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.
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Select
Tools → Users and Roles in the top menu to navigate to the accounts management page.
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Click
Create Author.
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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.
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A new user account is created. The login details will be sent to the email address you specified for this account.
|
Important |
| 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:
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Click the
Edit user's profile
button
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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 dropdown box.
- Save the changes.
An author can have only one role assigned.