Brainshark Support: How to Manage Users (Part 1)

July 21, 2011 | Sabrina Cote
Brainshark Support: How to Manage Users (Part 1)

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

- Password*

- 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. 

3)      Continue

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.

5)      Submit

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. 

7)      Submit

Congratulations, you have successfully added a new Brainshark user!

For more information regarding managing users, check out this short Brainshark presentation as well as these helpful documents from our Help & Training website!

Manage Users Brainshark Presentation

Manage Users PDF Document

Roles and Permissions Breakdown

Support Team 

The Brainshark Support Team is available free of charge to all Brainshark users Monday through Friday from 8 AM to 9 PM EST.

Phone: 781-370-8222

Email: support@brainshark.com

Live Chat: /help-and-training/support/get-help-now  

CSO Insights
CSO Insights’ 2016 Sales Enablement Study
Latest trends and research to guide your sales enablement strategy.
Coaching Solutions
Inside Brainshark for Coaching
See how you can help sales reps master their skills and improve performance in this 2-minute demo video.
GE Digital
GE Digital’s Sales Enablement Story
See how GE Digital’s strategy has them on pace for +40% YoY growth.