Managing Users & Groups: Content Central 7.6 (Administrator Guide)

Managing Users & Groups: Content Central 7.6 (Administrator Guide)

Content Central 7.6 · Administrator Guide

Managing Users & Groups

Create user accounts, update them, and organize people into groups from the Administration area.

Who can do this. You need to sign in either as Admin (or a member of the Administrators group), or as a user whose group has the Users and Groups administration permission.

Step 1: Sign in as an administrator

Open Content Central in your web browser, enter your administrator Username and Password, and click Login.

The Content Central 7.6 sign-in screen with Username and Password boxes and a Login button.
Sign in with an account that has administrator rights.

Step 2: Open Administration

Click the menu button ☰ in the top-left corner, then choose Administration (at the bottom of the menu). The Administration page shows a grid of tools.

The Content Central 7.6 Administration page showing a grid of cards including System Settings, Users, Groups, Catalogs and Document Types, Workflow, and more.
The Administration page. The two cards you'll use most here are Users and Groups.

Step 3: Open the Users list

Click the Users card. The Users list shows every account, with columns for Username, Last Name, First Name, Email, Status, and AD (Active Directory). Each row has Actions icons on the right: Edit, Groups, DocType Permissions, and Delete.

The Content Central 7.6 Users list with a New User button, a filter box, and a table of users with per-row Edit, Groups, DocType Permissions, and Delete action icons.
The Users list. Use New User (top-right) to add an account, or the per-row Actions icons to manage one.

Step 4: Add a user

  1. Click New User in the top-right corner.
  2. Enter a Username and a Password (both required), and optionally the First Name, Last Name, and Email.
  3. Optionally turn on Guest account or Disabled.
  4. Click Create.
The New User dialog in Content Central 7.6 with Username, Password, First Name, Last Name, and Email fields, Guest account and Disabled switches, and a Create button.
The New User dialog. Fill in the details and click Create.

After you create the account, open it (Step 5) to add the user to groups and grant permissions.

Step 5: Edit a user's details

Click the Edit (pencil) icon on a user's row. The user's detail page opens with four tabs: Details, Groups, Admin Permissions, and DocType Permissions.

The Content Central 7.6 user detail page on the Details tab, showing Username, First Name, Last Name, E-mail Address, Change Password fields, and Account Settings switches including Account Disabled, plus the Groups, Admin Permissions, and DocType Permissions tabs.
The Details tab. Update the profile, reset the password, or change account settings, then click Save.

On the Details tab you can:

  • Update the Username, First Name, Last Name, and E-mail Address.
  • Reset the user's password with Change Password and Confirm Password.
  • Turn Account Disabled on or off (this also unlocks an account that was locked by failed sign-ins), and toggle Allow user to update profile and Allow user to change password.

Click Save when you're done.

Active Directory accounts. Users that sign in with network/Windows credentials are managed in Active Directory, not in Content Central. Their name, e-mail, and password can't be changed here: ask your network administrator.

Step 6: Add a user to a group

  1. On the user's detail page, click the Groups tab.
  2. Click Add to Group.
  3. Choose a group from the Select Group list.
  4. Click Add to Group to confirm.
The Add to Group dialog in Content Central 7.6 with a Select Group dropdown open, listing groups such as Administrators, Capture Users, Example Group, and Users.
The Groups tab › Add to Group: pick a group to add this user to.

Note about the groups shown. The groups in this example: Administrators, Capture Users, Example Group, and so on: come from a test environment. Your own list of groups will look different. If you don't have a suitable group yet, create one first from the Groups admin page (Administration › Groups), then come back and add the user to it.

You can do the reverse from the Groups admin page: open a group and add users to it. A group's members all share the group's permissions, so groups are the easiest way to manage access for many people at once.

Permissions (a quick note)

Two more tabs on the user's detail page control what they can do:

  • Admin Permissions: which administration areas the user can manage (for example, Users and Groups).
  • DocType Permissions: what the user can do with each catalog and document type (view, add, edit, delete, and so on).

In most setups it's easiest to grant these through groups rather than per user.

Applies to Content Central v7.6. User, group, and permission management lives under Administration.

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