If you have the required permissions, Insight Studio enables you to manage all aspects of users, User Groups, and User Shares.
Basic tasks that Insight Studio can manage:

• Adding/Removing Users

• Adding/Removing Shares

• Managing Users' access to Shares

• Managing Users' access to User Groups

Tasks that can only be accomplished within the Administrator Tools:

• Adding new Collection Entries for Collection Managers you don't control (see page Adding a Remote Collection or New Collection Manager/Personal Insight Manager to your User Manager )

• Deleting Collection Entries (see page )

• Adding new Virtual Collection Entries (see page )

• Adding User Groups for Virtual Collections (see page )

• Adding Administrative Users (see page )

Introduction to the User Management Tool

The User Management tool has a layout similar to the rest of Insight Studio. Like the Theme selection panel or the Catalog Template selection panel, the User Management Tool is broken into two main panels. The left panel displays a hierarchical tree outlining nodes of User Manager responsibility: Users, User Groups and Shares. The right panel displays tables of entries contained by the node selected on the left and provides a set of buttons to modify or delete selected entries or to create new entries.

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Opening the User Management Tool

To access the User Management Tool, you must first have permission to manage users. For more information on user management permissions, please see Managing Administrative Users on page .
To Manage Users:

1. Open Insight Studio and log in with your administrative username.

2. Double-click on the collection you'd like to add the user to. If you are planning to manage access to multiple collections, use Administrator Tools.

3. From the main management menu, choose Manage Users and Groups.

NOTE: Alternately, you can always access the User Management area via the Task Menu (under Access Management).

Adding a New User to an Existing Collection

Each user is assigned a set of User Groups and Shares (shared folders) to which they have access. Each User Group provides access to a collection and grants the user a set of rights within that collection.
To create a new user:

1. Once the User Management Tool has loaded, choose Users from the list of management tasks.

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1. Press Add to add a user.

Open

1. Provide a Log-in Name, First Name, Last Name, and Password.

NOTE: The information placed in the User Manager database is used to populate various forms in Insight (for example, the annotation information).

1. Select the Member Of tab to assign the User to User Groups (which are in turn assigned to collections).

Open

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   1. Click "Add" to assign the user access to one or a set of User Groups.

Open

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   1. Select one, or a set of User Groups to grant the user access to specific collections.

NOTE:You can select multiple Field Groups by holding down the Ctrl key.
NOTE:User Groups created by Insight Studio (one is automatically created for each new collection if you have rights) will start with the collection name; we suggest you continue this convention to easily determine what User Group maps to what collection.

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   1. Click OK to add access to the User Groups.

2. Select the Share Access tab to assign the user rights to Shared Folders.

   1. Click "Add" to add access to a share for your user.

   2. Select the Shares you wish to grant the user access.

NOTE:You can select multiple shares by holding down the Ctrl key.
NOTE:The user will have access to each share within ANY collection that they have access.

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   1. Click the checkboxes to assign write/delete permissions.

   2. Enabling "Create Folders" will allow the end-user to create sub-folders inside the share.