ClickHelp Documentation

Create User Account


Create a New Account

One needs to have an account to log in to a ClickHelp Documentation Portal. When you get a brand new portal, you have a single user account with administrator permissions. This user can create accounts for other users - authors, translators, subject matter experts, reviewers, etc. There are three user types in ClickHelp, and you can learn more about them in the following topic: Understanding Roles and Permissions.

Creating a new user account is simple. We'll show a process of creating an Author account, but the process is the same for other user types.

  • Select Tools → Users and Roles in the top menu to navigate to the accounts management page.

  • Click Create Author.

  • In the Create New User dialog, specify account details, and select which projects and publications the Author has access to, if necessary. For more information, refer to this topic: Project Access for Authors.
  • Click OK
  • A new user account is created. The login details will be sent to the email address you specified for this account.

You can create multiple user accounts, but the total number of enabled accounts cannot exceed the number allowed by your ClickHelp plan.

Assign Roles to a User Account

When you create a user, you can assign a specific role to them. To learn more on roles and permissions, check this help topic: User Roles. To change a user's role, do the following:

  • Click the Edit user's profile button 

  • In the Roles and Permissions category, you will see the list of permissions granted by the currently assigned role. Change a user role by picking one from the drop-down box. 

  • Save the changes.

An author can have only one role assigned.