Users & Licenses

31min
1.0 - Overview
Begin by adding, deleting, modifying, the hub users in the Select Groups screen.
Click the Settings button in the top right corner of the Home Page.
Administration - Users
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Click Users button.
Manage Users screen will open.
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Manage Users
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The User panel displays five fields:
Active: If checked, then the user is active. 
Username: The email address of the user when first created. (The corporate email address may be changed at a later time but the username cannot be changed) 
Full Name: The full name of the user in the format <last name>, <first name>.
Organization: The organization to which the user belongs.
Delete button
1.1 - Add User﻿
To add a user:
Click on the Settings button in top right corner.
Click Users button.
Click Add User. The Create User dialog appears.
Complete the following User Information fields:
First name: Enter the user’s first name.
Last name: Enter the user’s last name.
Corporate email:  Enter the user’s email address. The email address is used as the user login. The corporate email can be changed later, but the users login will not change.
Newsroom system log in: Newsroom system (e.g. ENPS, iNews) login. This is required for CAMIO integration. If there is no newsroom system, then this login is not required. 
Password: Enter user password.
Confirm password: Re-enter user password.
Organization: This field is prepopulated.
Click Create User.
An email will be sent to the user at their corporate email notifying them of the account and the password.  Users should change their password after they log in.
At this point the administrator can continue filling in user information:
Set Up Contact Information
Email2
Work Phone
Cell Phone
Home Phone
Other
Set Up Account Settings
Time Zone
Language
Order List Auto-Refresh Rate
Set Up User’s Administrator and Services Permissions.
User Type (Administration)
Charts
Maps
News
Order
Quotes
Track
Assign User to (User) Groups
Assign User to Projects
Set Up User’s Notifications 
Allow user to edit the notifications.
Keep session alive for background notifications.
1.2 - Edit User
Once a user has been created, then additional information is added via the Edit User page.
To access the Edit User page:
In the list of users, click the Username of the specific user. The Edit User page opens.
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Edit User
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The page is divided into administrative segments.
Account Settings
User is approved:
If enabled, the user has access to Axis.
If disable, then the user no longer has access to the system and all of the user’s seats are relinquished, and the user’s specified service roles are not honored.
User is currently locked out:
Users may get locked out for incorrectly entering their password multiple times.
If enabled, then the user has entered invalid credentials and cannot yet access the system.
If disabled, then the user can retry credential entry.
Other User Settings: All other user settings shown in the Add User section can be edited. 
1.3 - Search for Users
To search for a user or user:
Click the Field Selection dropdown, then select the desired field(s) to search.:
Enter the search term in the field to the right of the Field Selection dropdown.
Click Search Users. The results display.
Clear Search and Redisplay Full List:
To clear the search and redisplay the full list.
Delete any search term from the field to the right of the Field Selection dropdown.
Click Search Users. The full list of 
1.4 - Sort Users
You can sort the user list by Username, Full Name or Organization. The last sorted column displays an arrow.
To perform a sort:
Click the Username, Full Name, or Organization column heading. The list sorts by the selected column.
To reverse the sort order:
Click the heading of the column that you just sorted. The list reverses the sort order.
1.5 - User Roles
User Roles grant users various privileges across the Axis services. Administrators can view and manage User Roles for their organization in a spreadsheet format. User Roles can also be managed individually through the User menu. 
In the organization hierarchy list at the left of the page, select the organization, station or department. The Manage User Roles page opens.﻿
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Manage User Roles
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The Manage User Roles page displays the following elements:
List of groups and stations.
A table that contains the usernames, the specific services to which they have access, and the level of access for each service.
The numbers of Active users and Available seats are displayed under the name of each service. A new user cannot be added to a service if there are no available seats.
2.0 - User Type (Administration)
Super User (Administrator): The user has all Axis Administration User rights on the Administration (Organization) level, plus User, Group, and Project administration privileges.
The Super User (Administrator) can view and edit the items in Home > Administration.
User: The user has access to the Axis system (User rights).
The User cannot view or edit the items in Home > Administration.
2.1 - Charts
None: No access
Super User: The user has Charts user rights, plus Charts administrative privileges.
User: The user has Charts user rights.
2.2 - Maps
None: No access
Super User: The user has Maps user rights, plus Maps administrative privileges.
User: The user has Maps user rights.
2.3 - News
None: No access
Super User: The user has News user rights, plus News administrative privileges.
