The Administer User Accounts screen displays a list of all defined user accounts. Each user name is a link that opens the Define User Account screen. Links on this screen lead to user settings that can be changed for only that single user account. If the user is a member of a group, the group name is a link that opens the Group Settings screen, containing settings that can be changed for the entire group.
From the Administer User Accounts screen it is possible to:
· Add a new user account
· Assign users to a group
· Edit existing user account settings, including deleting the accounts
· Edit existing group settings
Figure 27 Administer User Accounts
To create a new user account, click the [Add User Account] button.
· User – Fill in a user name. User names are not case sensitive, and can be composed of letters, numbers and symbols. User names can also contain spaces. User names must be unique if users are not assigned to a group. Users assigned to different groups may have the same user name as long as the combination of user name and group name is unique.
· Group – Assign the user to a group if desired. Groups are optional and can be left blank. However, users must be assigned to a group in order to use the team collaboration features. Only members of the same group can collaborate on email jobs. The combination of user name and group name must be unique. There cannot be two users with the same name in the same group, although there may be two users with the same name in different groups.
· Password – Assign a password. All passwords are case sensitive, and must be at least five characters long.
· Confirm Password – Retype the password to confirm it.
Figure 28 Defining User Account
Check The user is allowed to change his password if you want to grant the user permission to change his or her password. Uncheck this option to revoke this privilege. Click [Save] to save the account information and continue. Click [Cancel] and the new user will not be created.
Once a new account has been created, it must be edited to assign single user settings. To edit existing account information, click on the account you want to edit. The Account Administration screen opens. Click on User name, group and password to edit a user’s name, group, and password. Alternatively, select Maestro User Interface to control how the user interacts with the Maestro User Interface.
Figure 29 Editing Account Information
To change the user name, group, or password of an existing account, click on User name, group and password. The Define User Account screen opens. To keep an old password while changing other settings, leave both password fields blank. To delete an account, click the [Delete] button.
After an account is initially created, click on Maestro User Interface to open the selection list for all user specific settings. This list will vary depending on whether the user is a member of a group (a group user) or not (a single user). The selection list displayed in Figure 29 is for a single user who is not part of a group. The selection list displayed in Figure 30 is for a group user.
To edit settings at the group level, click on the name of the group from the Administer User Accounts screen (see Figure 27).
Click on any setting to open a screen to edit the setting.
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Figure 31 |
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Settings can include any of the following:
User Right Settings – The user rights apply only to the configured user, even if the user belongs to a group. Check the boxes next to the privileges to be granted to the user. Uncheck the boxes next to the privileges to be revoked from the user. User rights settings include:
· The user may create new Jobs – Grants the right to create new jobs. If the user is a member of a group with the right to create new jobs, it is necessary to also define who owns the jobs that are created by this account. Jobs can be owned by the account that creates them, or by another group member, selected from a drop‑down menu of existing accounts in the group.
If jobs created by one account are owned by another group member, when the user creates a new job, the ownership will be set to the other group member and the team collaboration default preferences of that account are applied.
Important: If the owner account of a job that another account tries to create has not given that account at least one right in their team collaboration default settings, then the creating account will not be able to start a new job, and an error message will appear on the Start New Job screen.
· The user may create new Reports – Grants the right to create new reports. Existing reports are available for all members in a group.
· The user may create new Sender Profiles – Grants the right to create new sender profiles. Existing sender profiles are available for all members in a group.
· The user may create new Drop-In Content Elements – Grants the right to create new drop-in content elements. Existing drop-ins are available for all members in a group.
· The user may administer Target Groups – Grants the right to administer existing target groups and to create new recipient target groups by providing access to Recipients Target Groups Wizard.
· The user may administer hosted Recipient Datasets – Grants the right to administer recipient datasets in the recipient warehouse. This includes creating, editing, and deleting datasets, hosted lists, and individual subscribers. It also grants the right to administer target groups.
New users will default to having all privileges granted except the right to administer Target Groups and administer hosted Recipient Datasets. (For more information on target groups and hosted recipient datasets, see the LISTSERV Maestro Database Administrator’s Manual.) If certain privileges are revoked, the user will see a slash through the icon(s) in the Maestro User Interface that accesses the corresponding function(s).
Figure 32 User Right Settings
LISTSERV Connection – The LISTSERV Connection can be set at several levels. The widest level of setting is the Global Component Setting, which defines the global default LISTSERV Connection on the application level (see Section 7.2 Application Default Settings). These settings will be used as defaults for all accounts that do not have individual settings for group or user level.
The next level is the default setting for a group. To set the LISTSERV settings for an entire group in the user list, click on the group name (appears only if the account belongs to a group). If defined on the group level, the group settings will override the global default settings for that group. The settings will apply to all accounts in the group, except for the LISTSERV Client Address and LISTSERV Client Password settings. These two settings may be configured individually for each account in the group. Accounts in the group for which they are not configured will use the group's settings as the default.
Individual accounts are the last level of settings for the LISTSERV Connection. Individual accounts can belong to a group (group user) or not belong to a group (single user). Settings for individual accounts will override default group and global settings. To set the LISTERV Connection for an individual account, click on the user name from the user list. The screen that opens is different depending on whether the account is a group user or a single user. Single user accounts can have all LISTSERV Connection settings defined (see Figure 32). Group user accounts can only define the LISTSERV Client Address and LISTSERV Client Password settings (see Figure 34). These individual group settings result in a different LISTSERV email address for each user so that jobs can be identified by owner in the LISTSERV logs.
