2.2.2. Manage Site Privileges and Applications

This section allows site administrators to change the permissions and privileges of users across the entire site. Once this is done, the Organization Administrators can fine tune the privileges for their own organization.

2.2.2.1. Manage Site Administrators and Users

From here you can manage the security of the site by setting users and administrators. There can be multiple Site Administrators and multiple Organization Administrators per organization, depending on your company's needs.

2.2.2.1.1. Manage Site Administrators

By clicking here, you can see a list of available users who are Site Administrators. You can click grant or revoke icons to give the user these privileges or remove them. When the site administrator privilege is available to a user, they will see the Site Management section on the Setup screen and will be able to edit and modify site information.

  1. To grant or revoke administrators and users from your site, click Setup on the toolbar.

  2. Click Manage Site Privileges and Applications in Site Management.

  3. To manage administrators, click Manage Site Administrators. Click the icon to the left of the user's name to Grant or Revoke as necessary with relevant administrators.

2.2.2.1.2. Remove Site Users

Since a user can be a user of many organizations, it is useful to have a feature that can remove him from all organizations at once, should it become necessary, such as when an employee leaves the company. In this section, the users are listed along with the organizations of which they are users and how many times they have logged in. Using this screen, the user can be removed from all organizations of which he is user. This action does not, however, remove shared data of the user, which is kept in OfficeClip database permanently. When a user is removed, another user can be added to the same OfficeClip license.

  1. To remove Site Users from your site, click Setup on the toolbar.

  2. Click Manage Site Privileges and Applications in the Site Management section.

  3. To remove, click Remove Site Users. Click the deleteicon beside relevant users as necessary.

  4. When you have completed all your changes, click Finished.

2.2.2.2. Manage Site Applications

This section allows the site-wide control of OfficeClip applications. It also has a link to let OfficeClip engineers do a remote login and make database changes.

2.2.2.2.1. Manage Site Applications Access

The Site Administrator can manage which applications the site users will be able to access. Removing unnecessary applications reduces clutter on the users' screen so they can easily find applications they are actually using.

  1. To manage site application access, click Setup on the toolbar.

  2. Click Manage Site Privileges and Applications in the Site Management section.

  3. To add or remove a specific application from your site, click Manage Site Application Access.

  4. Check the boxes beside the application you want to show and click Save when finished.

[Caution] Caution

The applications removed will not be available in any organizations.

2.2.2.2.2. Login to OfficeClip SQL Server

The purpose of this screen is to allow OfficeClip engineers to fix a problem within the customer's database. The engineer will gain access to the database by utilizing a double-key system. The Site Administrator of the company logs in with his or her own password- the first key- and give the OfficeClip engineer access to this screen. The OfficeClip engineer will put in his or her own password- the second key- to continue. This is provides an added level of security for the system here.

  1. To log into OfficeClip Sql server, click Setup on the toolbar.

  2. Click Manage Site Privileges and Applications in Site Management.

  3. Click Login to OfficeClip Sql Server.

[Note] Note

OfficeClip does not usually provide the password for these screens to its customers unless it is requested separately from the support team. Note that changing the OfficeClip database in an inconsistent manner may damage the database beyond repair and may also void the

support contract with OfficeClip.

See Also:

Manage Site Information

Manage Site License