Administrators are responsible for (1) assigning users to projects, and (2) managing users for all projects in their publisher.

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Customer Administrator

A Customer Admin can invite new users to the SmartAuthor application using the Invite New User button on the Users home page:

 

Invite Users

1. Go to the Users tab.

2. Click Invite New User.

3. Complete the required fields: First Name, Last Name, and Email.

4. Select the level of permissions:

  • Customer Admin: The highest level of permissions, cannot be added to a group.

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  • Select a group: The user is invited to the selected group(s) to create their new SmartAuthor account and by default has SmartAuthor Access only.

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5. Click Save. New users will receive an email to create a new account.

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Group Administrator

Invite Users

A Group admin can invite new users only with SmartAuthor access level of permissions, following the steps above. The Customer Admin checkbox is grayed out and cannot be selected.

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Manage Existing Users

As a Customer admin, you can find any user with the search field. Group Admins can only search for users invited by them or users in the groups they manage.

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Status Icons

The newly invited user's status is shown on the user list in the Users tab, you can check the invitation status, the last log-in, and the user's basic information at a glance on the list.

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Actions

You can edit and perform actions over individual users with the more actions menu.

  • Cancel Invitation: You can cancel the invitation for a new user if the account is not already created.

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  • Deactivate and Reactivate User: Active users can be deactivated to prevent access to SmartAuthor and groups. 

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A warning message is shown after trying to log in:

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  • Access can be easily restored through the more action menu.

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Edit User: Allows you to update user information. The Edit User pane enables you to change the user's name or email address.

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  • Customer Administrators can elevate any user's access level or assign users to different groups.

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  • Group Administrators can only edit users on their group(s), and cannot grant Customer Admin access as the option is grayed out.

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