Figure 33 Default LISTSERV Connection for a Group with Dedicated Bounce Server
Figure 34 LISTSERV Connection for a Single User without a Dedicated Bounce Server
Figure 35 LISTSERV Connection for a Group User
For information and instructions on how to fill out the fields for setting the LISTSERV Connection, see Section 6 LISTSERV and LISTSERV Maestro. For information about setting a special external host name, see Section 6.2.1 Specifying the LISTSERV Host with Different Internal and External Names. For information on setting up a dedicated LISTSERV instance for processing bounces, see Section 6.2.2 Specifying a Separate LISTSERV Instance for Processing Bounces.
Note: To prevent inadvertent sharing between groups, each group should have a separate LISTSERV connection client address and password. For extra security, use a separate LISTSERV instance for each group. Remember that each LISTSERV instance requires a separate license, but multiple LISTSERV instances can run on a single Windows server.
Tracking URL – Enter the Tracker URL for the user. Each user or group can have a different Tracker URL, although they all must lead back to the same tracker component. The domain name must resolve to an IP address on the server where the tracker component is installed.
Figure 36 Tracking URL
Size Limits – Sets a size limit for email messages. The size limit for an email message applies to the total byte size of the message after all transfer encoding and MIME multipart wrappers have been applied. If the message exceeds the size limit, the delivery will fail.
Figure 37 Size Limits
Job ID Prefix – A Job ID Prefix is an optional part of the Job ID. The prefix comes before the system generated Job ID and is separated by a hyphen. Allowing, disallowing, or presetting Job ID Prefixes for users takes place by selecting the corresponding option button and entering the prefix. For more information on job ID prefixes see the LISTSERV Maestro Users Guide.
Tip: Use preset Job ID prefixes to identify jobs from different groups or users more easily. For internal chargeback purposes, the Job ID can be extracted from the job name and base charges on records in LISTSERV's system changelog. If no such identification is necessary, select Any job ID prefix allowed to give users a way of grouping jobs.
Figure 38 Job ID Prefix
Content Restrictions – This option defines restrictions for the content of email messages. In the top section of the screen, select the option button to allow or disallow an AOL formatted alternative for HTML email messages. For more information on HTML messages, see the LISTSERV Maestro User’s Manual. The AOL alternative is obsolete and not recommended.
In the bottom section of the screen, create a “positive list” of all files and/or URLs that will be available for drop-in content. If the list is left blank, no drop-in content in the form of files and/or URLs will be allowed. See the online help for more information on using this setting.
Figure 39 Drop-In Content Restrictions
Recipients Restrictions – In the top section of the screen, set the type of recipients available for use for an email job. If Disabled is selected, the option will appear grayed out in the Maestro User Interface, and the user will not be able to select it. If Hidden is selected, the recipient type will be disabled and will not appear at all in the Maestro User Interface.
In the lower section of the screen, set the recipient upload restrictions by entering a file name and path if the recipients will be taken from a file on the server "just-in-time" before the job is sent. If the list is left blank, no file access will be allowed. See the online help for more information on using this setting.
Figure 40 Recipients Restrictions
To set component settings for a group, click on the group name. The Group Settings screen opens and will list the component settings:
· Default LISTSERV Connection
· Tracking URL
· Size Limits
· Job ID Prefix
· Content Restrictions
· Recipient Restrictions
· Hosted Data Settings
· Tracking Restrictions
The screens that configure these settings are very similar to the screens that configure single user settings. The difference is that settings configured at the group level will affect all members of the group whereas settings configured for the single user will only affect that user.
A variation to this rule is the group default LISTSERV Connection. If defined on the group level, the group settings will override the global default settings for that group. The settings will apply to all accounts in the group, except for the LISTSERV Client Address and LISTSERV Client Password settings. These two settings may be configured individually for each account in the group (accounts in the group for which they are not configured will use the group's settings as the default). To set the LISTERV Connection for an individual account, click on the user name from the user list. The screen that opens is different depending on whether the account is a group user or a single user. Single user accounts can have all LISTSERV Connection settings defined (see Figure 32). Group user accounts can only define the LISTSERV Client Address and LISTSERV Client Password (see Figure 33).
Tracking Restrictions – This option defines the type of tracking that will be available, by default. To enable a tracking type, select Enable. To disable, but still display the tracking type, select Disabled. To disable and hide a tracking type, select Hidden. To use the default setting, select Use Default.
Figure 41 Tracking Restrictions
Note: For information on setting the default tracking restrictions, see Section 7.2 Application Default Settings.
Hosted Data Settings – Defines the settings for hosted recipient data.
· General Hosted Data Settings – Defines an external host name under which subscriber access pages are accessible to subscribers. This should be the same host that the Maestro User Interface (LUI) is running on, but if the host has a different external host name, enter it here. If left blank, then the default will be used.
· Hosted List Settings – Select the type of hosted list the group members can create.
Figure 42 Hosted Data Settings
If Hosted LISTSERV Lists will be used, optional suffixes for the LISTSERV lists can be used by selecting the option. Since there may not be more than one list with the same name on the same LISTSERV server, employing automatically generated or individual group/name suffixes for LISTSERV list names prevents list creation errors due to duplicate list names. See the online help for more details about suffixes.
Tip: By installing separate LISTSERV instances, and configuring the LISTSERV connection for each user/group to use a different LISTSERV instance, then the use of suffixes is not necessary to distinguish between lists. Separate instances will also give each group a separate LISTSERV Web Interface for their lists.
Note: The Suffix field is only visible if the Use individual user/group name suffixes for LISTSERV Lists option was selected while setting up the default hosted data settings. For more information, see Section 7.2 Application Default Settings.
To delete a user account, select the user from the Administer User Accounts screen. Click on User name, group and password, and then click on the [Delete] button. Confirmation of the selection prior to the deletion of the account is required. Any jobs, reports, sender profiles, and drop-in content elements owned by that user become “orphaned” and need to be reassigned. See Section 10 Special Administrative User Account.
