Managing Users
For more information about users and end-users, see Users.
Ex Libris works with you during installation to set up your initial users - including at least one administrator - and user groups.
Managing Users
You manage users on the Select a User to Change page (Users/Permissions > User). This page presents a list of users. For information about working with lists, see Working with Lists.
When adding a user, you must enter a unique username and a password.
Add User Page
Edit a user on the Change User page.
Change User Page
Configure the following for each user.
| Field | Description | Values |
|---|---|---|
| Username | A unique ID for the user. | 30 alphanumeric characters or fewer. Must be unique. |
| Password | Select change password form to change the password.
 Change Password Page
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| Personal Info | ||
| First Name | ||
| Last Name | ||
| E-mail address | ||
| Authority | ||
| Organisation | The user's organization, if any. You can sort users by organization on the Select a User to Change the page. Organizations do not have any other impact on the UI.
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| Permissions | ||
| Active | Whether the user is enabled. You may want to disable users rather than delete them. | Select to enable the user. |
| All permissions / User permission | The permissions the user has to perform actions in the App Manager.
If you clear All permissions, you can select permissions one by one (see the on-screen text for instruction). For the list of permissions, see User Permissions.
Alternately, enable permissions for the user by associating the user with one or more user groups (see below). The user is enabled with any permissions selected here OR within any user group associated to the user.
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Select All permissions to enable the user to perform any action, subject to any restrictions (see below).
Clear All permissions to select permissions manually in User permissions.
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| Restrictions | ||
| Restrict Profiles / All Profiles | The profiles that the user is permitted to manage. By default, a user can manage all profiles. For more information about profiles, see Managing Profiles. | Leave the checkbox cleared to enable the user to manage all profiles.
Select the checkbox to enable the All Profiles field with a link indicating the profile or number of profiles selected. Select the link to select profiles from a list (select away from the list to save your changes).
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| Restrict Content Access / Content Access | The static content services that the user is permitted to manage in the content menu. By default, a user can manage all content.
For more information about the content menu, see Working with Static Content and the Content Menu.
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Leave the checkbox cleared to enable the user to manage all content.
Select the checkbox to enable the Content Access field with a link indicating the number of content elements selected. Select the link to select content from a list (select away from the list to save your changes).
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| Restrict alert groups / Alert groups | The alert groups that the user is permitted to manage. By default, a user can manage all alert groups.
For more information about alert groups, see Configuring Alert Groups.
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Leave the checkbox cleared to enable the user to manage all alert groups.
Select the checkbox to enable the Alert groups field where you can select alert groups one by one (see the on-screen text for instruction).
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User Permissions
The following permissions can be granted to/removed from a user, either one by one (see Managing Users) or as a group (see Managing User Groups).
- Android branding (change) - Not in use
- Alert group (add, change, delete) - See Configuring Notification Groups.
- Alert group category (add, change, delete) - See Configuring Notification Group Categories.
- Alert group subscriptions (change) - See Managing End-Users in Notification Groups.
- Android intro branding (change) - Not in use
- App data (homepage) (change) - Not in use
- App device icons (change) - See Configuring App Name and Icons.
- Campus map (add, change, delete) - See Adding Maps.
- Campus map (publish) - See Publishing the App.
- Contact email addresses (change) - See Configuring Email Addresses to Receive Feedback.
- Content item (manage about menu) - See Working with Static Content and the Content Menu.
- Content item (manage iPad home) - See Working with Static Content and the Content Menu.
- Content item (manage content templates in Creative Studio) - See Page Menu and Creating a Page from a Template.
- Content item (manage) - See Working with Static Content and the Content Menu.
- Content item (publish) - See Publishing the App.
- Email settings (change) - See Configuring Email Sharing.
- Email template (add, change, delete) - See Configuring App Emails.
- Facebook settings (change) - See Configuring Facebook Sharing.
- Feedback (view) - See Viewing Feedback.
- Feedback (publish) - See Publishing the App.
- General permissions (use App Builder) - See Creating Services and Configuring Services.
- General permissions (view device report) - Not in use
- General settings (access Insight) - Enables access to Insight Analytics; see Viewing App Usage Statistics.
- General permissions (view device report) - Not in use
- General settings (change)- See Configuring App Basics.
- Home page banner (add, change, delete) - See Configuring Default Banner Service Images.
- Home page banner (publish) - See Publishing the App.
- Home page feed (add, change, delete) - Not in use.
- Home page header settings (change) - Not in use
- iPad branding (change) - Not in use
- iPhone / Android branding (change) - Not in use
- Idea (view) - See Viewing Feedback.
- Location category (add, change, delete) - See Adding Map Location Categories.
- Location category (publish) - See Publishing the App.
