Finding and adding a user to a library team and saving the search
An administrator creates library teams as library roles in the Central Designer Administrator application. A user must be assigned to the corresponding role to be added to a team.
For example, if a user is assigned to the Librarian library role in the Central Designer Administrator application, the user must be a member of the Librarian library team for a library (in the Central Designer application) to work in the library. You assign users to roles in the Central Designer Administrator application and to study and library teams in the Central Designer application. You assign a user to a library team for the selected library only.
Note: To view all users, click Find without entering parameters. Depending on the size of the repository, this search might take several minutes.
To add a user to a library team:
- Open a library project and select the library containing the team to which you want to add a user.
- Select the Users Browser.
- Optionally, to name the search:
- Select Actions > New Search. The Actions menu is located at the top of the browser.
The New search dialog box appears.
- Type a name for the search, and click OK.
The name of the search appears on a tab to the right of the browser.
- In the Enter search text field, type text that appears in the user's name or display name, title, first name, or last name.
- To include categories and keywords as parameters, click the down arrows button (
) next to the Search Filter, and then:- Optionally, select the Categories tab, and select one or more categories.
- Optionally, select the Keywords tab, and select one or more keywords.
The parameters you select appear in the field below the Search Filter.
- Click Find.
The Central Designer application performs a search based on your search criteria. For more information about how searches work, see Users Browser searches.
- In the Project Explorer, select the Library Information Explorer bar.
- Select the library.
- Select the Teams tab.
All teams created in the library scope in the Central Designer Administrator application appear in the workspace.
- In the [Study name] - Teams section, select a team.
The name of the team appears above the right section on the tab.
- In the Users Browser, select a user, and drag the user to the right section.
The user is added to the team. You can add the user to more teams or add different users to teams.
Note: You can also add a user to a team by dragging the user directly to the team name in the left section.
Note: The user that you added must log out and log on again to have the privileges associated with the team.
To save the search:
- Select Actions > Save Search to Repository. The Actions menu is located at the top of the browser.
The Save Search to Repository dialog box appears.
- Optionally, type a description for the search.
- Select an option:
- Just me—Only you can see and use the search.
- Everyone—Everyone can see and use the search.
- Click Save.
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