Introduction

Welcome to DocumentManager

About PortalsXpress

Getting Started

Adding a New File

Document Check-Out

Application Integration

DocumentManager Interface

DocumentManager Display

Cut, Copy, Paste, Copy as Shared

Sorting Items

Navigation

Tree Control

Shortcut Keys

Using DocumentManager

Organizing Files

Data File Templates

Printing to DocumentManager

Scanning to DocumentManager

Post-Scan Editor for Scanned Documents

Undo/Redo Commands

Document Indexing

Document Check-Out

Now Checked Out

Working with Documents Offline

Auto Check-Out

Padlocks

Overview of Padlocks

Applying, Editing, and Removing Padlocks

Establishing Padlock Permissions

Security

Security

Access Log

Manage Users

Installation

System Requirements

Installing PortalsXpress

Uninstalling PortalsXpress

Creating a Password

Change your Password

Subscription

Subscribe Now

Get More Storage

Enabling Document Indexing

PortalsXpress Integration

Messenger

ContactManager

WorkflowManager

Using Help

Customer Service

Context Sensitive Help

User Guides

Glossary of Terms

Licensing

Using DocumentManager - Manage Users

General Information

The Manage Users dialog allows an administrator to add a new user, change a user's password, set a user's padlock, and promote or demote a user's access to your account.

This dialog is accessible via the DocumentManager menu's "Manage Users" item.

Adding a User

Clicking on the "Add User" toolbar button prompts you to enter basic information for the new user. Submitting that information by clicking the OK button will create the new user with a contact type of "Resource: Internal". The new user will not have administrative privileges to the account.

Changing a User's Password

Clicking on the "Change Password" button allows you to change the password for a user. Once the user's password has been changed, that user will need to re-enter the new password the next time they log in to PortalsXpress.

Changing a User's Type

Clicking on the "Change Type" button allows you to change the user's type. The four user types are described below:

• Contact - Cannot login to the PortalsXpress application (but still has access to their Private Client Site)
• Member - Can login to the PortalsXpress application, view your account's contact list, browse each contact's digital file, etc.
• Administrator - Everything a Member can do, plus administrative privileges to your account
• Primary Administrator - Everything an Administrator can do; the primary administrator is your account's administrative contact. There can be only one Primary Administrator

User's Padlock

The Padlock toolbar button can be used to create padlocks, edit padlocks, and set a user's padlock. If a user has a padlock, it is applied to anything that user creates (i.e., contacts, digital folders, projects, etc.) Padlocks control who can view, read, add, edit, and delete information. Click here for an overview of padlocks.

Use the "Remove User's Padlock" toolbar button to unset a user's padlock. Anything that user creates will no longer get padlocked automatically.

PortalsXpress's padlocks are incredibly versatile, and can be adapted to enforce almost any security model you & your organization may require. And by granting keys to your users, understanding who can access what becomes as simple as knowing who can enter your office building!

Example use of user's padlocks:
Company ABC, Inc. has a sales team and each member has their own region. An account administrator creates and assigns a padlock to each member of the sales team that grants them and their manager full access (Visible, Read, Add, Edit, and Delete). Each sales team members then adds the clients in their region to ContactManager. The sales manager can then see ALL of the clients, but each sales team member can only see THEIR region's contacts.