1 1000053579 2014-03-10T12:01:38-06:00 Default User Types are a way for administrators to manage multiple users’ permissions at once. This will allow a company to create generic user profiles that can be assigned to new or existing users. User permissions can then be updated across a group of users at one time. 1000084116 false Default User Types 3 2015-08-20T04:10:14-06:00 1 1 2014-03-10T14:20:42-06:00 2 2 Video Click Play button Documentation To access Default User Types, you must be logged in as the System Administrator. Click Settings. Click Users. Click the new Default User Types button. Here, you’ll see a list of the User Types created in your BestNotes. To create a new type, click Create New User Type. Here, you’ll be able to establish the default permission profile for this user type. Assign a name and description for the User type, then check the boxes corresponding to the desired default permissions for that profile. Click Save. <h1></h1> <p style="font-size: 13px; line-height: 1.3; background-color: rgb(255, 255, 255);"></p> <p><br></p> <p><b><span style="color: rgb(157, 4, 1); line-height: 1.3; font-size: xx-large;">V<font style="color: rgb(30, 60, 120); font-variant: small-caps;">ideo</font></span></b><br></p> <a id="moodle01"></a> <p>Click <b>Play </b>button</p> <p><iframe width="853" height="480" src="//www.youtube.com/embed/BLpy-OQgNbI?rel=0" frameborder="0" allowfullscreen=""></iframe><br></p> <p> </p> <p><br></p> <p><br></p> <p><b><span style="color: rgb(157, 4, 1); line-height: 1.3; font-size: xx-large;">D<font style="color: rgb(30, 60, 120); font-variant: small-caps;">ocumentation</font></span></b><br></p> <p></p> <hr> <a id="moodle02"></a> <p>To access Default User Types, you must be logged in as the System Administrator.<br></p> <div><section id="article-show-1000164934"> <section id="article-show-1000029314"><p><br></p> <p></p> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1029960421/original/LogIn_Pic2.png?1441750857" class="inline-image" data-id="1029960421" style="cursor: default;"></p> <br> <p><br></p> <p></p> <hr></section><p></p> </section></div> <h1></h1> <p></p> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1029530801/original/Usertypes1_highlight.png?1441136193" class="inline-image" data-id="1029530801" style="cursor: default;"></p> <br> <p> <br></p> <ol> <li> <span>Click </span><b style="font-size: medium;">Settings</b><span>.</span><br> </li> <li>Click <b style="font-size: medium;">Users</b>.</li> <li> <span style="font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"></span>Click the new <b><span style="font-size: medium;">Default User Types</span> </b>button. Here, you’ll see a list of the User Types created in your BestNotes.</li> <li>To create a new type, click <b>Create <span style="font-size: medium;">New User Type</span></b>. Here, you’ll be able to establish the default permission profile for this user type.</li> <li>Assign a name and description for the User type, then check the boxes corresponding to the desired default permissions for that profile.</li> <li>Click <b>Save</b>.</li> </ol> <div></div> <p></p> <p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/1001124967/original/Usertypes2.PNG?1394557163" class="inline-image" data-id="1001124967" style="cursor: default;"></p> <p><br></p> <p><br></p> <p> <br></p> 1000084116 419 1000029427 2015-09-30T13:58:04-06:00 1001036038 1 2 2 2 Creating Default User Types (Video) 2016-02-16T11:18:21-07:00 1001036038 1 2014-03-10T14:21:41-06:00 1 0 When creating a new user or updating an existing user, click on the "User Type" drop down and select the appropriate User Type for the user. This will assign the permissions from the Default User Type selected to the user you are creating or editing. Existing user types can be assigned by a staff member with the "Manage Users" permission. NOTE: If updating an existing user, this will overwrite any permissions previously assigned to that user. You can manually edit the user’s permissions after assigning a user type, according to their duties. <p><a id="moodle01"></a></p><p style="">When creating a new user or updating an existing user, click on the "<strong><span style="font-size: medium;">User Type</span></strong>" drop down and select the appropriate User Type for the user. This will assign the permissions from the Default User Type selected to the user you are creating or editing. Existing user types can be assigned by a staff member with the "Manage Users" permission.</p><p style=""><span style=""><br></span></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016818928/original/kae8EQ8tZX8ccbHeVwxU_-DO3ceGnAuHtQ.png?1492537897" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016818928/original/kae8EQ8tZX8ccbHeVwxU_-DO3ceGnAuHtQ.png?1492537897" data-fileid="11016818928" data-uniquekey="1492537890400"></p><p><br></p><p style=""><br></p><p style=""><strong><span style="color: rgb(255, 0, 0); font-size: medium;">NOTE</span></strong>: If updating an existing user, this will overwrite any permissions <span>previously </span><span>assigned to that user.</span></p><p style=""><br></p><p><span>You can manually edit the user’s permissions after assigning a user type, according to their duties.</span></p><p><span style="color: rgb(0, 0, 0); font-family: 'trebuchet ms';"><br></span></p><p style=""><br></p> 1000084116 309 1000029428 2017-04-18T11:51:50-06:00 1001036038 2 2 1 0 Assigning Default User Types 2016-02-16T11:18:43-07:00 1001036038 1 2014-03-10T14:22:42-06:00 0 0 Click Settings -> Users -> Default User Types. Click the User Type you would like to edit permissions for: Make your desired modifications to the User Profile. Click “Save”.  This will update the permission profile for all users assigned this User Type.  A list of those users are on the right-hand side of the window. NOTE: If you do not want updated permissions to apply to a particular user, uncheck their name on the right. <p><a id="moodle01"></a></p><ol style=""> <li>Click <strong><span style="font-size: medium;">Settings -&gt; Users -&gt;<span> </span>Default User Types</span></strong><span>.</span> </li> <li>Click the User Type you would like to edit permissions for:<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016819558/original/NzAEv6_qxSM99f9V0Om-i9eVZbnTV_WVSg.PNG?1492538643" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016819558/original/NzAEv6_qxSM99f9V0Om-i9eVZbnTV_WVSg.PNG?1492538643" data-fileid="11016819558" data-uniquekey="1492538635867" style="width: 480px; height: 376.848px;"> </li> <li>Make your desired modifications to the User Profile.</li> <li>Click “Save”. <ol> <li>This will update the permission profile for all users assigned this User Type. </li> <li>A list of those users are on the right-hand side of the window.</li> </ol> </li> </ol><p style=""><strong><span style="color: rgb(255, 0, 0);"><br></span></strong></p><p><strong><span style="color: rgb(255, 0, 0); font-size: medium;">NOTE</span>: </strong>If you do not want updated permissions to apply to a particular user, uncheck their name on the right.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016819565/original/yq67knWq6tV4kLJMVay3dspP8SRUs-UaOQ.PNG?1492538657" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/11016819565/original/yq67knWq6tV4kLJMVay3dspP8SRUs-UaOQ.PNG?1492538657" data-fileid="11016819565" data-uniquekey="1492538635867"></p><p><br></p><p><br></p> 1000084116 244 1000029429 2017-04-18T12:07:22-06:00 1001036038 3 2 0 0 Updating A Default User Type 2016-02-16T11:18:52-07:00 1001036038