Adding New Users and Groups

SlideRocket is a powerful and time-saving collaboration features allows people in an organization to share Assets, Library Slides, Presentations and Themes with each other. SlideRocket users can set permissions on each of these objects, allowing them to determine access to and involvement by other users or groups.

Below are specific steps that will help guide you through the process of setting up and managing users and groups in your Company account.

 

How to Add New Users

1.      Click the Account tab.

1.      Click Manage Users and Groups

2.      Click on the Add User button Untitled-3.jpg.

3.      Fill in the requested information including the proper role for each user:

a.      Administrators can:

                                                              i.      Use all of the functionality in the Editor

                                                            ii.      Create new users and groups

                                                          iii.      Delete users and groups

                                                           iv.      Change the billing plan

                                                             v.      Set capabilities for groups

b.      Standard Users can:

                                                              i.      Create new presentations and slides

                                                            ii.      edit any presentations for which they have permission

                                                          iii.      Share any items they create or import with others

4.      Click OK

Advanced Note: Users added in this way are not alerted via email that their account has been created, and therefore will need to be personally notified of their ability to start using the account.  Each user will also need to be notified of their username and password for the account.

How to Delete Users

1.      Click the Account tab.

2.      Click Manage Users and Groups

3.      Click on the user’s name.

4.      Click on the Delete user button. Or, right click on the user’s name and select the “delete” option.

5.      Select another user to take ownership of all presentations, slides, assets and themes owned by the user you intend to delete.

6.      Click Ok to confirm the deletion of the user and the transfer of ownership.

How to add new Groups

Creating a Group will allow you to quickly share Presentations, Slides, Assets, and Themes with multiple people at once, while still enabling you to control each users level of access.

1.      Click the Account tab.

2.      Click Manage Users and Groups

3.      Click on the Groups tab.

4.      Click on the Add Group button Untitled-3.jpg

5.      Fill in the group name and click OK

Advanced Note: To add users to the new group click on Add Users to group. Use the arrow keys to add the users and click Ok.  To remove a user click on the group, highlight the user by selecting his/her name then click Remove User from Group.

How to Delete a Group

1.      Click the Account tab.

2.      Click Manage Users and Groups

3.      Click on the Groups tab

4.      Click on the group to be removed

5.      Click on the delete group button . Or, right click on the group’s name and select the “delete” option

6.      Confirm the group is to be deleted by clicking Yes.

 

Setting Capabilities for Groups

Capabilities allow administrators to customize the various features of SlideRocket for their specific groups.  This further allows administrators to control ways in which standard users interact with and access the various features.

Since Capabilities cannot be customized to an individual user within a group, any user that is added to the group will inherit the existing set capabilities for the group.

Note: Capabilities are never applied to Administrators regardless of which groups they may be members of.

1.      Click the Account tab.

2.      Click Manage Users and Groups

3.      Click on the Groups tab

4.      Click on the Group

5.      Click on Change Capabilities

6.      Select the capabilities the group needs restricted by removing the check in the box next to the description

7.      Click Ok to save changes

 

Advanced Note: Users in multiple groups will receive the most restrictive permissions.