This lesson shows how to set up new customers.

1. Module 2: Creative Workflow and Asset Library
4
Lesson
Create the Customer Account and Add Users
How This Lesson Will Help You
The Staff user who is employed by the Agency completes a setup process for
each new customer. This will enable the customer to collaborate with the
Agency using the Creative Workflow/Asset Library application.
This lesson shows you how to setup the customer account, add users, and assign
Role-Based Rights to these users.
Topics in This Lesson
After completing this lesson, you will be able to:
• Logon to Creative Workflow Application as the Full-Access Staff User
• Create a Customer Account, Users, and Assign Role-Based Rights
• Change and View User Roles and Rights
• Describe the Web Interface Application
• Describe the Kodak InSite Desktop Software
Logon to Creative Workflow Application as the Full-Access
Staff User
In order to setup the customer and users, the Full-Access Staff user must:
• Logon to Creative Workflow Application as the Full-Access Staff User via the
web interface only.
• Create the client account.
• Create users who will work on the customer's account.
• Assign Role-Based Rights to the users created.
• Create user groups, as required
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2. Create the Customer Account and Add Users
.
Activity: Logon to Creative Workflow and confirm
role
1. Launch a web browser.
2. Type the application’s URL in the Address field.
3. Press ENTER.
4. Type the Full-Access Staff username created in the previous lesson in the
Username field.
5. Type the Password created in the previous lesson in the Password field.
6. Click Login.
7. In the upper right corner of the toolbar, click the P icon or your login name, if
using theme look, to edit your user profile settings.
8. Scroll to the bottom of the page
9. Under the Site heading, the rights assigned to your role appears for Customer,
Project, and Library access.
Notice the icons beside the Project Role and Library Role headings.
10. Click the icon either beside the Project Role or Library Role heading to view
the event notification for your account.
Note that you can change your own notification settings if you have a role
with Manage Access user rights.
Create a Customer Account, Users, and Assign Role-Based
Rights
Each new customer (client) is setup with a specific customer account.
Activity: Create a customer account
1. Log on as the Staff user (Site Manager) to the Creative Workflow Web
browser.
2. On the toolbar, click the Customer icon (if the Customer Page is not the
default).
3. From the Customers page, click Add Customer.
4. On the Create customer account page, enter the customer's company name
(for example, YourName_Company), address, and any relevant comments.
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3. Module 2: Creative Workflow and Asset Library
5. Click Create Account.
The customer account is created and the Customer Administration page
appears.
Note: The e-mail account of the person who logged on is preset in the CSR e-mail box.
Users and Role-Based Rights
Users are initially setup attached to a customer-specific account. Using this
approach, a customer is setup so they only have access to their projects.
However, there is flexibility for Agency employees who work for multiple
customers and fulfill varying responsibilities for their customers.
For example the agency’s graphic designer may be responsible for uploading
elements for use in projects when working with ABC Company but may also
archive elements to the library when working with XYZ Company. Therefore, the
responsibilities will be assigned differently for the same person between ABC and
XYZ Company.
Roles Assigned to the Graphic Designer for ABC Company Access:
• Customer Role: No Access assigned since you do not want the graphic
designer to manage access to the customer account.
• Project Role: Content Manager is assigned so graphic designer can upload
elements to a project
• Library role: No Access is assigned since the graphic designer will not upload
elements to the customer’s library.
Roles Assigned to Graphic Designer for For XYZ Company Access:
• Customer Role: No Access
• Project Role: Content Manager
• Library Role: Content Manager
Apply Creative Workflow Roles to the Agency and Client Environment
In an environment where both the Agency and client have access to projects and
libraries through Creative Workflow, the roles assigned will vary depending on the
responsibilities of the individual.
WHERE does this user WHO is this user? What WHAT role level should
work? responsibilities or titles this user have in
does the user have? Creative Workflow?
Agency IT Administrator/Site Administrator Role
Manager
• Headquarters
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4. Create the Customer Account and Add Users
WHERE does this user WHO is this user? What WHAT role level should
work? responsibilities or titles this user have in
does the user have? Creative Workflow?
Agency Photographer Library and Project Roles
• Satellite Office
Agency Graphic Designer Project and Library Roles
• Satellite Office
Client Content Approver Project Role
Freelance Photographer Project Role
For more information on Role-Based Rights, use the online help and see Role-Based Rights in the
Creative Workflow 3.0 User Guide.
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5. Module 2: Creative Workflow and Asset Library
Activity: Create the user for the customer
account
1. Log on as the Site Manager to the Creative Workflow application.
2. On the toolbar click the Customers icon (if the Customer Page is not the
default).
3. Click on the letter corresponding to the first letter for the company name you
created.
4. Scroll to the Company Name.
5. Click on the Company Name link.
6. On the toolbar, click Administration.
7. On the Customer Administration page, click Manage Access.
8. Click Add New User.
9. Enter the following:
User's unique username: YourInitials_GD
–
Password: Password
–
First Name: Your first name
–
Last Name: Your last name
–
E-mail: Your e-mail
–
10. Click Add user.
The new user is added to the customer account. The Customer, Project, and
Library roles appear.
