Table of Contents
User Guide
Administration
Administration Overview
The Administration interface manages administrative settings.
Adding a New User
Create an account for a user using their email address and set their permissions in easyDITA.  
User Roles
User roles are default roles available in your instance of easyDITA.
Administration Overview

The Administration interface manages administrative settings.
Note:You must be an Administrator to access the Administration interface.

The Administration interface enables you to manage users and plugins. You can also configure your metadata, collections, and taxonomy here.
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Matadata, Collections, and Taxonomy

You can use these sections to configure how you organize and classify files. For more information, see Metadata and Collections Overview.
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Users interface

You can use the Users interface to manage users.
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Plugins interface

You can use the Plugins interface to manage plugins for publishing.
Adding a New User

Create an account for a user using their email address and set their permissions in easyDITA.  
Note:You must be an Administrator to access the Administration interface.

prereq
Usernames are created using an email address. Make sure you have the user’s email address ready to add them as a user.
  1. In the Dashboard interface, click Users .

    Expected Result
    The Users interface displays.

  2. Click Add User .

    Expected Result
    The Users interface displays.
  3. Complete the following fields:

    1. In the Username field, enter the user’s email.
    2. In the First Name field, enter the user’s first name.
    3. In the Last Name field, enter the user’s last name.
    4. In the Role drop-down menu, select the user’s role.

      Step Information
      • To allow access to everything, select Administrator. Administrators can access the Administration interface to configure users, metadata, collections, taxonomy, and plugins.
      • To allow access to create and edit, select Editor/Manager or Author. Out of the box, Editors/Managers and Authors have similar access. However, these roles can be configured to limit some access. We recommend you select Author for general content developers.
      • To only allow access to review documents, select Reviewer.
  4. Check the Pick password for me option .

    Step Information
    We recommend enabling easyDITA to automatically set a password for the user.
  5. Check Send user notification email .

    Step Information
    We recommend enabling easyDITA to automatically email the user their credentials.
  6. Under User Privileges, only check the options that apply to the user Everywhere:

    Step Information
    If you’re new to easyDITA, we recommend not checking any options.
  7. Click Save.
result

You’ve added a new user with the selected privileges to easyDITA. An email with their credentials and a link to your instance of easyDITA is sent to them.  

User Roles

User roles are default roles available in your instance of easyDITA.

In easyDITA, roles determine what a user can do and see in the interface (these capabilities are preconfigured). You can change a user’s role using the Users interface.

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Note:You must be an Administrator to access the Administration interface.

There are four default roles available. All roles are able to:
  • See the Dashboard interface and Authoring interface.

  • Can perform CMS-level actions on files like changing the status, assigning metadata, and moving or renaming files.

Role Permissions to
Administrator
  • View and modify the Administration interface.

  • Branch content, merge branches, and delete branches.

  • Release content, deprecate releases, and move deprecated releases back to current list.

  • Open and edit files.

  • Force unlock files locked by others.

Editor/Manager
  • Open and edit files, except files that are locked by others.

Author
  • Open and edit files, except files that are locked by others.

Reviewer
  • Open files in Review-only mode and leave comments or suggestions.

Important:Contact an easyDITA representative to customize your easyDITA configuration to align with your content development structure and process.

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User Privileges

You can assign additional privileges to a user, regardless of their user role. The following privileges can be assigned to a user:
  • Allowed to create Releases

  • Allowed to create Branches

  • Able to edit documents in “review-only” mode

  • Allowed to make changes to localized resources

  • Allowed to make changes to translation memory

  • Allowed to use Source Mode in the Topic Editor