About the Users menu

Use the Users menu to view and add users, view and add roles, or change role membership. You must be a site search/merchandising user with administrator privileges to perform any of the tasks on the Users menu.

Viewing account users

You can use the View Users page to view all existing account users. You can also remove account users (except for the account owner).

Only account users with User Admin checked can remove users or modify user roles.

Before you can remove an account owner, transfer the account ownership to another user.

After you have transferred ownership, you can remove an account like any other user. Removed users receive an e-mail that notifies them of the change in status.

See Transferring account ownership to another account user.

To view account users

1. On the product menu, click Settings > Users > View Users.

2. (Optional) Under the User Admin column heading, select account users whom you want to give the ability to remove account users or edit account user roles.

3. (Optional) Under the Remove? column heading, select account users whom you want to remove.

4. Click Save Changes.

5. (Optional) Click a hyperlinked role name on the View Users page. The Role Membership page is opened where you can assign users to roles or you can unassign users from roles.

   See Configuring role membership.

Adding account users

You can use the Add Users page to add new account users to site search/merchandising.

Only the new user’s e-mail address is required. When the new user is added to the account, the new user is sent the account information.

By default a new user is not assigned as a User Administrator. User Administrator’s can define and edit roles, and remove other users. You can choose to make a new user a User Administrator from the Add Users page. Or, you can use the View Users page to make the new user a User Administrator.

See Viewing account users.

The e-mail address that you specify must contain ASCII characters only. Use standard alphabetic (a…z) characters or numeric (0…9) characters with exactly one @ character used to separate the user name from the domain. The characters _, +, -, ., !, #, $, ', %, &, *, =, ?, ^, {, and } are also allowed. Do not start the e-mail address with .

If the new user is not an Adobe customer already, you are prompted to create a customer login for that person. The new user is sent a login password and confirmation. When the new user logs in for the first time, they fill out a customer profile.

You can optionally click a hyperlinked role name on the Add Users page. The Role Membership page is opened where you can assign users to roles or you can unassign users from roles.

See Configuring role membership.

To add account users

1. On the product menu, click Settings > Users > Add Users.
2. On the Add Users page, in the User’s Email field and the User’s Email (again) fields, enter the e-mail address of the new user.
3. (Optional) Check User Administrator to give the new account user the ability to remove account users or edit account user roles.
4. In the Roles for this User table, check the roles that you want to assign to the new account user.
5. Click Add User.

Viewing the roles that exist for an account

You can use the View Roles page to show all the roles that currently exist for the currently logged in account.

If no roles exist for the account, the user interface informs you of this issue. You can use Add Roles to create and add a role.

See Adding a new role to an account.

Removing a role does not delete account users that are assigned to it.

To view the roles that exist for an account

1. On the product menu, click Settings > Users > View Roles.

2. (Optional) Under the Remove? column header in the table, select roles that you want to remove.

3. Click Save Changes.

4. (Optional) Do any of the following:

   • Under the Role Name column header in the table, click a hyperlinked role name. The Role Membership page is opened where you can assign users to roles or you can unassign users from roles.

     See Configuring role membership.

   • Under the Edit column header in the table, click the pencil icon. The Edit Role page is opened where you can rename the role, change the description, and more.

     See Editing a role.

Editing a role

You can rename a existing role, change its description, and select just the areas of the user interface to which you want to give the role access.

See Adding a new role to an account.

To edit a role

1. On the product menu, click Settings > Users > View Roles.

2. Under the Edit column header in the table, click the pencil icon next to the role you want to change.

3. (Optional) Do any of the following:

   • In the Role Name text field, type a new name, if desired. The * indicates that this field is required for the role.
   • In the Description text field, type a new description of the role, if desired.
   • In the group box, check or uncheck the features that you want the role to access or block, respectively.

4. Click Save Changes.

Adding a new role to an account

You can use the Add Roles page to make the assignment of permissions to account users easier and faster.

For example, you could individually grant each member of your Public Relations department access to site search/merchandising tasks. However, it is much more efficient to add these users to a “PR” role and then assign the tasks to the entire role.

Each role name must be unique. You can use alphanumeric characters and common symbols, including dashes "-", underscores "_", and periods "." . The name cannot begin with either an underscore or a period.

Under the Users in This Role column header in the table, you can optionally click a hyperlinked e-mail address of a user. The Role Membership page is opened for the specific user where you can assign the user to roles or you can unassign the user from roles.

See Configuring role membership.

Under the Roles column header in the table, you can optionally click a hyperlinked role name. The Role Membership page is opened where you can assign users to the selected role or you can unassign users from the selected role.

To add a new role to an account

1. On the product menu, click Settings > Users > Add Roles.
2. On the Add Roles page, in the Role Name field, enter the name of the role.
3. (Optional) In the Description field, enter a sentence that adequately describes the role.
4. Select which users belong to the role by checking the boxes to the left of each e-mail address.
5. Click Add Role.

Configuring role membership

You can use the Role Membership page to add users to a role or remove users from a role.

You can also manage individual user group memberships when you view roles by user.

See Adding a new role to an account.

See Viewing the roles that exist for an account.

To assign account users to roles

1. On the product menu, click Settings > Users > Role Membership.

2. On the Role Membership page, do one of the following:

   Option	Steps
   To add one or more users to a single role	In the Change Role drop-down list, select a role that you want to add users to. If you do not see the Change Role drop-down list, click View Users BY GROUP. (Optional) In the table, check Show Only Role Members to have the table display only account users that are currently assigned to the selected role. In the check box column of the table, select one or more account users that you want to assign to the selected role. Deselect one or more account users that you want to remove from the selected role.
   To add one or more roles to a single user	In the Change User drop-down list, select a user whom you want to assign one or more roles to. If you do not see the Change User drop-down list, click View Roles BY USER. (Optional) In the table, check Show Only This User's Roles to have the table display only those roles that are currently assigned to the selected account user. In the check box column of the table, select one or more roles that you want to assign to the selected user. Deselect one or more roles that you want to remove from the selected user.

3. Click Save Changes.