- Menu option (add, change, delete) - See Working with Static Content and the Content Menu.
- Menu option (publish) - See Publishing the App.
- Notifications (send group) - See Sending Notifications to End-Users.
- Notifications (send individual) - See Sending Notifications to End-Users.
- Organisation (view Reports) - Not in use
- Person (view registered user) - Not in use
- Person roles (change) - See Enabling/Disabling App Roles for End-Users.
- Position (add, change, delete) - See Adding Map Locations.
- Position action (add, change, delete) - See Adding Actions at Map Locations.
- Problem (view) - See Viewing Feedback.
- Problem app category (add, change, delete) - See Configuring Problem Feedback Categories.
- Problem page category (add, change, delete) - See Configuring Problem Feedback Categories.
- Profile data (homepage) (change) - Not in use
- Resource (add, change, delete, publish) - Not in use.
- Standard alert groups (change) - See Configuring Notification Groups.
- Tile data (menu option) (change) - Not in use
- Twitter settings (change) - See Configuring Twitter Sharing.
- User (add, change, delete) - See Managing Users.
- Web app branding (change) - Not in use
Configuring Notification Groups
Notification groups contain a list of end-users that receive notifications of a specific type. End-users can add or remove themselves to/from the group in the app, which enables or disables, for them, the notifications sent to that group.
All end-users are added automatically to the ALL notification group. End-users must opt in to other notification groups.
To configure notification groups, you must first configure notification group categories. Notification group categories help you organize notification groups in the App Manager. In addition, you enable or disable notifications for app roles for all notification groups associated with a notification group category.
You can also manage individual end-users in notification groups.
Configuring Notification Group Categories
You configure notification group categories on the Select notification group category to change page (Notifications > Notification Actions > Manage Notification Groups and select Manage notification group categories). This page presents the list of notification group categories. For information about working with lists, see Working with Lists. You can reorder the categories on this page using the up and down arrows.
For each category, configure:
- Description - The name of the category. This will appear in the app as a notification type that the end-user can enable or disable.
- Image - An image for the category, as it will appear beside the notification type in the app. Select the image from the Asset Manager; see Uploading Files.
- Profile owner - Optionally select a profile. When selected, only users associated with the selected profile can send notifications to notification groups associated with this category.
Configuring Notification Groups
You configure notification groups on the Notification groups page (Notifications > Notification Actions > Manage Notification Groups). This page presents the list of notification groups. For information about working with lists, see Working with Lists. You can reorder the groups on this page using the up and down arrows.
For each group, configure:
- Description - The name of the group. This will appear in the app as a notification type that the end-user can enable or disable.
- Category - The notification group category (see Configuring Notification Group Categories).
- User subscribe - Whether the end-user can subscribe to the notifications for this notification group. If you select No, end-users cannot opt in or out from these notifications (unless they disable all notifications).
- Sort order - The place in the order in which groups appear in the drop-down list when sending a notification. Groups without a number appear last. Lowest numbered groups appear first. If more than one group is assigned the same number, the first group with that number in this list appears first.
Managing End-Users in Notification Groups
You manage specific end-users in each notification group on the Change notification group subscriptions page (Notifications > Notification Actions > Manage Notification Groups, select Change Subscriptions in a notification group row).
Change Notification Group Subscribers
To manage subscribers:
- To add a subscriber, select the subscriber in the Available subscribers column; the subscriber is moved to the Chosen subscribers column. To remove a subscriber, select the subscriber in the Chosen subscribers column; the subscriber is moved to the Available subscribers column.
- To add or remove all subscribers, select Subscribe all shown or Unsubscribe all shown, respectively.
- When you are done, select Save.
Managing End-Users
There is no single point for managing all end-users in the App Manager since the App Manager provides multiple types of authentication, including types where end-user accounts are managed by an external system.
Certain end-user management features are available, however, including:
- Enabling/disabling app roles for end-users - You can enable or disable app roles for all registered end-users.
- Also see Managing End-Users in Notification Groups.
Registered Users
View, search, and filter by date range for groups or specific app users to view the date and time they registered in the app. The interface also enables you to download a CSV file with the data for external use.
Force Login
Force a user or group of users to reauthenticate their credentials each time they log in to the app. You can apply this feature to all users, users with specific roles, or specific user email addresses.
When selecting Email Addresses, separate multiple email addresses with commas.
Enabling/Disabling App Roles for End-Users
You can enable or disable one or more app roles for a specific end-user on the Person Roles page (App Settings > App Settings > Person Roles). This page presents the list of end-users that have registered with the app. For information about working with lists, see Working with Lists.
Each record presents the list of app roles associated with the end-user. Select or clear a role to enable or disable it.