Add users and organisations

There are several methods you can use to create user and organisation records in HighQ Publisher:

This is used when you want to create a:

This is used when you want to:

Adding a single user is done via the users' section in system administration. It is important to note that all users must be associated with an organisation and that they are bound together by a domain. Each organisation can be linked to a single domain or a series of domains such as barclays.com, barclayswealth.com, barclayscapital.com or even an exception domain such as hotmail.com and each user email address is effectively its unique identifier.

To add a new user with a domain that is already in the system, click your profile picture and navigate to

System admin

:

The

Admin panel

opens:

Select

Add user

:

The

Add new user

screen opens:

Enter the required details in this screen. Once you have entered an email address, the new record will be associated with an existing organisation:

If the domain is not associated with any existing organisation record in the system, you can add the domain to an existing organisation, create a new organisation or add it as an exception domain to the system and link to an organisation:

Select

Add

to add the new user. You will now be able to invite the user through the usual manual process.

The bulk user upload process allows you to create the shell organisations and users, which will inherit the base permissions allocated to the Organisation group

All organisations

. It is an Excel file upload mechanism with the following fields:

The options available to the administrator include the ability to not send invitations, send invitations and schedule invitations. It also allows you to manage users that leave, by removing any active users that are not in the uploaded sheet.

To access the Bulk upload, from the

Admin panel

, select

Bulk upload

:

The

Bulk upload

screen will be displayed:

The permissions of an organisation and all users can be changed at the following levels:

There is a default organisation group called All Organisations which is the base level of access provided to all organisations and their users. This commonly provides the minimum level of access that you want all clients to have. All organisations when created, get added to this group automatically and all users associated with them inherit these permissions. You can also create other Organisation groups to collect your clients together as categories like 'All banking clients'.

An individual organisation and all users can then be granted access to more content and modules by increasing the specific organisation permission structure.

If you wanted to provide access to content or a module on a per-user basis and break the organisation inheritance, you would create a User group and add people to it.

You can then also permission individual content items published in modules to more people if required, by tailoring the permission structure at the time of publishing content.