There are a number of methods that you can use to create user and organisation records in HighQ Publisher:
1. Single user upload
This is used when you want to create a:
- New user with a domain that is in the system
- New user with a domain that is not in the system
- New user with an exception domain
2. Bulk user upload
This is used when you want to:
- Add multiple users at once
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 users email address is effectively its unique identifier.
The invitation process is separate to this process.
Single user upload
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 will be displayed:
Click Add user:
The Add new user screen is displayed:
Fill in 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 username already exists, a warning error message will be displayed, informing you that this is the case.
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:
Click Add to add the new user. You will now be able to invite the user through the usual manual process.
Bulk user upload
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:
- User ID
- First name
- Last name
- Email
- Organisation ID
- Organisation name
- Job title
- Phone
- Office ID
- Practice area
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, click Bulk upload:
The Bulk upload screen will be displayed:
Permissioning new organisations and users
Permissions is a fairly complex subject in Publisher. For ease of explanation, we will ignore all the system administrator permission structures.
The permissions of an organisation and it's users can be effected at the following levels:
1. An organisation group
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'.
2. An individual organisation
An individual organisation and all of it's users can then be granted access to more content and modules by increasing the specific organisation permission structure.
3. A user group
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.
4. Content specific
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.
