Create and configure a user

You create and configure a DITA CMS user through the User Manager window in the TEXTML Administration perspective.

Note: You can also create a user by cloning.

To create a user:

  1. Right-click the Content Store node and select DITA CMS Admin > Manage Users.
    The Manage Users window is displayed.
  2. Click the Lock button (lock manager icon).
  3. In the Users list, right-click the location node where you want to define the new user and select New User.
    A blank user entry appears below the selected node, and various user configuration panes appear, including the User Personal Information pane:
    Figure 1. Entering user information

  4. Enter the user's Name prefix, First name, Middle name, and Last name.
    Note: Only the last name is mandatory; the other fields are optional.
  5. Enter the user's Location.
    The Location string you enter will be used to group users in the Users pane. Be sure to use consistent location naming and character case in order to avoid creating multiple versions of a location.
  6. Under User Connection Information, set up connection information:
    Figure 2. Entering connection information

    • Enter the user's Domain, if applicable.
    • Beside User name, enter the user's username.
    • Enter the Email Address to which the user's document assignment notifications should be sent.
    • Beside Email Type, enter text or HTML.
      Tip: Common email applications, such as Outlook, support both types of email. However, plain text email is faster to process and tends to display more predictably than HTML.
  7. Save your changes locally (CTRL+s).
    Your new user appears in the Users list.
  8. Click Check In Document (check in manager icon).
  9. Set up groups and/or roles for the user.
  10. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their DITA CMS. Users can also apply the changes without restarting their DITA CMS by clicking DITA CMS > Synchronize Configuration.