Table of Contents
Preface ................................................................................................................................... viii
1. User Administration .................................................................................................................1
Overview ...........................................................................................................................1
Administration Portlets ................................................................................................1
User .........................................................................................................................1
Organizations and Locations .........................................................................................1
User Groups ...............................................................................................................2
Enterprise Administration Portlet ...........................................................................................2
How to view, search, add, and edit organizations ...............................................................2
How to view, search, add, and edit locations .....................................................................3
How to view, search, add, edit, deactivate, restore, and delete users ......................................5
How to view, search, add, edit, delete, and assign user groups ..............................................8
Organization Administration Portlet ...................................................................................... 11
How to view and edit your organization ......................................................................... 11
How to view, search, add, and edit locations that belong to your organization ....................... 12
How to view, search, add, edit, and deactivate users that belong to your organization ............. 13
How to view, search, add, edit, delete, and assign user groups ............................................ 16
Location Administration Portlet ........................................................................................... 16
How to view and edit your location .............................................................................. 16
How to view your organization .................................................................................... 17
How to view, search, add, edit, and deactivate users ......................................................... 17
How to view, search, add, edit, delete, and assign user groups ............................................ 20
2. Community Administration ..................................................................................................... 21
Overview ......................................................................................................................... 21
Communities Portlet .......................................................................................................... 21
How to view, search, add, edit, and delete communities .................................................... 21
How to view, add, edit, permission, delete, manage look and feel for, and import/export pages for
a community ............................................................................................................ 23
How to assign users to a community ............................................................................. 26
How to join and leave an open community ..................................................................... 27
How to control permissions in a community ................................................................... 28
Page Settings link .............................................................................................................. 28
3. Security and Permissions ......................................................................................................... 29
Introduction ..................................................................................................................... 29
Entity Definitions .............................................................................................................. 29
Resources ................................................................................................................ 29
Permissions .............................................................................................................. 30
Roles ...................................................................................................................... 31
Users ...................................................................................................................... 31
Organizations and Locations ....................................................................................... 31
Communities ............................................................................................................ 32
User Groups ............................................................................................................. 32
Administration ................................................................................................................. 32
Creating a Role ......................................................................................................... 34
Assigning Company Permissions to a Role ..................................................................... 36
Assigning Community Permissions to a Role .................................................................. 38
Assigning Roles ........................................................................................................ 40
Assigning Individual Portlet Permissions ....................................................................... 46
Assigning Default Permissions .................................................................................... 49
Assigning Individual Permissions ................................................................................. 50
Special Case: Assigning Individual Permissions to Locations ............................................ 53
Delegating Permissions .............................................................................................. 58
4. Admin Portlet ....................................................................................................................... 87
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