User: The user has News user rights.
2.4 - Order
None: No access
Super User: The user has all Order user rights, plus Order administrative privileges.
User: The user has Order user rights as determined by assigned roles and projects.
Limited User: The user has access to orders to which the user is assigned.
2.5 - Quotes
None: No access
Super User:  The user has Quotes user rights, plus Quotes administrative privileges.
User: The user has Quotes user rights.
2.6 - Track
None: No access
Super User: The user has Track user rights, plus the ability to upload templates.
User: The user has Track user rights.
2.7 - User Groups
Home > Administration > User Groups
3.0 - User Group Overview
The organization can create User Groups on the organization or station, department level, or across the organization. User Groups make it easier to assign.
To access User Group settings:
In the organization hierarchy list at the left of the page, select the organization, station or department. The list of groups for the selected level appears. If no groups exist, then the Group Name column displays “No User Groups for this Organization.”
3.1 - The Manage Groups page
List of groups and stations.
A table that lists each Group Name and the Organization with which it is affiliated.
An individual’s User Group settings can also be edited via Administration > Users > Edit User > Groups.
3.1 - View User Group
To view a user group:
In the organization hierarchy, select the top-level station group, station, or department to view. The list of associated User Groups is displayed.
Click the User Group to view. The Edit Group page appears.
There are two Display modes:
Add: This view allows the User Group member list to be edited. Note that the organization hierarchy is displayed. If the list is not displayed, then click the arrow to the left of Users to view. See Add/Remove/Edit Group Members for information on adding or editing User Groups.
View: This allows the list to be viewed, and for names to be deleted from the User Group.
3.3 - Add User Group
To add a User Group:
Click Add a Group button. 
The Add User Group dialog appears.
Manage Hub Users
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Enter a group name in the Name field, and then click Add Group. 
The new group appears in the group list.
3.4 - Add/Remove/Edit Group Members
Once a group has been created, users can be added to or deleted from the group.
In the group list, click the name of the group to which you would like to add members (users). The Edit Group page opens.
Click the arrow to the left of “Users.” A list of all possible members of the group are displayed.
Add or remove members as follows:
To select a user to add to the group, click the unchecked checkbox, in the Select column, to the left of the user’s name.
To select all users to add to the group, click the unchecked checkbox at the top of the Select column.
To remove a user from the group, click the checked checkbox, in the Select column, to the left of the user’s name.
To remove all users from the group, click Clear all.
Click Save Group. You may have to scroll to the bottom of the page to access the Save Group button.
3.5 - Edit Name of Group
To edit the name of the group:
In the group list, click the name of the group to which you would like to add members (users). The Edit Group page opens.
Edit the name.
Click Save Group.
3.7 - Delete a User Group
To delete a User Group:
Click the Delete icon in the row that contains the User Group name.
3.8 - Seat Allocations
Chyron sets the total seat allocations for each Axis Service as per the Axis contract for the Organization as a whole.
The Organization administrator sets the seat allocation for each service for the Station Group and each Station.
Click Settings button in top right corner of main page.
Click Seat Allocation button..
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Manage Seat Allocation
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The top row, named Total Seats, displays the following data on the Organization level:
The total number of seats contracted for each Axis Service for the entire Organization.
The number of seats allocated for each Axis Service for the entire Organization.
The number of seats available for each Axis Service for the entire Organization.
The total number of seats contracted for each Axis service is the sum of the number of seats allocated for each service, plus the number of seats available for each service.
The second row, identified by the Station Group name, displays seat allocation information at the Station Group. The seats allocated to the Station Group are distinct from the seats allocated to individual stations. In this context, Station Group users can be thought of as a station, with its own set of services and seat allocations.
The total number of seats designated for each service at the Station Group.
The number of seats allocated for each service at the Station Group.
The number of seats available for each service at the Station Group.
Each row below the second row, identified by <Station Group Name>::<Station Name>, represents a Station in the Organization, and displays the following data on the Station level:
The total number of seats designated for each service at the specific Station.
The number of seats allocated for each service at the specific Station.
The number of seats available for each service at the specific Station.
Example:
An organization that contains a station group under which there are four stations, has 100 News seats available.
 For each seat allocation:
Enter the number of seats to be allocated for the specific service at the specific station.
When all seat allocations have been set, then click Save. It may be necessary to scroll to the bottom of the page to access the Save button.
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