Creating users and assigning user access levels

Wiredrive lets you create an unlimited number of users in your system and set unique permission levels to control who can access which files. You can assign colleagues to specific projects, empower sales reps to create and send presentations, and even let your clients log in and review only the work you want them to see. Creating and managing users is simple. 

Creating a user - Projects

  1. Select Users > New User from the main menu
  2. Enter the new user’s information (fields marked with * are required)
  3. If you do not a choose a password, one will automatically be generated
  4. Set the new user’s access level
  5. Assign project room(s)
  6. Click Save
  7. A new user notification with system access information is sent to the new user

Creating a user - Library

  1. Select Users > New User from the main menu
  2. Enter the new user’s information (fields marked with * are required)
  3. If you do not a choose a password, one will automatically be generated
  4. Set the new user’s access level. Presentations created by sales rep level users are automatically stored in their My Presentations folder;  you will need their login to access the presentations they’ve created
  5. Click Save; a new user notification with system access information is sent to the new user

Deleting a user

People with administrator access can delete any user, but people with producer access can only delete users that they have created.

  1. Select Users > Browse Users
  2. Click on the delete button (-) in the browse users table
  3. Confirm that you want to remove the user from the system when prompted
  4. Users designated as project managers cannot be deleted until a replacement project manager is designated.  In Library, any presentations saved to the deleted users "My presentations" will no longer be accessible.

Take a look at the video below for more information:

The following is a visual breakdown of permission levels for Wiredrive Projects.

The following is a visual breakdown of access levels for Wiredrive Library.

 

Searching for Users

Navigate to Users > Users Directory to access the full list of users within the system.  Towards the right, there is a search field where you can type in a name or email address to navigate to a specific user.

Sometimes, you may attempt to add a user to the system that appears to not have an account, then get a message that says that the username is taken.

If you have producer access, you may not be able to see all users. There is a view all users setting in your user profile that an administrator level person should check.
If you have administrator access, you may not have access to both sides of the system. For example, if you have administrator access for the Projects side of the system, but your user has a profile in Library only, you won't be able to access their profile. If that is a case, consult a user that is an administrator on both sides for assistance.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.