Create New Back Office Users - New Generation Capture

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Create New Users

Create back office users and permissions in the system.

You can create new back-office users from the Manage Users page.





Group   Add New Account

Navigate to the Add New (+) icon. This will take you to the User Details screen. If necessary click on the DETAILS tab on the left to return to this screen. Enter a first and last name, a password and an email address. These four fields are mandatory. The email address will be used as the user name to login to the back office system. (Note that this is different from Classic Capture when a user name could be specified independently of an email address.)

Optionally enter address information and a telephone number if required.


Click on SETTINGS on the left to set the user group, the date, the number of results to be shown per page for this user, and if required, the default profile to be shown in the Metadata/Keyworder screen. The user group is the only mandatory field in this screen.


Click on PERMISSIONS to set the user rights as shown below. The User Permissions are organised into the following five groups: Assets, CRM, Finance, Keywording, Languages and Input. The screen shot below shows some permissions set for asset management.







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