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Connect Administration: Adding, Modifying and Removing users

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Don J.
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Note: Extensis Connect uses the term “user” in two different contexts: generically, as someone within your organization who has access to Connect in some capacity, and as a specific role within Connect.

Where necessary to avoid confusion, we will refer to the generic user as a “Connect user”, and the User role as an “Assets User” or “Fonts User”.

We use the term “invitee” for someone who has been invited to join your Connect team with any role.

To add, remove, or modify a Connect user, click the Admin tab, then click Users in the sidebar.

Also see: Inviting, Editing and Removing Users for detailed step by step.

Adding a Connect user

  1. Login with your Extensis credentials at https://connect.extensis.com and click 'Invite User' at the upper right of the window.

    This opens the Invite User window.

  2. Enter the email address and first and last names for the invitee.

  3. Choose a role for the invitee:

    • Administrator:

      An Administrator can invite, remove, and manage Connect users and also has full access to Connect Assets and Connect Fonts.

      The role of Administrator consumes a seat in Connect Assets and a seat in Connect Fonts.

    • License Manager:

      The License Manager can invite, remove, and manage Connect users but cannot access other features of Connect.

      The role of License Manager does not consume any seats in Extensis Connect.

    • User:

      A User can be invited to access Connect Assets, Connect Fonts, or both.

  4. For the User role, choose the feature type that the user will have access to:

    • Assets:

      An Assets User can add or remove assets, edit asset metadata, add assets to libraries, convert some assets to other formats, and download assets.

    • Fonts:

      A Fonts User can use Connect Fonts to manage local font activation.

      A Fonts User can have either Read Only or Modify access, and can optionally have Collect for Output.

      • Read Only means the user can activate and deactivate fonts but cannot add, remove, or tag fonts in Team libraries.

      • Modify means the user can add and remove fonts and also edit font tags.

      • Collect for Output means the user can collect selected fonts into a folder on their desktop for distribution outside Extensis Connect, such as for publication by a third party.

  5. Click Send Invite to invite the prospective Connect user.

Extensis will create an account for the invitee (if they don’t already have one) and send an email saying they have been invited to join your team. For those without an Extensis account, the email will include a temporary password. While the invitation is pending, you can continue modifying the invitee’s account.

Modifying a Connect user account

An Administrator or License Manager can modify any Connect account.

Move the mouse pointer inside the user’s account tile, then click  Edit User.

You can set the role: Administrator, License Manager, or User.

Removing a Connect user

Removing a Connect user removes their access to Extensis Connect and frees the seat or seats they were using.

Move the mouse pointer inside the user’s account tile, then click  Delete User. In the confirmation dialog, click Delete.

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