Creating a user

This topic describes how to create a user in Brightspot.

To create a user:

1. Click menu > Admin > Users & Roles.
2. In the Users widget, click New Tool User.
3. Using the following tables as a reference, complete the fields as needed.
4. Click Save.

The following tables describe the available user settings.

Main tab

Field	Description
Permissions	User’s roles. Full Access—Default setting. The user has no role and therefore has all permissions. Roles—Select from the list of existing roles to assign a role to this user. Site Specific Roles—Click add_circle_outline to select specific sites and assign existing roles to these sites. For details, see Assigning site-specific roles. For an explanation of roles, see Creating a role.
Name	The user's name. Brightspot displays this name for any content that this user creates or edits. The name also appears in various widgets.
Email	User’s email address. If blank, Brightspot applies the user’s username.
Username	Name with which user logs in to Brightspot.
Password	User’s password. Change—Displays fields for adding or changing a user’s password. Keep Same—Retains current password. If you are creating a new user and select this option, the user will not be able to log in.
Change password on login	Forces the user to change the password on next login.
Avatar	User’s avatar. The avatar appears in the header and in various Brightspot widgets. None—No avatar associated with the user. New Upload—Displays a field for uploading an avatar. New URL—Displays a field for entering an avatar’s URL.
Locale	User’s language and location. Brightspot's appearance changes to the selected language. For example, if you select Spanish, Brightspot appears in Spanish. If the selected language is not available, Brightspot appears in English.
Time Zone	User’s time zone.
Phone Number	User’s phone number for receiving text messages from Brightspot. For information about receiving text messages from Brightspot, see Notifications.
Guide Open	Toggle on to cause Production Guides to display opened by default each time the user logs in to Brightspot.
Site Owner Filter Override	Filters search results by site owner. Current Site—The user only sees content in search results owned by the current site. All Sites (None Selected)—The user sees content in search results owned by any site. Select—The user sees content in search results owned by the sites you select.
Localization
Content Locale	The locale used as the locale on newly created content.
Search Locale Override	The locale selected by default in search results.
Notifications
Delivery Methods	Available default delivery methods. For more information, see Delivery methods.
Subscriptions	Available default subscriptions. For more information, see Subscriptions.
Automatic Subscriptions	Automatic subscriptions configured by the Brightspot administrator. Users can specify delivery methods for all such subscriptions as well as opt out of them. For more information, see Reviewing, overriding, and opting out of shared and automatic subscriptions.

CMS tab

Field	Description
Dashboard	Settings for user’s dashboard. None—User’s dashboard inherits from the role, site, or global levels. For more information about dashboard inheritance, see Dashboard hierarchy. One Off—User’s dashboard is a one-off dashboard. For more information, see Creating a one-off dashboard. Shared—User’s dashboard is a shared dashboard. For details, see Creating a shared dashboard.
Edit Existing Content	List of existing content items appearing in this user’s Quick Start widget. To add content, click add_circle_outline and use the content picker to retrieve the desired assets.
Content Templates
Global Defaults	List of default templates available to the user. If blank, user inherits the role’s default templates (if any). For more information, see Creating a user-level content template.
Global Extras	List of extra templates available to the user. If blank, user inherits the role’s extra templates (if any). For more information, see Creating a user-level content template.
Site Specific Defaults	Overrides default templates for individual sites. If blank, user inherits the role’s site-specific default templates (if any). For more information, see Creating a user-level content template.
Site Specific Extras	Overrides extra templates for individual sites. If blank, user inherits the role’s extra templates (if any). For more information, see Creating a user-level content template.
Preview
Preview Editor Enabled	When clicking on a field in the preview pane, the cursor jumps to the corresponding field in the content edit form.
UI
Enable Guides	Enable or disable Production Guides for the user. For details, see Production guides.
Enable Pre Publish Actions	Enable or disable Pre-publish actions for the user. For details, see Pre-publishing actions.
Enable Post Publish Actions	Enable or disable Post-publish actions for the user. For details, see Post-publishing actions.
Open Post Publish Actions Automatically	Set whether the Post-publish actions pop-up menu displays immediately after publishing an asset.
Enable Preview To Edit	Enable or disable Preview to edit for the user. For details, see Preview to edit.
Advanced
Inline Editing	Items user can edit using the inline editor. Inherited—Inline editing settings flow from the settings at the global site. For information about making settings at the global site, see Global site settings. Disabled—Inline editor is not available. Only Main Content—User can edit the item but not its subsidiary items. All Contents—User can edit the item and subsidiary items. For example, if an article contains an author item, the user can modify both the article and the author.
Return to Dashboard on Save	If toggled on, the user automatically returns to dashboard after saving changes to content.
Return to Dashboard on Workflow	If toggled on, the user automatically returns to dashboard after adding content to a workflow.
Disable Navigate Away Alert	If toggled on, the user does not receive a message when leaving the content edit page without saving or publishing. The following illustration is an example of a navigate-away alert.
Disable Work In Progress	Disables the work-in-progress feature. When enabled, this feature maintains live backups of work if a Brightspot session unexpectedly ends. For more information, see Work in progress.
Global Theme Override	Theme serving as the user’s top-level global theme. All theme settings flow down from this theme unless overridden at a lower level. Regardless, when publishing content, Brightspot uses the site theme’s settings. For more information, see Configuring a user's theme overrides. ML: Missing hyperlink here.
Excluded Classes	Excludes users from accessing certain functionality in Brightspot based on the Java class name responsible for the functionality. For details on how to discover Java class names, see Viewing field data for developers.
Global Theme Override	Overrides the front-end theme applied to all sites. This setting impacts what the user sees when previewing content; when publishing content, Brightspot uses the site's theme. This setting is primarily used for quality assurance in case a user needs to test out the presentation of a different theme while maintaining the theme set to the site on the live site.
Site Theme Overrides	Overrides the front-end theme applied to the sites you define. This setting impacts what the user sees when previewing content; when publishing content, Brightspot uses the site’s theme. This setting is primarily used for quality assurance in case a user needs to test out the presentation of a different theme while maintaining the theme set to the site on the live site.