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To access Luma Knowledge, Users must get registered in the application. This article deals with the following topics:

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View Users List

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Search Users

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Add Users

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User

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View Users List

On the main menu, click on the Configuration → User Management tab. The user list appears as shown below.

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The User list includes all the users currently available in the system. It includes the following user details:

  • User ID#

  • User Name

  • Full Name

  • Role

  • Locale

  •  Source

  •  Last Updated on

You can sort on all the columns in alphabetical order by clicking the column name in the header.

Search Users

You can search for existing users in the Users list. To search for a user:

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Specify the User NameFull Name in the Search text box.

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Press the Enter key.
Luma Knowledge retrieves all the user records matching the specified details.

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Create Users

The Administrator / Curator can add new users to Luma Knowledge. To add users, do the following:

  1. On the User Management page, click Add User.  The Add User page appears as shown below.

  2. Specify the Username. This is used for logging into the application.

  3. Select Title from Drop down list which can be configured

  4. Enter the First name (Mandatory), Middle Name, Last Name (Mandatory) of the User.

  5. Specify a valid Email Address of the user for email communications, including password resets. For example, johndoe@gmail.com

  6. Select the Language for the user.

  7. Select the Role from the dropdown list.

  8. Click Add user to add the user. Else, click Cancel to discard the process.

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Info

After the user is created:

  • The user’s language can only be set to the Tenant’s Language. Only tenant language is available for selection in the Language dropdown.

  • The user Id is automatically assigned to the user.

  • Status is set to Active automatically.

  • Users will be able to see only the workspaces that are allowed for that role.

Edit Users

The Administrator / Curator can modify the user details if required.
The following user information can be edited.:

  • Title

  • First name

  • Middle Name

  • Last Name

  • Email Address

  • Phone

  • Language

To edit existing users, follow the below steps:

  1. On the Users list, click the row for the user you want to edit.

  2. Click the Update User button to change information for the user. The fields appear editable as below.

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  3. Make the required changes and click Update User to save the changes. Else, click Cancel to discard the modified data.

View User Profile

Logged-in users can view their own profile details by clicking Profile under the User option on the main menu.

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The User Profile page will appear with logged-in user’s details.

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Management helps administrators create and manage users and control access. Skills can be executed by a user based on their group and user-level permission.

This module contains the following topics:

Child pages (Children Display)