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      Accounts & Users: The Basics

      The basic overview of Accounts & Users in your Content Catalyst Site.

      Accounts

      Accounts are entities or organisations registered within Content Catalyst.

      They are essential as, within them, they hold key elements such as users, company details, and Licenses.

      🔔Note: Accounts can be created and managed by users with ‘Client’ administrator permissions. See: Create an Account.

      Once an account has been created, users can be added, and content licenses can be generated and applied.

      The following tabs are available to administrators when selecting an account.

      Account: Summary 

      The Summary tab will show the following details for the selected account.

      Company: Displays the account metadata, Company name, Country, & Main Language.

      Account Manager: Account managers are the key sales contacts for accounts.

      🔔Note: See: Create An Account Manager


      Users:

      Lead user - The lead user's contact information will be shown on the report marketing pages.

      Active users – Active users can log in to the site. These statuses are set to enabled, denoted by a green tick in the status column of the user list

      Disabled users—Users marked as disabled cannot log in to the site.

      The user's status disabled is denoted by a black circle in the status column of the user list.

      Account: Users

      The Accounts User tab allows administrators to create and view the current users within the account.

      The number of assigned licenses, logins, and user statuses can be viewed here.

      See example below

      Account: Licenses

      Category-wide and single-title licenses can be created and viewed here.

      🔔Note: See Adding Individual Report Licenses &  Add a Category-Wide License

      Note: Licenses can only be applied through the Accounts > Licenses tab.

      Account: Usage Statistics

      View and export the account activity.

      🔔Note: See Viewing Stats for an Account or User

      Account: Trusted domains

      Allows email domains to be trusted so users can register to the site.

      🔔Note: See Trusted Domains

      Account: Preferences

      Client administrators can make several preferences, specifically for the account.

      🔔Note: See Global Account / User / Preferences

      Account: Admin rights

      Site Administrators will be able to see the admin rights tab and apply admin permissions to users here.

      🔔Note: See Assigning Admin Access to a User 

      Account: Content Notifications

      Account content notification settings. If this has been enabled on your site.

      🔔Note: See Personalised Content Notifications: Overview

      Account: Related actions: 

      The following Related actions are available via the Account. 

      Manage: 

      • Delete account: Delete the selected account. 
      • Bulk import users: See Bulk import users.
      • Download user list: Download the list of users of the selected account. 

      Tools:

      • Add/view special offers:
      • Update template files: Update export template files for the account, see Export Template Customisation & Branding. 
      • View notes: If public notes have been enabled, these can be viewed per account.
      • Edit news subscriptions 
      • Marketing page access - Set marketing page visibility for specific categories per account.  This feature is designed to make the site more convenient for specific users; it is not guaranteed to securely hide reports. 

      Users

      Users are individuals who register for accounts, which allow them access to the site and its contents. Users can also have licenses assigned directly to them.

      Users have different statuses: active, inactive,

      Active users can log in to the site, and a green tick in the status column of the user list indicates their status.

      Inactive users are those who have not logged in after a specified date

      Only active users can receive Personalised Content Notifications if this has been enabled.

      🔔Note: It is important to remember that users can only be created when an account already exists. See: Creating a User 


      The following tabs are available to administrators when selecting a user.

      User: Summary

      This provides a list of metadata, including username, email, etc., and also shows the last modified date and the Modification by user.

      The Edit, Delete, or Test User options are also available from the User Summary page. See Icons below

      User: Licenses

      Category-wide and Single-title licenses are assigned only to the selected user or users, which can be viewed here.

      🔔Note: To view licenses assigned to the whole account or to add additional licenses, this must be done at the account level. See above.

      User: Statistics

      Shows the selected user statistics, including activity over the past 12 months and reports accessed.

      See the example graph below, which shows activity over a period of 12 months. 

      User: Preferences:

      Client administrators can make several preferences, specifically for the selected user.

      See some of the key preferences below:

      Advanced: 

      • Can impersonate other users: When the Single-sign-on API is enabled, this allows non-client admins to impersonate other users via a link generated through the APIs.

      Download Options:

      • Download only experience: When true, the user will only be able to search and download content. This preference overrides "Prevent Full Download preference".
      • Enabled report export file types: Limits the generated file types the user can download from the report content or search. This does not affect attachments, print copies or uploaded as a main deliverable file, and does not prevent download of the file inside of PDF or Slide Viewer.
      • Prevent Full Download: When enabled, users will not be able to download full report files. Users will still be able to view full reports online and add content (sections, chapters, tables and charts) to clippings to download.

      User: Personal Library

      Custom reports generated by the user's clippings can be viewed here. 

      Once the user has saved a group of clippings, they will be added to a new custom report.

      They will then appear under the 'Personal library' Tab.

      See below

      User: Content Notifications

      Admins can amend User Category interests and Email frequency for the personalised content notifications feature here.

      For more information, see Personalised Content Notifications.

      This is a paid-for, optional feature that must be enabled for your site if it is not currently available.

      🔔Note: See Personalised Content Notifications: Overview

      Please contact support@contentcatlyst.com if interested in this feature.