A recent analysis of support data indicated a trend in customer inquiries surrounding Brainshark’s Manage Users feature, found in Company Administrator Tools. In the spirit of this trend, the support team would like to present this six-part how-to series, detailing the components of the Manage Users feature. Tune in for the “Manage Users How-To Tip of the Month” to learn more about the many ways this convenient feature can work most efficiently for your company!
This Month: How-To Manually Add Users in 7 Quick Steps
If you are a company administrator, adding users is a snap! To add a new user, simply navigate to the “manage users” tab by clicking:
1) My Applications>Administration>Manage Users>Edit User>Set Profile
2) Set Profile
On this screen, you will first establish the new user’s profile. Here you have the freedom to fill in as many fields as you desire, but are only required to provide information for the following fields:
- User Name
- Verify Password*
- First Name
- Last Name
- Primary e-mail
*NOTE: By checking the box for “Generate new password and notify new user immediately”, you will not be required to provide a password for the new user, as the system will automatically generate one and notify the new user via email.
4) Set Permissions
Next, you will be directed to a screen where you can set permissions for this new user. The following three levels of permissions exist:
Viewer: Placing a checkmark in the Viewer column, enables this user to view all presentations in that Folder
Author: Placing a checkmark in the Author column, enables this user to create and view presentations in that Folder
Administrator: Placing a checkmark in the Administrator column, enables this user to add and edit sub-folders, as well as run reports on all presentations in this folder. This establishes the new user as a folder administrator, not a full company administrator. If your site has content approval enabled, placing a checkmark in the administrator column will give this user approval rights for any content in that folder where approval has been requested. A folder administrator without viewer and author permissions means this administrator cannot view or author presentations in this folder, but they can run reports on presentations in this folder, and they can create subfolders.
6) Set Groups
Placing a checkmark in any Group makes that user a member of that Group. Any permission changes granted at the Group level will be given to all members of that Group. Any user then added to that group inherits the permissions of the group.
Congratulations, you have successfully added a new Brainshark user!
The Brainshark Support Team is available free of charge to all Brainshark users Monday through Friday from 8 AM to 9 PM EST.
Live Chat: /help-and-training/support/get-help-now