How to add a user?

1. In the left section "01 Screen Selection", click the icon in the center to open the tree view.

2. Choose the account group (planet icon) in which you want to manage user permissions.

3. Click on the gear icon to the right of the account group.

4. Click on "Users".

In the window that opens, you will see a list of existing users. If you have not yet created users, this list will be empty.

2. Click on "invite user" to create a new user

3. Fill in at least the 3 required fields.

Under the "User information" tab, you must complete the following information;

• Email Address
• Role (s)
• Language

4. Complete the user profile (optional)

Once the three required fields are filled, click on the gear icon located to the right of the language field.

User Information Tab

Under the "User Information" tab, you can complete the following information:

User-specific settings

• Mobile phone number: If you have access to the user's contact information that will be used for their two-factor authentication, you can enter the mobile phone number that will be used to confirm the user's identity when they log into the ITESLIVE Studio.
• Enable two-factor authentication: This checkbox is used to activate the two-factor authentication for this user specifically in the event that it is not already required by your organization. 

• Secondary email address: If you have access to the user's contact information that will be used for their two-factor authentication, you can enter the secondary email address that will be used to confirm the user's identity when they log into the ITESLIVE Studio.

• Preferred language - This field determines the default language when the user logs into the Studio. You can select English, French or Default. The first two choices are pretty straightforward; the "Default" value will select the same language you are using on your web browser (Microsoft Edge, Google Chrome, Firefox or Safari).

• Enabled - This checkbox is used to activate or deactivate a user. This box must be checked when creating a user; otherwise, they will not be able to log into the Studio.
• Expiration date - If you wish to give temporary access to a member of your team, you can determine in advance the date on which user will become inactive.
• Time Zone - By default, "Eastern Time" is selected, but it can be changed for the user via the dropdown.

Clips settings

• Expand clips details by default - This field changes the way clips appear in your playlists. For more information, click here.
• Filter clips details by default - This field changes the way clips appear in your playlists. For more information, click here.

Permissions Tab

You can see the permissions associated with the role you have assigned to the user and change their role if needed. To view the permissions associated with the role, simply click on the dropdown menus. The checked and grayed-out boxes indicate the permissions the user has access to.

We have an article about permissions. Click here to view it.

We have an article about roles. Click here to view it.

Alerts tab 

These are the alerts the user will receive. We have a full article on this topic. Click here to view it.

5 . Click on the invite button.

When you click on the invite button, the user you added will receive an email inviting them to log into the ITESLIVE Studio.