Lesson 4 - Create Customer Accounts

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This lesson shows how to set up new customers.

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Lesson 4 - Create Customer Accounts

  1. 1. Module 2: Creative Workflow and Asset Library 4 Lesson Create the Customer Account and Add Users How This Lesson Will Help You The Staff user who is employed by the Agency completes a setup process for each new customer. This will enable the customer to collaborate with the Agency using the Creative Workflow/Asset Library application. This lesson shows you how to setup the customer account, add users, and assign Role-Based Rights to these users. Topics in This Lesson After completing this lesson, you will be able to: • Logon to Creative Workflow Application as the Full-Access Staff User • Create a Customer Account, Users, and Assign Role-Based Rights • Change and View User Roles and Rights • Describe the Web Interface Application • Describe the Kodak InSite Desktop Software Logon to Creative Workflow Application as the Full-Access Staff User In order to setup the customer and users, the Full-Access Staff user must: • Logon to Creative Workflow Application as the Full-Access Staff User via the web interface only. • Create the client account. • Create users who will work on the customer's account. • Assign Role-Based Rights to the users created. • Create user groups, as required 36 Internal Student Guide
  2. 2. Create the Customer Account and Add Users . Activity: Logon to Creative Workflow and confirm role 1. Launch a web browser. 2. Type the application’s URL in the Address field. 3. Press ENTER. 4. Type the Full-Access Staff username created in the previous lesson in the Username field. 5. Type the Password created in the previous lesson in the Password field. 6. Click Login. 7. In the upper right corner of the toolbar, click the P icon or your login name, if using theme look, to edit your user profile settings. 8. Scroll to the bottom of the page 9. Under the Site heading, the rights assigned to your role appears for Customer, Project, and Library access. Notice the icons beside the Project Role and Library Role headings. 10. Click the icon either beside the Project Role or Library Role heading to view the event notification for your account. Note that you can change your own notification settings if you have a role with Manage Access user rights. Create a Customer Account, Users, and Assign Role-Based Rights Each new customer (client) is setup with a specific customer account. Activity: Create a customer account 1. Log on as the Staff user (Site Manager) to the Creative Workflow Web browser. 2. On the toolbar, click the Customer icon (if the Customer Page is not the default). 3. From the Customers page, click Add Customer. 4. On the Create customer account page, enter the customer's company name (for example, YourName_Company), address, and any relevant comments. Internal Support for Portal Products 37
  3. 3. Module 2: Creative Workflow and Asset Library 5. Click Create Account. The customer account is created and the Customer Administration page appears. Note: The e-mail account of the person who logged on is preset in the CSR e-mail box. Users and Role-Based Rights Users are initially setup attached to a customer-specific account. Using this approach, a customer is setup so they only have access to their projects. However, there is flexibility for Agency employees who work for multiple customers and fulfill varying responsibilities for their customers. For example the agency’s graphic designer may be responsible for uploading elements for use in projects when working with ABC Company but may also archive elements to the library when working with XYZ Company. Therefore, the responsibilities will be assigned differently for the same person between ABC and XYZ Company. Roles Assigned to the Graphic Designer for ABC Company Access: • Customer Role: No Access assigned since you do not want the graphic designer to manage access to the customer account. • Project Role: Content Manager is assigned so graphic designer can upload elements to a project • Library role: No Access is assigned since the graphic designer will not upload elements to the customer’s library. Roles Assigned to Graphic Designer for For XYZ Company Access: • Customer Role: No Access • Project Role: Content Manager • Library Role: Content Manager Apply Creative Workflow Roles to the Agency and Client Environment In an environment where both the Agency and client have access to projects and libraries through Creative Workflow, the roles assigned will vary depending on the responsibilities of the individual. WHERE does this user WHO is this user? What WHAT role level should work? responsibilities or titles this user have in does the user have? Creative Workflow? Agency IT Administrator/Site Administrator Role Manager • Headquarters 38 Internal Student Guide
  4. 4. Create the Customer Account and Add Users WHERE does this user WHO is this user? What WHAT role level should work? responsibilities or titles this user have in does the user have? Creative Workflow? Agency Photographer Library and Project Roles • Satellite Office Agency Graphic Designer Project and Library Roles • Satellite Office Client Content Approver Project Role Freelance Photographer Project Role For more information on Role-Based Rights, use the online help and see Role-Based Rights in the Creative Workflow 3.0 User Guide. Internal Support for Portal Products 39
