Users

Users are people within your organization who need access to Asset Management in Extensis Connect.

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

Adding a user

1. Click Add at the upper right of the window.

2. Enter the user’s email address and first and last names.

3. Choose a role for the invitee.

   • Administrator:

     An Administrator can invite, remove, and manage users; and also has full access to Asset Management features.

   • License Manager:

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

   • User:

     A User can access Asset Management features.

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

   • Asset Management:

     When a user has access to Asset Management, they can add or remove assets, edit asset metadata, add assets to libraries, convert some assets to other formats, and download assets.

5. Click Send Invite to invite the user.

Extensis will create an account for the user (if they don’t already have one) and send an email saying the user has been invited to join your team. For new users, the email will include a temporary password. In the meantime, you can continue modifying the user’s account.

Modifying a user account

An Administrator or License Manager can modify any user account.

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

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

Removing a user

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

To remove a user, move the mouse pointer inside the user account’s box, then click Remove User. In the confirmation dialog, click Remove.