Create and maintain users individually

Individual users may be created in the Users tab:

• Automatically when a user first opens Viewer A user role with read-only access to Panviva documents who can also submit feedback. via self-registry A self-registered user only has access to documents available to "anybody". Keep this in mind of you have content restricted to specific users.; or

• Manually by creating users individually or via an import file.

Automatically

If self-registry Self-registry is a configurable option which is activated by Panviva if you have enterprise-wide licensing. For more information contact support@panviva.com is activated on your database, when a new user opens Viewer but has not previously been added, they will be prompted to provide their details, including:

• Username This defaults to their PC logon name.
• First name
• Last name
• Password

Manually

Users in the rolecreators role can create and maintain users and their role assignments individually via the menu in the Users tab.

Maintain users

Users in the rolecreators role can:

• Create and delete users;
• Change user details such as login, name and email addresses;
• Set and change user passwords;
• Add and remove users to/from a role; and
• Export user information to a .csv file.

Maintain user properties

Users in the rolecreators role can set and change user properties in the Users tab in the Details & Actions window. The properties include:

Property	Description
Properties	Username First and last name Email address Password Any custom properties Custom properties are created and managed by Administrators via the Admin tab that exist.
Role membership	Roles that the user is associated to.
Training objectives	An online learning function, this allows you to assign a learning document to a user.
Readers	The users who can see any properties of a user but cannot change them.
Writers	The users who can see any properties of a user and change them. Note: Writers automatically have reader permissions.
Notifications	This allows you to assign a document change notification to a user. Note: This is the same functionality that is available in the 'Documents' tab in Details & Actions > Notifications.