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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”. 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 Administration tab, then click Users in the sidebar.

Adding a Connect user

  1. 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 Asset Management features.

    • License Manager:

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

      The role of License Manager does not consume a seat in Extensis 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:

      An Assets 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 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 account’s box, then click edit.svg 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 they were using.

Move the mouse pointer inside the account’s box, then click remove-user.svg Delete User. In the confirmation dialog, click Delete.

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