Create and configure a user

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

Note: You can also create a user by cloning.
  1. In TEXTML Administration perspective, right-click the Content Store node and select CCMS Admin > Manage Users.
    The User Manager window opens.
    Note: IXIASOFT recommends that you avoid directly editing the users.xml file. The User Manager window has built-in validation mechanisms to reduce errors.
  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, such as the User Personal Information pane.
  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: 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. In a dedicated SaaS deployment, contact IXIASOFT Customer Support to add the user to remote desktop.
    If your deployment uses SSO and the user did not use CCMS Desktop, you can skip this step.
  11. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration. Additionally, have an administrator refresh IXIASOFT CCMS Web so that any new users will be able to log in to the system for the first time.