASOFT directly manages.

To create a user:

  1. Right-click the Content Store node and select IXIASOFT CCMS Admin > Manage Users.
    The Manage Users window is displayed.
  2. Click the Lock button (lock manager icon).
  3. In the Users list, right-click the location node where you want to define the new user and select New User.
    A blank user entry appears below the selected node, and various user configuration panes appear, such as the User Personal Information pane.
  4. Enter the user's Name prefix, First name, Middle name, and Last name.
    Note: Only the last name is mandatory; the other fields are optional.
  5. Enter the user's Location.
    The Location string you enter will be used to group users in the Users pane. Be sure to use consistent location naming and character case in order to avoid creating multiple versions of a location.
  6. Under User Connection Information, set up connection information:
    Figure: Entering connection information


    • Enter the user's Domain, if applicable.
    • Beside User name, enter the user's username.
    • Enter the Email Address to which the user's document assignment notifications should be sent.
    • Beside Email Type, enter text or HTML.
      Tip: Common email applications, such as Outlook, support both types of email. However, plain text email is faster to process and tends to display more predictably than HTML.
  7. Save your changes locally (CTRL+s).
    Your new user appears in the Users list.
  8. Click Check In Document (check in manager icon).
  9. Set up groups and/or roles for the user.
  10. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their IXIASOFT CCMS Desktop. Users can also apply the changes without restarting their IXIASOFT CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web Server so that users will see the change reflected there.