Brightspot CMS User Guide

Creating a user


This topic describes how to create a user account in Brightspot.

To create a user:

  1. Click menu > Admin > Users & Roles.
  2. In the Users widget, click New Tool User.
  3. Under Main, and using the following table as a reference, make selections for the new user.
  4. Click Save.

The following tables describe the available user settings.


Profile settings—Main tab

Field Description
Roles

User’s roles.

  • If blank, user has no role and therefore has all permissions.
  • Users with multiple roles have access to all the roles’ dashboards and cumulative permissions (see the illustration in Dashboard hierarchy).

For an explanation of roles, see Creating a role.

Name Name associated with content created or edited by the user. This name appears in various widgets in Brightspot.
Email User’s email address. If blank, Brightspot applies the user’s username.
Username Name with which user logs in to Brightspot.
Password

User’s password.

  • Change—Displays fields for adding or changing a user’s password.
  • Keep Same—Retains current password. If you are creating a new user and select this option, the user will not be able to log in.
Change password on login Forces the user to change the password on next login.
Avatar

User’s avatar. The avatar appears in the header and in various Brightspot widgets.

  • None—No avatar associated with the user.
  • New Upload—Displays a field for uploading an avatar.
  • New URL—Displays a field for entering an avatar’s URL.
Locale User’s language and location. Brightspot’s appearance changes to the selected language. For example, if you select Spanish, Brightspot appears in Spanish. If the selected language is not available, Brightspot appears in English.
Time Zone User’s time zone.
Phone Number User’s phone number for receiving text messages from Brightspot. For information about receiving text messages from Brightspot, see Notifications.
Notifications
Delivery Methods Available default delivery methods. For more information, see Delivery methods.
Subscriptions Available default subscriptions. For more information, see Subscriptions.
Automatic Subscriptions Automatic subscriptions configured by the Brightspot administrator. Users can specify delivery methods for all such subscriptions as well as opt out of them. For more information, see Reviewing, overriding, and opting out of shared and automatic subscriptions.

Profile settings—CMS Tab

Field Description
Dashboard

Settings for user’s dashboard.

  • None—User’s dashboard inherits from the role, site, or global levels. For more information about dashboard inheritance, see Dashboard hierarchy.
  • One Off—User’s dashboard is a one-off dashboard. For more information, see One-off dashboard.
  • Shared—User’s dashboard is a shared dashboards. For details, see Shared dashboard.
Edit Existing Content List of existing content items appearing in this user’s Quick Start widget. To add content, click add_circle_outline and use the search panel to retrieve the desired assets.
Content Templates
Global Defaults List of default templates available to the user. If blank, user inherits the role’s default templates (if any). For more information, see Creating a user-level content template.
Global Extras List of extra templates available to the user. If blank, user inherits the role’s extra templates (if any). For more information, see Creating a user-level content template.
Site Specific Defaults Overrides default templates for individual sites. If blank, user inherits the role’s site-specific default templates (if any). For more information, see Creating a user-level content template.
Site Specific Extras Overrides extra templates for individual sites. If blank, user inherits the role’s extra templates (if any). For more information, see Creating a user-level content template.
Preview
Preview Editor Enabled When clicking on a field in the preview pane, the cursor jumps to the corresponding field in the content edit form.
Advanced
Inline Editing

Items user can edit using the inline editor.

  • Inherited—Inline editing settings flow from the settings at the global site. For information about making settings at the global site, see Global site settings.
  • Disabled—Inline editor is not available.
  • Only Main Content—User can edit the item but not its subsidiary items.
  • All Contents—User can edit the item and subsidiary items. For example, if an article contains an author item, the user can modify both the article and the author.
Return to Dashboard on Save If marked, user automatically returns to dashboard after saving changes to content.
Return to Dashboard on Workflow If marked, user automatically returns to dashboard after adding content to a workflow.
Disable Navigate Away Alert

If marked, user does not receive a message when leaving the content edit page without saving or publishing. The following illustration is an example of a navigate-away alert.

Profile Disable Navigate Away Alert.png

Disable Work In Progress Disables the work-in-progress feature. When enabled, this feature maintains live backups of work if a Brightspot session unexpectedly ends. For more information, see Work in progress.
Global Theme Override Theme serving as the user’s top-level global theme. All theme settings flow down from this theme unless overridden at a lower level. Regardless, when publishing content, Brightspot uses the site theme’s settings. For more information, see Configuring a user's theme overrides.
Site Theme Overrides Overrides the theme applied to a site. This setting impacts what the user sees when previewing content; when publishing content, Brightspot uses the site’s theme. For information about associating a theme with a site, see Creating a site.

Profile settings—Assignment Desk tab

Field
Description
Team member Role
Assignment Desk role to which user belongs. For information about Assignment Desk’s team roles and members, see Team roles and members.
Contact Information
Contact points to which Brightspot sends Assignment Desk notifications.
Notes
Status message.

Tip
Administrators can provide explanatory notes for fields in the New Tool User and Edit Tool User widgets. For more information, see Providing and reading notes for Brightspot fields.

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