Adding and managing 25Live users
Manage Contacts task tab
Use the Manage Contacts task tab to:
• Add 25Live users
• Copy 25Live users as the basis for creating new users
• Edit 25Live users one by one or multiple users simultaneously
• Delete 25Live users
• Activate and deactivate 25Live users
Adding a 25Live user
These instructions assume you have already created your 25Live security groups, as described beginning in
“Adding security groups”1. With the Manage Contacts task tab selected, click the ADD icon.
2. Enter the user’s Last Name (required) and Work Email Address (required), and any other basic, email, address information, and/or comments you want for the user.
3. Enter the user’s 25Live username and password. Passwords can only contain letters, numbers, and underscores.
4. Indicate whether the user is active (default) or inactive.
5. Choose the 25Live security group you want the user to be a member of.
6. If the user is associated with an organization or department:
• Click New Organization.
• Select the user’s role in the organization.
• Find and select the organization. If the user is associated with other organizations, repeat these steps.
7. Check any custom attributes that pertain to this user and enter a value for each.
8. Click Add Contact.
| The Public Search user To provide the ability to create “public” searches that can be accessed and run by all 25Live Viewers and Users, you must create a generic “Public Search” user as described above and make sure that user is a member of a security group that has the functional security required to create robust searches—the -1 security group or a Functional Administration security group is recommended. Once this user is entered in the 25Live Configuration Utility, any searches created by the user are automatically made “public” when saved. For information on entering the Public Search user in the Configuration Utility, see the 25Live Configuration Utility document. |
Copying a 25Live user
1. With the Manage Contacts task tab selected, click the COPY icon.
2. Find the user you want to copy by simple name search or alphabetical index, highlight the user, then click Copy. Users can be easily identified because they have a Username, Status, and Security Group.
3. Add or edit the information for the new user as needed, and enter their User Information.
4. Click Add Contact.
Editing 25Live users
1. With the Manage Contacts task tab selected, click the EDIT icon.
2. Find the user(s) you want to edit by simple name search or alphabetical index.
3. Highlight the user(s) you want to edit and click Edit. To highlight multiple users, hold down the Shift key and click each user. Users can be easily identified because they have a Username, Status, and Security Group.
| If you choose to edit multiple users, be aware that all and only the changes you make will be applied to all the users you select for edit. When in doubt, edit users one at a time. |
4. If you highlighted one user, edit his/her information as needed. Click the “EDIT” link to expand sections that are closed. If you highlighted multiple users, check the box of each data section you want to edit, and change the information as needed.
| • Editing a user’s work email address may break the connection between the user and your Active Directory. If you are unsure, check with your 25Live System Administrator before proceeding. • Modifying the viewer25 user can have unintended consequences. Contact CollegeNET Technical Support before proceeding. |
5. Click Save Changes.
Deleting a 25Live user
1. With the Manage Contacts task tab selected, click the DELETE icon.
2. Find the user you want to delete by simple name search or alphabetical index, highlight the user, then click Delete.
Note: Users can be easily identified because they have a Username, Status, and Security Group. You can only delete one user at a time.
3. Click Delete Contact to confirm.
4. To delete other users, click Delete Another Contact. To return to the Manage Contacts page, click Start Over.
Activating or deactivating 25Live users
1. With the Manage Contacts task tab selected, click the EDIT icon.
2. Find the 25Live user(s) you want to activate or deactivate by simple name search or alphabetical index.
3. Highlight the user(s) and click Activate or Deactivate. To highlight multiple users, hold down the Shift key and click each user.
Note: 25Live users can be easily identified because they have a value in the Status and Security Group columns of the list. Contacts who aren’t 25Live users can’t be activated or deactivated.
4. When the dialog appears, click OK.