  5. 5. Module 2: Creative Workflow and Asset Library Activity: Create the user for the customer account 1. Log on as the Site Manager to the Creative Workflow application. 2. On the toolbar click the Customers icon (if the Customer Page is not the default). 3. Click on the letter corresponding to the first letter for the company name you created. 4. Scroll to the Company Name. 5. Click on the Company Name link. 6. On the toolbar, click Administration. 7. On the Customer Administration page, click Manage Access. 8. Click Add New User. 9. Enter the following: User's unique username: YourInitials_GD – Password: Password – First Name: Your first name – Last Name: Your last name – E-mail: Your e-mail – 10. Click Add user. The new user is added to the customer account. The Customer, Project, and Library roles appear. 11. From the User/Groups with Access assign the following: Customer role: None – Project role: Task Manager – Library role: Content Manager – Notice that a red dot appeared indicating that a change was made. 12. Click the information icon which appeared beside the role, once it was changed, to view the rights associated with the role selected. 13. Click Update. 14. Add the users listed and assign roles for each of them under your company name. List of users for your company: • Content Manager/Reader Username: YourInitials_CM – 40 Internal Student Guide
  6. 6. Create the Customer Account and Add Users Password: Password – First Name: Your first name – Last Name: Your last name – E-mail: Your e-mail address – Customer role: No access – Project role: Task admin – Library role: Content manager – • Photographer Username: YourInitials_PH – Password: Password – First Name: Your first name – Last Name: Your last name – E-mail: Your e-mail address – Customer role: No access – Project role: Task approver – Library role: Content manager – • Client Username: YourInitials_Client – Password: Password – First Name: Your first name – Last Name: Your last name – E-mail: Your e-mail address – Customer role: No access – Project role: Task approver – Library role: No access – If a company would like to minimize the number of unique usernames that their staff must remember, use the Invite New User button. This enforces the e-mail address as the unique logon identifier. Internal Support for Portal Products 41
  7. 7. Module 2: Creative Workflow and Asset Library Change and View User Roles and Rights You can edit user role rights and also view at a glance the roles assigned to a specific user at the customer, project, and library roles. To change or manage role-based rights for a customer user On the Creative Workflow toolbar, click Administration. 1. 2. Click Manage Access to change the role based right for each user at the Customer, Project or Library role levels. 3. Assign the Access Manager role at the Customer level for the Content Manager. 4. Click Update to save your changes. Describe the Web Interface Application Often there is a discrepancy between the type of equipment used by an Agency and customer (client) when collaborating on projects. Creative Workflow supports a web graphical user interface that can be accessed by users with limited computer capability. Web Interface Creative Workflow web interface In the Creative Workflow environment, the Desktop Software used on a Macintosh computer adds enhanced functionality for the power user. The enhanced functionality includes: 42 Internal Student Guide
  8. 8. Create the Customer Account and Add Users • Drag and drop functionality. • Ability to perform task administration functions such as edit and delete a task. • Set final status for a task or make a task activity. • Detailed project manager view of tasks. • View elements in a gallery, list or table mode. • Support for pick lists that can be used to collect elements from multiple projects or libraries for download or copy into another project or library. Note: Customer and account creation cannot be done using the Desktop Software. But you can now change roles in Desktop Software. To download and access the Desktop Software on a MAC 1. Logon to the Creative WorkflowCreative Workflow application. 2. Click the Download Syd link at the bottom of the window. 3. Move the Desktop Software icon to the applications folder in the Desktop Software dialog box. Once this is downloaded, a message appears indicating that the application has been added to the application folder. 4. Open Finder, click Applications. 5. Drag the Desktop Software icon to the dock, and double-click the icon to launch it. 6. Enter the Server URL provided by the instructor to access Creative Workflow. 7. Enter the Site Manager’s username and password that you created. 8. Click Connect. Describe the Kodak InSite Desktop Software At an agency, power users may work on Macintosh computers with 30quot; monitors and sufficient server space for quick rending performance. The Desktop application provides increased functionality and complexity that is designed for a power user. Internal Support for Portal Products 43
  9. 9. Module 2: Creative Workflow and Asset Library Desktop Software Kodak InSite Desktop Software - Elements Tab Icons A number of icons appear across the bottom of the elements view in the Desktop Software. These provide quick access to various frequently used features and functionality. Desktop Software - Elements Tab Icons Use This To Tool Identify whether the connection is encrypted or not encrypted Identify whether the application is connected to the server Access a list of options for managing projects and libraries Arrange the elements into a gallery view Arrange the elements into a list view Arrange the elements into a table view Upload an element 44 Internal Student Guide
  10. 10. Create the Customer Account and Add Users Use This To Tool Download an element View and edit the attributes of an element Access a list of options for managing elements Toggle the Heads Up Display (HUD) which gives quick access to the element’s color profile Toggle the Pick List on and off Change the thumbnail size of the elements Access the help files Desktop Software for the PC-based Computers The PC version of the Desktop Software contains many of the same features available in the Mac version. Review Creative Workflow 3.0 Release Notes for a listing of the functionality set available on the pc. Lesson Summary After completing this lesson, you are now able to: • Logon to Creative Workflow Application as the Full-Access Staff User • Create a Customer Account, Users, and Assign Role-Based Rights • Change and View User Roles and Rights • Describe the Web Interface Application • Describe the Kodak InSite Desktop Software Internal Support for Portal Products 45

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