User access in NetX is managed via user levels, user groups, and permissions for folders and attributes. NetX supports several options for user account creation.
- In what ways are your users similar and how can they be grouped together?
- What names will you use to identify your user groups?
- Which user levels will you need?
- Do different user groups need different levels of access to certain assets or attribute fields?
- Will you implement single sign-on (SSO)?
- Will you allow self-registration?
5 things to know about NetX users
Keep it simple.
Add users to groups, add assets to folders, and create permissions that link groups to folders. Even though you can add permissions to individual assets or users, we don't recommend it. Use custom attributes to control access for certain restricted assets when it's not possible to group assets together in a folder.
Group users by access, not actions.
Create user groups based on the folders or types of assets that different users need access to. Don't group users by the actions they need to perform — that's where user levels come into play. Groups can contain users with a myriad of user levels.
Expiration instead of deletion.
The user expiration date is helpful when creating temporary user accounts or when user access needs to be revoked. Expired accounts are automatically set to No Access user level instead of deleting the account entirely. This ensures statistical information relating to the deleted user is retained in the system.
Make it easy for users to sign up.
Flexible options for self-registered user accounts allow you to control a user's initial access and when automated emails are sent. New users can be allowed access to all content, a limited selection of content, or not allowed in at all until approved. If your organization already authenticates with single sign-on, consider an SSO integration for internal users to access NetX.
Get everyone up and running at once.
If you're not using self-registration or SSO, Admins can easily import user data via .csv file to batch create new user accounts and pre-assign user levels and groups. Bonus — NetX will automatically notify new users that they can set their password and log in to the system.
- Learn about managing Users and Groups.
- Find out which actions can be performed by the different User Levels.
- All you need to know to configure Folders and Permissions
- Access Filters on user groups control the visibility of restricted assets based on attribute values.
- Attribute Permissions allow granular control over which attributes user groups can view and edit.
- Use .csv files for Importing and Exporting User Data.
- Your end-users have options too! See User Profile for more.
Tips and tricks
Manage user passwords and email notifications via data file import. When creating new user accounts via data file import, adding a "Password" column with values for each user will set passwords and prevent the account setup email from being sent. Omitting the "Password" column, or leaving it blank, will send an account set up email to prompt new users to set their own password.
To send a password prompt email to existing users, add the "Password" column—leaving it blank—and import the data file to update existing users.
Set up a generic service user account that's maintained by your administrators. An account not in use by a specific employee and that will not be deleted or set to No Access. We recommend using a service account for creating permanent share links, embed codes, upload request links, and shared user attribute sets; when connecting to NetX I/O; and for Hootsuite or Public API integrations.
Use the filter box to quickly find information. In the systems area, the list of Users can be filtered by user name, email, or user level. You can also filter the Groups and Permissions lists to save time.
View all members of a specific user group from the 'Selected' tab in the group management panel.
Prevent system emails from going to No Access users. In certain configurations, automated emails may still go out to No Access users. To avoid this, in the Edit User window, click More Info, and scroll down to uncheck the Receive Email option. You can bulk edit the Receive Email option via .csv by changing the value to No.
If using attribute-based Access Filters, configure the custom attribute and associated vocabulary first, then set up your Access Filters from the Groups window. To avoid unauthorized changes to the Access Filter values, limit user access to the relevant attribute fields either by user-level or by user group with Attribute Permissions.
When a folder permission is created or altered, all assets in the system will be reindexed. Plan to execute configuration changes in off-peak hours since a full reindex may impact performance.
BEFORE YOUR NEXT ONBOARDING MEETING
- Meet with your Core Team to develop your permissions strategy.
- Define groups for folder access and choose which user levels to employ.
- Review your folder structure - changes may be needed for appropriate access control.
- Identify any special authentication requirements.
- Complete the Users Onboarding Worksheet and the Permissions Onboarding Worksheet.
- Be prepared to discuss with your Onboarding Specialist.
Learn about Workflows and Settings.
BEFORE YOU IMPORT ASSETS
Review your permissions strategy with your Onboarding Specialist and read about File and Data Ingest.