Once a collection is created in Insight Studio, you can manage access to that collection and create "shares" (network shared work areas) for other users to access your collection.
Insight Studio only allows you to perform user management for the collection you are currently working in. More advanced user management, such as multi-collection access and collection profile management will be discussed later.

Insight User Management Concepts

To manage Insight users, you will need to be familiar with the following concepts: user, user group, and profile. The following diagram illustrates the relationship between these concepts:



User: An Insight user as defined in the User Manager
User group: Made up of a Group Name and Access Key (Code Key). These two elements control access between a User Manager and a Collection Manager.
For example: A User Group and Access Key on the User Manager "MyUserGroup/MyAccessKey" must have a matching User Group and Access Key on the Collection Manager or users belonging to either User Group will be denied access to the collection.
Profile: Sets the level of privileges available to a user for a collection

Managing Users

Log on to Insight Studio and select your collection. Select Manage User Access in the Task Menu.

Adding a User

1. Click Add.

1. Fill in the form (minimum requirements: Log-in Name, First Name, Last Name,

and Password) and click OK.

Assigning a User to a User Group

There are two ways to do this:

1. 1. Select Manage User Access from the Insight Studio Task Menu. Select Users

from the Access Type menu, then select the user from the User Name list in the right panel and click Properties.

1. 1. Select the Member Of tab.
   2. Click Add.
   3. Select the User Group you would like to assign.
   4. Click OK.
   5. Click OK again in the User Properties panel.
   6. You will be asked to save the changes. Click Yes.

1. Select Manage User Access from the Insight Studio Task Menu. Select User

Groups from the Access Type menu, then select the User Group from the User Groups list in the right panel and click Properties.

1. 1. Select the Members tab.
   2. Click Add.
   3. Select the user or users you would like to add.
   4. Click OK.
   5. Click OK again in the Group Properties panel.
   6. You will be asked to save the changes. Click Yes.

Adding a User Group

To add a User Group, you will need to add it to both the User Manager and the Collection Manager.
In the Insight Studio Task Menu, you will need to add the User Group using both the Manage User Access and the Manage Collection Access tools.


Adding a User Group with the Manage User Access Tool

1. Log on to Insight Studio and select the collection you would like to add a

User Group to.

1. Click Manage User Access in the Insight Studio Task Menu.

1. Select User Groups in the Access Type panel.

1. Click Add.

1. Enter a Group Name and Access Key (Code Key). Optionally, you can add a Description and a Display Name. A Display Name will show in the

collection selection panel of Insight and Inscribe. This is not recommended for public display.

1. Click OK.

1. Click Yes in the confirmation window.

Adding a User Group with the Manage Collection Access Tool

1. Log on to Insight Studio and select the collection you would like to add a

User Group to.

1. Click Manage Collection Access in the Insight Studio Task Menu.

1. Click New.

1. Enter the Group Name and Access Key (Code Key).

1. Select a Profile (see details below).

1. Click OK.

1. Click Yes to apply your edits locally.

Default Profile Privileges

Default Inscribe Profile Privileges

When a user has multiple collections open in the Insight Java Client, the more restrictive permission for each privilege ALWAYS takes precedence.

Creating New Profiles Using the Insight Administrator Tools

Collection Profiles allow you to control the type of privileges a group of users may be granted within a collection.
To create a new profile:

1. 1. 1. 1. Open Insight Administrator Tools and connect to the Collection Manager you want

to create a new profile for.

1. 1. 1. 1. Select Server Settings and then Profiles.

1. 1. 1. 1. Right-click on the collection you would like to add the new profile to and

click New.

• Display Name - Provide a name for the profile.
• Allow user to save a group - Select this box to enable a user to create and save a collection-level group (that everyone can access).

Note: This privilege should only be granted to collection owners and is not intended for General-Access profiles.

• Allow user to delete a group - Select this box to enable a user to delete a collection-level group.

Note: This privilege should only be granted to collection owners and is not intended for General-Access profiles.

• SPS Number - The Storage Path Segment (SPS) refers to the machine on which the images accessed in Insight reside. This is a partial URL to the media files stored on the image server. Generally, set this number to 1. For more information on how this number is used, see the Administration Guide.
• Maximum export resolution – Defines the maximum resolution that will be available for exporting by a user with the associated profile.
• Maximum export presentation resolution - Defines the maximum presentation resolution that will be presented to a user with the associated profile.
• Allow Editing of Virtual Collections – Grants the right to edit Virtual Collection content from within the Insight client.
• Maximum viewable resolution – Limits the maximum resolution (within the available SPS range) for images when viewed using Insight.
• Allow exporting of source images – If source images have been loaded, they will be accessible for download using the Insight Java Client.
• Allow exporting of HTML files – Enables the option Export as HTML in the print menu of the Insight Java Client.
• Allow editing of image links – Provides the right to edit image links (annotations, linked media, Web links).
• Allow editing of multi-views – Provides the right to create, edit, and delete multi-view images.
• Allow editing of multi-page documents – In version 3.5 or higher, provides the right to create, edit, and delete multi-page documents.

Once you have saved this profile, you will be able to select it in Insight Studio.

Inscribe Profile Privileges

After you create a new profile, you can enhance its privileges for Inscribe access.

1. 1. 1. 1. 1. 1. 1. Open Insight Administrator Tools.

1. 1. 1. 1. 1. 1. 1. Connect to the desired Collection Manager.

1. 1. 1. 1. 1. 1. 1. Select Server Settings and then Inscribe Profile Privileges.

1. 1. 1. 1. 1. 1. 1. Select the collection and double-click on the profile you would like to edit. Make

any changes to the profile's approval level and permissions.

• InScribe Approval Level – The most restrictive privilege is 0 and the least restrictive is 6. A level 6 approval is usually given to a system administrator or high-level cataloger.
• InScribe Permissions – This is where permissions may be enabled for performing the following tasks:

--Read, edit, add, or delete fields and records within Inscribe
--Perform record-to-record or record-to-media mapping

Insight Shares

Insight Shares act as network folders where users can store and access media groups, annotations, and web links.
Shares can be assigned to individuals or to multiple users. A user may have read-only, read/write, or read/write/delete privileges within shares.
If a user creates a group of images in a share, the user will be able to delete that item from the share regardless of the user's privilege to delete. The delete privilege allows a user to delete items from a share regardless of who created the item.

Adding a Share with the Manage User Access Tool

1. Select Manager User Access from the Insight Studio Task Menu.

1. Select Shares in the Access Type panel.

1. Click Add.

1. Enter a Share Name and click OK. Verify by clicking Yes.

1. Select the share and click Properties.

1. Select the Share Access tab.
   1. Click Add.
   2. Select the individuals who should have access.
   3. Click OK.

1. Select the appropriate Write/Delete/Create Folders privileges.

A user with share access automatically has read privileges. The Create Folders privilege allows a user to create subfolders within the share directory.

1. Click OK.

1. Click Yes in the confirmation window.