Difference between revisions of "User administration"

Revision as of 13:18, 15 December 2010

With User administration view can create, updating, deleting, enable and disable users accounts and assigning several mail account address and twitter account.

Althought OpenKM can handle several mail user accounts, users will only can manage one account from the user interface.

Detail of the functions according to their icons:

→ Create new user
→ User enabled
→ User disabled
→ Edit user
→ Delete user
→ Edit mail accounts
→ Edit twitter account

In main user administration view, you can take a fast look about actual users.

Switch User / roles view

In top window you can switch between users and roles view list making a click in properly option

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File:Okm admin 042.jpeg

User view

Role view

Creating a new role

To create a new role click in create new role icon:

After creating the new role, you'll return to view all roles list (now with the role you've created).

Deleting a role

To delete a role click in delete role icon:

After deleting a role, you'll return to view all roles list.

Filtering by role

Using filtering form, you can select filtering list only by users with some Role.

Creating a new user

To create a new user click in create new user icon:

After creating the new user, you'll return to view all users list (now with the user you've created).

Remember that every user should have assigned the UserRole or AdminRole to log into OpenKM.

Updating a user

To update an user have to click in edit user icon:

After updating a user, you'll return to view all users list.

Deleting a user

To delete an user click in delete user icon:

After deleting a user, you'll return to view all users list.

Edit user config

To edit user config click in config user icon:

After updating user configuration, you'll return to view all users list.

User mail accounts

To view the user mail accounts, please click in edit mail accounts icon:

A list of all mail accounts assigned to an user will be visible.

Remeber to activate the mail import scheduler. Read more at Configuring schedulers.

Creating user mail accounts

To insert a new mail user account click in new mail account icon:

In the page you should set some mail account information like mail protocol, user mail, host server, mail server password IMAP folder and if when mail is readed must be marked as readed or to be deleted.

In Google Mail, these IMAP folders are called labels.

OpenKM periodically will import mails from IMAP pop3 or IMAPS accounts.

Deleting mail accounts

To delete an user related mail account, click in edit mail accounts icon:

Then make a click in Delete mail account. After deleting the mail account, you'll return to view all mail account list.

Updating mail accounts

To Updating a user mail accounts must first make a click in edit mail accounts icon

Then make a click in Edit mail account

After updating the mail account, you'll return to view all mail account list.

Configuring mail filters

Then make a click in Filter mail account

Then make a click in Add new mail filter

Must select some OpenKM valid folder where mails will be imported. Selected the grouping option, the mail will be imported into a folder structure based on year/date/day of the mail

Add mail filtering rules

Then make a click in Rule mail filter

Then make a click in Add new rule

It must be selected the field (from, to subject content ) that must have the valid condition (contains / equals ) with some value. Note if you've got several rules into a filter rules, all must be true.

User twitter accounts

To view the user twitter accounts must make a click in edit twitter accounts icon:

Will appears a list of all twitter accounts assigned to a user.

Creating user twitter accounts

To insert a new twitter user account click in new twitter account icon:

In the inserting screen form you'll must set some twitter account information like twitter user.

OpenKM can be configured to send user notification with twitter.

Deleting twitter accounts

To Deleting a user twitter accounts must first make a click in edit twitter accounts icon

Then make a click in Delete twitter account

After deleting the twitter account, you'll return to view all twitter account list.

Updating twitter accounts

To Updating a user twitter accounts must first make a click in edit twitter accounts icon

Then make a click in Edit twitter account

After updating the twitter account, you'll return to view all twitter account list.

@@ Line 114: / Line 114: @@
 A list of all mail accounts assigned to an user will be visible.
+{{Warning|Remeber to activate the mail import scheduler. Read more at [http://wiki.openkm.com/index.php/OpenKM.cfg#Configuring_schedulers Configuring schedulers].}}
 == Creating user mail accounts ==