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Manage Users in Omnistar Document Management Software
With Omnistar Document Management Software, our file manager
software, you have the ability to create an unlimited
number of users. Each user can have specific folder
permissions, and when they are not given access to
a folder, they can't even see the folder exists. You
can create 3 kinds of users, Admins, Reviewers, and
general users. Each has their own options, and by
allowing you to create unlimited users, Omnistar Document Management Software
makes it possible to customize the user account of
all of your employees, giving them exactly the level
of access they need.
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Launch Video
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Step 1: Navigate to the create user screen
Select the users tab of the document management solution. Select Add User. |
Step 2: Enter the user's information
The Omnistar Document Management Software file manager software allows you to create customized user fields for your users, so that you can keep records of whatever information you need on them. Enter a username and password. Enter the personal details the software requires. |
Step 3a: Create a User
A user is the most basic level of access to the drive
software. Users can be limited to just downloading files,
downloading and uploading files, and downloading and
uploading files as well as checking in and out files.
You can limit whether the user can make new subfolders,
have a reviewer or admin check this users files before
they are available for download, and set whether the
user can change their own password. You can also have
the system send them emails when a system wide email
about a new file is sent out. |
Step 3b: Create a Reviewer
Reviewers are users that have been given the authority to approve documents that are uploaded by users who must have documents reviewed before they are live. A reviewer can perform uploads, downloads, and check in and out functions automatically. You can set whether reviewers can change their own passwords, and you can set whether they should receive system wide emails about new files.
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Step 3c: Create an Admin
Admins have all the abilities of a review, and also have access to the administrative functions of the software, including creating users and renewing expired documents. You can have the system send emails about expired documents automatically. You can also have the admin receive system wide emails about new files.
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Step 4: Set bandwidth limits, file permissions and save
Finally, all types of user have the option of being given upload and download caps, this allows you to control how much data is being used, preventing some users from heavily impacting your bandwidth usage and costing you extra money. You can set the file permissions of a user as well, giving them access to specific folders in the software. If you limit the access of an admin, any users they create will only have access to their folders. You can also select a user group at the bottom of the create user page. This option allows you to manage group permissions from one place.
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