Section 5: Administrative Functions
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      3. Section 5: Administrative Functions

      Update Users

      Click here for a video overview

      1. Located in the top tool bar under users.
      1. Select update user and then select the user to update.
      2. User Data:
        • Update users contact information.
        • Update document View List (default is 25).
        • Update session time (default 20 minutes).
        • Update FTP access and disable user account.
      1. Enrollment:
        • Enroll and unenroll project from the user.
      1. Rights- Rights:
        • Access Level
          • Admin: can update project maintenance items (items in this section).
          • User: has access to the project and rights granted
          • Reviewer: only has access to review sets when enabled. If not enabled, has access to the full database but not search.

      All Rights: Gives user all rights below.

        • Document Rights:
        • Create Global Fields: Users can add fields to the DB for all.
        • Edit Global Fields: Users can update Global Fields.
        • Bulk Tag: User can use Group Tagging.
        • Annotate Tag Documents: User can annotate and redact.
        • Download Document: Users can download all versions of the document.
        • Print Document: Users can print images.
        • Reporting Rights:
        • Audit Log Report: Users can run the audit log.
        • Metadata Report: Users can run the Metadata report.

       

        • Searching Rights:
        • Full Text Searching: Uses can perform Full Text searches.
      1. Rights- Filters:
        • View Rights:
        • Hide Image Tab: restricts user’s access to the Image.
        • Hide Native Tab: restricts user’s access to the Native.
        • Hide Text Tab: restricts user’s access to the Text,
        • Hide HTML Tab: restricts user’s access to the HTML.
        • Filter Rights:
        • Users can use search criteria to restrict a user to only see records that match the search results.
      1. Fields:
        • Selected fields will be available to view and search in the project.
        • Fields can be sorted to only show All/User/ System fields.
      1. Two Factor:
        • Enable a second password (six-digit code) sent via email or text
      1. IP Restriction:
        • Input IP Address users can login from.
        • No limit to number of IP addresses a user can input.
      1. Update FTP:
        • Updates the FTP address used for the discovery client.