You can add new users both through the Picvario interface and admin panel. Manage access rules and add users to groups is only possible in the admin panel.
Creating a new user in the Picvario interface
- In the Picvario interface go to System settings - Users. To add a new user click on +.
- A new user card opens.
- Fill in name, surname and email address. Set a password or click Generate.
- Admin status grants the user all the rights in both the admin and user interfaces. This status allows the user to view and edit all assets and collections, as well as to perform all actions in the admin panel.
- Active toggle shows the current status of the user. When turning on, the user is active and authorized to use the system. When is turned off, the access right is suspended. Deactivating the Active status does not lead to the deletion of the user’s account, it can be reactivated at any time.
- Press Save.
Creating a new user in the admin panel
- Open the Users panel in the admin console and then click on Users or Change
- Click on the Add User button
- Fill in the required fields in the Add User Enter the new user's email address and set a password. Confirm the password and click on the Save button
- Once the password has been confirmed, a new user card opens to complete the new user’s details.
Note that the Personal Info fields are optional. If completed, the new user’s first and last names will be displayed in their personal interface, if not - the user's will be identified with their login (email)
The Permissions panel allows configuring the user's status
- Active - the Active box shows the current status of the user. When it is ticked, the user is active and authorized to use the system. When the tick is removed, the access right is suspended. Removing the tick does not lead to the deletion of the user’s account, it can be reactivated at any time.
- Staff status - a user with this status is granted access to the admin console, although it does not mean an automatic provision of admin rights. These are configured in the User permissions panel (see below).
- Superuser status - ticking this box grants the user all the rights in both the admin and user interfaces. This status allows the user to view and edit all assets and collections, as well as to perform all actions in the admin panel. This status does not require the Staff status box being ticked in order to get access to the admin panel.
The Groups panel serves to make the user part of one or more groups. Being part of a group means sharing the rights assigned to all the members of the group. The access rights of each individual user can also be configured through access rules. For more details refer to - Managing User Groups and Managing Access Rules.
User permissions panel - use this panel to specify what admin rights are granted to users with access to the admin panel (with a tick in the Staff status box).
Warning! Leave this panel blank if you create a user with access to the user interface only. Rights on actions in the UI are managed through Access rules.
- Save your settings by clicking on Save.
Deleting a user
- Tick the users you want to delete and select Delete selected users in the Action Make sure the right users have been ticked and then click on Go
Alternatively, open the profile of the user you intend to delete and click on the Delete button in the bottom left corner.
- Before deleting the selected users, the system will ask you to review the list of users with tokens and group connections associated with them. If the review is correct, please confirm the deletion by clicking on Yes, I'm sure, otherwise, click on No, take me back and restart the deletion process.
Configuring User Rights
A new user, if they neither have Superuser status nor belong to any user group for which access rights are configured, has the following set of rights after being added to the system:
- able to import assets into the system
- has all rights (view, edit, delete, export, workflows) over the assets they have imported
- able to view public assets and all their properties
To further configure the rights of a new user go to Access Rules.
Alternatively, rights can be configured for groups of users. This allows granting a preconfigured set of rights to new users simply by adding them to a specific group. For more details refer to User Groups.