ClickHelp User Manual

Author Accounts

In this topic, we'll tell you how you can work with author accounts. First of all, you can give access to the authoring environment to a teammate - just create a new author account for this person. To learn more, refer to this topic: Create User Account.

To examine the list of authors, do the following:

  • In the top menu, select ToolsUsers and Roles.
  • You'll see the list of users with the Author account type.
    The list of users with the Author account type in the Users and Roles settings

In order to edit an author account, click the Edit button in the rightmost column.

Click the Edit button to edit an Author account

You'll see the Profile screen of that user account:

The Profile screen of the user account

In the profile, you can edit the following user properties:

  • Personal Information including login, email, first name, and so on.
    Specify the Personal Information for the user profile
  • Roles and Permissions. Thanks to this feature, it's possible to manage access to projects and non-public publications for Author users. To learn more, refer to this topic: Project Access for Authors
  • Locked Documents. This page contains information on documents locked by the user. Here, you can unlock some topics or all of them.
    The Locked Documents page in the user profile

The maximum number of enabled author accounts in your ClickHelp portal is limited by your license. However, you can create as many author accounts as you need, but keep some of them disabled. Disabled users cannot log in, do not receive email notifications, and do not count against your license limit. Disabled accounts can be enabled later:

  • To disable a user, click the Disable user button.
    Click the Disable user button to disable a user
  • To enable a user, click the Enable button.
    Click the Enable user button to enable a user

If you want to sort user accounts, click a column header and sort them ascending or descending. 

Click a column header to sort user accounts