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Phraseanet Documentation

Table Of Contents

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Users Management

The essential

Available for users who have the users management right, the users section allows to manage subscription, rights and information on users.

Click on the Users section to go to the users management interface.

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Create, modify, delete an user

Create a new user

  • Click on the button New user.
  • Enter the email of the new user to create and click on the Create a user button.
  • Allocate rights to the created user

See also

Refer to the Rights edition section.

  • To edit information related to the user’s details, click on the Information tab then edit the form.
  • Apply changes by clicking on the Validate button.

Note

For users created via the users management interface, the email address is used as unique identifier.

Modify the user’s rights

  • Double click on the username in the list
  • Edit then validate forms in Rights and Infos tabs

Delete a user

  • Select a user in the list
  • Click on Delete button

Sort existing users

It is possible to sort users list by criteria such as the identifier, the name/first name, email, country or company.

Users templates

User templates allows to apply the same rights on one or several users. In the users list, a template is indicated with an M icon.

../../_images/Administration-modeleutilisateur.jpg

Create a User template

  • Click on the New template link
  • Enter a name for the template then validate the form
  • Give rights to the new template then validate the form

Note

Templates belong to user who created it. Template will not be visible or usable by the other administrators.

Apply templates to users

It is possible to apply templates to one or more users.

  • Select users in the list
  • Choose the template to apply in the Apply a template menu list
  • Click on Apply
../../_images/Administration-appliquermodele.jpg

An alert window allows to choose a rule to apply :

  • Apply the template : the rights of the template are added to the existing rights
  • Reset and apply the template : the rights are reseted then applied to the user

Guest access setup

A guest access can be setup in Phraseanet, if needed. It allows to give access to media to persons not registered in the system.

To set up the guest access:

  • Click on the Guest access setup link.
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  • Edit the rights of the guest account then validate the form

As a right is activated, the Guest access button is displayed on the login page of Phraseaenet.

Rights edition

Rights editing concerns users as well as templates. To display the rights edition form of a user or of a template, double click on its names. The rights form allows viewing and managing rights per available Phraseanet bases and collections. Rights are granted when the corresponding boxes are checked.

For users, the Info tab gives access to the user’s information.

Note

The modification of the user’s rights can be made in batches by selecting several users.

When editing by batch, a grayed box indicates that the right is at least granted to one of the selected users. A user cannot give more rights than he has himself : a red dot indicates that it is impossible to give rights.

The i icon indicates a secondary form. Click on it to display this subsidiary form.

Headers on the columns are clickable. They allow to check or un-check the boxes on all the collections of a Phraseanet base.

View rights

The first and leftmost part of the rights window:

  • Access to allow access to a Phraseanet Base or to a collection
  • Active to activate the user account. Unchecking the box allows to disable the user access without loosing other settings
  • Add to baskets to allow baskets creation and edition
  • Access Subviews allows to view and download the subviews of the Preview class
  • No Watermark acts on the watermarks applied on the subviews of the image type documents. Leave the box uncheck to applied watermark
  • Documents authorize the download of the original document and subviews of the Document class
  • Order allows to order documents

Other restrictive options exist:

Limitation by Quotas

Quota allows to define download limits per base or per collection. Click on the Quotas icon to set these limits.

  • Check the Restriction box to activate download restrictions
  • Enter the number of authorized downloads per month for the collection.
  • Click on the “Validate” button to save the setting and close the window.

Date expiration

Date expiration allows to set a time limit for user’s access to a Phraseanet base or collection.

  • Check the Activate box to activate the system
  • Fill the validity dates of the access then submit the form

Restrict on Status

Limitation through status allows to hide records for users according to the state of one or several status.

Note

Refer to the settings of the base for creation and management of status bits.

Click on the statuses icon to set the access restrictions to the records.

  • Uncheck boxes to hide records to users the submit form

Exploitation and management rights

The left part of the rights form form regroups exploitation and the managing rights on documents and on Phrasesanet bases and collections.

Rights on documents and users

  • Add authorizes to add documents and stories in the collection
  • Edit authorizes capturing records
  • Change status authorizes to edit records statuses
  • Delete authorizes records deletion in the collection
  • Image tools gives access to the Tools button actions
  • Manage users gives access to the users management
  • Access Reports gives access to Report
  • Push authorizes documents broadcasting by Pushes and Feedbacks

Rights on Phraseanet bases and collections management

Management rights are additional upon each other. They give access on Phraseanet bases and collections setup.

  • Manage Collection reveals access to collections settings in Admin. These rights must be completed by at least one of the following rights.
  • Manage value lists allows to edit the suggested values for fields in a Collection.
  • Publications allows to publish with Bridge and the available RSS Streams
  • Manage thesaurus allows to edit the thesaurus
  • Manage database gives access to bases management functions including creation, purge and deletion
  • Manage DB Fields gives access to base fields setup

Note

To use Bridge user must have Publications and Push rights activated.

Pending registration

The Demands section lists the subscription requests made through available forms.

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The subscriptions are made on collections and there are as many lines than collections access requests.

A rollover on the name allows to display the information related to the applicant.

Select the rights to allocate per collections by clicking on icons.

The possible choices are:

  • Deny the access to the requested collection.
  • Allows display and download for preview give access to the requested collection with download possibilities
  • Allows display and download for previews and documents give access to the requested collection, with documents in high definition.
  • Apply watermark on previews add watermark on subview previews

Click on Validate to apply the selected choices.

The other option to accept a subscription request consists in applying a user template.

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