Users

CAM users can be added or edited here. To access this screen

  1. go to the quick actions icon with 9 cubes and select Account Management.

Account Management shows the following tabs:

2. Select the Users tab.

Required Permissions

Permissions

Allows User To

Permissions

Allows User To

Permission for viewing Account Management

Access the Account Management Module.

Create New User

Add a New User (Hides the Add New button).

Edit User

Edit the User details or Disable the User (Disables the Action menu).

Tip: Click here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

Add User

  1. Click the Add New button.

  2. In the window for Add User Information, type information in the provided fields, based on the table below, then click Save.

Field

Description

Field

Description

Company

This is auto populated based on the domain and user login.

Name

Enter the user first and last name. This is a required field.

Email

The email address of the user. This is a required field.

Note: An email address associated to a user can only be used once to register. The same email ID cannot be used again.

Phone

The user’s phone number.

Preferred Service

Select the user's preferred CAM service.

Add to CAM group

Check the box to add the user to the CAM user group.

The list of information displays in the following columns:

Column Name

Description

Column Name

Description

Name

User name as entered above.

Email

Email ID as entered above.

Primary Phone

The phone number as entered above.

User Status

The user status is enabled by default. You can disable a user from the Action menu. Click on the drop-down to filter the user names by status.

Admin Access

 

Actions

Click the icon to access the Action menu. Select Edit to update the user information. In the Edit User Information window, make the necessary changes and click Update. Select Disable User to disable a user ID.

3. Click the Refresh button on the bottom left corner of the page to manually refresh and update the Users tab.

Add Security to users

  1. Click Security in the Action column.

  2. In the Security window, click the Assign Role button.

  3. Select the Group from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Groups.

  4. Select the Role from the drop-down. To select a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if it is assigned in User Management>Roles.

  5. Click Assign.

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