This guide provides detailed information on managing your users within Brightspot. Users are maintained in the Admin section of Brightspot and require the appropriate rights for access.
To create a user:
- Click > Admin > Users & Roles.
- In the Users widget, click New Tool User. The New Tool User widget appears.
- Under Main, and using the following table as a reference, make selections for the new user.
- Click Save.
The following tables describe the available user settings.
Profile settings—Main tab
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.|
|User’s email address. If blank, Brightspot applies the user’s username.|
|Username||Name with which user logs in to Brightspot.|
|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.|
|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.|
|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
|Dashboard||Settings for user’s dashboard.|
|Edit Existing Content||List of existing content items appearing in this user’s Quick Start widget. To add content, click and use the search panel to retrieve the desired assets.|
|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 Setting 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 Setting 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 Setting 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 Setting a user-level content template.|
|Preview Editor Enabled||When clicking on a field in the preview pane, the cursor jumps to the corresponding field in the content edit form.|
Items user can edit using the inline editor.
|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.|
|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
|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. |
You can use Brightspot as a different user. This technique is useful for administrators who need to verify that they configured a role’s or user’s permissions correctly. For example, Alex is a Brightspot administrator with access to all features. He configured a role Proofreader with access only to the Workstreams and Scheduled Events widgets on the dashboard. Alex can impersonate a user in the Proofreader role to verify the dashboard is configured correctly.
To impersonate a user:
- Click > Admin > Users & Roles
- Select the user you want to impersonate.
- Click , and from the menu select Impersonate This Tool User.
You return to the dashboard as seen by the impersonated user. A message appears above the header indicating the user you are impersonating. Furthermore, in widgets that show an editor’s name, such as Revisions, the impersonated user’s name appears.