11. From the User/Groups with Access assign the following:
Customer role: None
–
Project role: Task Manager
–
Library role: Content Manager
–
Notice that a red dot appeared indicating that a change was made.
12. Click the information icon which appeared beside the role, once it was
changed, to view the rights associated with the role selected.
13. Click Update.
14. Add the users listed and assign roles for each of them under your company
name.
List of users for your company:
• Content Manager/Reader
Username: YourInitials_CM
–
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6. Create the Customer Account and Add Users
Password: Password
–
First Name: Your first name
–
Last Name: Your last name
–
E-mail: Your e-mail address
–
Customer role: No access
–
Project role: Task admin
–
Library role: Content manager
–
• Photographer
Username: YourInitials_PH
–
Password: Password
–
First Name: Your first name
–
Last Name: Your last name
–
E-mail: Your e-mail address
–
Customer role: No access
–
Project role: Task approver
–
Library role: Content manager
–
• Client
Username: YourInitials_Client
–
Password: Password
–
First Name: Your first name
–
Last Name: Your last name
–
E-mail: Your e-mail address
–
Customer role: No access
–
Project role: Task approver
–
Library role: No access
–
If a company would like to minimize the number of unique usernames that their staff must remember,
use the Invite New User button. This enforces the e-mail address as the unique logon identifier.
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7. Module 2: Creative Workflow and Asset Library
Change and View User Roles and Rights
You can edit user role rights and also view at a glance the roles assigned to a
specific user at the customer, project, and library roles.
To change or manage role-based rights for a customer user
On the Creative Workflow toolbar, click Administration.
1.
2. Click Manage Access to change the role based right for each user at the
Customer, Project or Library role levels.
3. Assign the Access Manager role at the Customer level for the Content
Manager.
4. Click Update to save your changes.
Describe the Web Interface Application
Often there is a discrepancy between the type of equipment used by an Agency
and customer (client) when collaborating on projects. Creative Workflow
supports a web graphical user interface that can be accessed by users with
limited computer capability.
Web Interface
Creative Workflow web interface
In the Creative Workflow environment, the Desktop Software used on a
Macintosh computer adds enhanced functionality for the power user. The
enhanced functionality includes:
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8. Create the Customer Account and Add Users
• Drag and drop functionality.
• Ability to perform task administration functions such as edit and delete a
task.
• Set final status for a task or make a task activity.
• Detailed project manager view of tasks.
• View elements in a gallery, list or table mode.
• Support for pick lists that can be used to collect elements from multiple
projects or libraries for download or copy into another project or library.
Note: Customer and account creation cannot be done using the Desktop Software. But you can now
change roles in Desktop Software.
To download and access the Desktop Software on a MAC
1. Logon to the Creative WorkflowCreative Workflow application.
2. Click the Download Syd link at the bottom of the window.
3. Move the Desktop Software icon to the applications folder in the Desktop
Software dialog box.
Once this is downloaded, a message appears indicating that the application
has been added to the application folder.
4. Open Finder, click Applications.
5. Drag the Desktop Software icon to the dock, and double-click the icon to
launch it.
6. Enter the Server URL provided by the instructor to access Creative Workflow.
7. Enter the Site Manager’s username and password that you created.
8. Click Connect.
Describe the Kodak InSite Desktop Software
At an agency, power users may work on Macintosh computers with 30quot; monitors
and sufficient server space for quick rending performance. The Desktop
application provides increased functionality and complexity that is designed for a
power user.
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9. Module 2: Creative Workflow and Asset Library
Desktop Software
Kodak InSite Desktop Software - Elements Tab Icons
A number of icons appear across the bottom of the elements view in the Desktop
Software. These provide quick access to various frequently used features and
functionality.
Desktop Software - Elements Tab Icons
Use This To
Tool
Identify whether the connection is encrypted or not encrypted
Identify whether the application is connected to the server
Access a list of options for managing projects and libraries
Arrange the elements into a gallery view
Arrange the elements into a list view
Arrange the elements into a table view
Upload an element
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10. Create the Customer Account and Add Users
Use This To
Tool
Download an element
View and edit the attributes of an element
Access a list of options for managing elements
Toggle the Heads Up Display (HUD) which gives quick access
to the element’s color profile
Toggle the Pick List on and off
Change the thumbnail size of the elements
Access the help files
Desktop Software for the PC-based Computers
The PC version of the Desktop Software contains many of the same features
available in the Mac version. Review Creative Workflow 3.0 Release Notes for a
listing of the functionality set available on the pc.
Lesson Summary
After completing this lesson, you are now able to:
• Logon to Creative Workflow Application as the Full-Access Staff User
• Create a Customer Account, Users, and Assign Role-Based Rights
• Change and View User Roles and Rights
• Describe the Web Interface Application
• Describe the Kodak InSite Desktop Software
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