USER, GROUP AND ROLE CREATION IN XIMDEX 3.0 - QUICK GUIDE



This document presents a start up tutorial to guide new Ximdex admin users to create other users and allow them to exploit Ximdex 3.0.

It is assumed that Ximdex 3.0 has been just installed, and the Admin user (with all the privileges) is who should carry out the new user definitions.

By default, Ximdex 3.0 has defined an user ("ximdex"), a group ("General") and a role ("Administrador"). Ximdex 3.0 will ask you for the password during the installation. Also, "Editor", "Publicador" and "Usuario experto" roles are given by default.

New users, groups and roles have to be defined as follow:

1. Creating a new role

  1. Select the "Control Center" ("Centro de control") tab Control center located on the left.
  2. Select the "Role Manager" ("Gestor de roles") node Role manager and expand its action menu by clicking the arrow Action menu arrow which appears when the mouse pointer is over the node.
  3. Select the "Add role" ("Añadir rol") action Add role to create a new role.
  4. Fill the form fields wich appears in the work area tab (on the right):
    • "Name" ("Nombre"): New role name (obligatory field).
    • "Description" ("Descripción"): Role extra information (obligatory field).
  5. Click the "Create" ("Crear") button.

2. Defining role permissions

  1. Select the "Control Center" ("Centro de control") tab Control center located on the left.
  2. Click the bullet icon bullet icon on the left of the "Role Manager" ("Gestor de roles") to spread it out and display the created roles.
  3. Select the role to modify by clicking it and expand its action menu by clicking the arrow Action menu arrow which appears when the mouse pointer is over the node.
  4. Select the "Modify role" ("Modificar rol") action Modify role to set the needed permissions.
  5. Tick the wanted checkboxes or use the "Select all" ("Seleccionar todos") button to set the granted permissions.
  6. Click the "Modify" ("Modificar") button to save changes.

3. Creating a new user

  1. Select the "Control Center" ("Centro de control") tab Control center located on the left.
  2. Select the "User Manager" ("Gestor de usuarios") node User Manager and expand its action menu by clicking the arrow Action menu arrow which appears when the mouse pointer is over the node.
  3. Select the "Add user" ("Añadir usuario") action Add user to create a new user.
  4. Fill the form fields wich appears in the work area tab (on the right):
    • User ("Usuario"): Alias or login which will be used by the user to access to Ximdex. I.e.: "pgarcia".
    • Name ("Nombre"): User real name, associated to login. I.e.: "Pepe García".
    • Password ("Contraseña"): Password which will be use by the user to access to Ximdex.
    • Repear password ("Repetir contraseña"): Repeat the same password
    • Email ("Correo electrónico"): Email address where the user will receive information realted to Ximdex tasks.
    • General role ("Rol General"): Role which will be used by the user in the General group (group by default). It can be a role defined by default or one defined by the user.
  5. Click the "Create user" ("Crear usuario") button.

4. Creating a new group

  1. Select the "Control Center" ("Centro de control") tab Control center located on the left.
  2. Select the "Group Manager" ("Gestor de grupos") node Group Manager and expand its action menu by clicking the arrow Action menu arrow which appears when the mouse pointer is over the node.
  3. Select the "Add group" ("Añadir grupo") action Add group to create a new group.
  4. Fill the form fields wich appears in the work area tab (on the right):
    • Name ("Nombre"): Group name.
  5. Click the "Create group" ("Crear grupo") button.

5. Adding an user to a group

  1. Select the "Control Center" ("Centro de control") tab Control center located on the left.
  2. Click the bullet icon bullet icon on the left of the "Group Manager" ("Gestor de grupos") to spread it out and display the created groups.
  3. Select the group to modify by clicking it and expand its action menu by clicking the arrow Action menu arrow which appears when the mouse pointer is over the node.
  4. Select the "Change users" ("Cambiar usuarios") action Change users to set which users participate with which role in the group.
  5. Fill the form fields wich appears in the work area tab (on the right):
    • User ("Usuario"): Select in the pulldown menu the user (previously created) to add to the group.
    • Role ("Rol"): Select in the pulldown menu the role (previously created) to assign to the user in the group.
  6. Click the "Add" ("Añadir nuevo") button.