To access the view-only shared document, which you can copy and customize for your own purposes, go to 5th Kind CORE Guide_Adding and Managing Users.

Note: User role templates are setup with system admins and clients during the onboarding phase. The enclosed roles are just examples of potential client roles. The user guide for roles and adding users should be customized and provided to studio and production teams who have permissions to create roles and add users.

To learn more, go to the articles Managing Users and Managing User Roles.

CORE Guide:  Adding & Managing New Users

In this guide:

1. Add Individual Users
2. Batch Add Users
3. Create User Lists
4. Add User Roles

Note: For the best CORE experience, use the Chrome browser. CORE is also supported in Safari as well as Firefox. 

Add a New User

To add an individual user, go to Users

From the Manage Users tab , select +New User  button.

1. Enter at minimum the required fields which have red text*
   
   • First Name
   • Last Name
   • Username
   • User Role
     • All users require a user role. A User Role is what gives users their permissions. Go to Add User Roles, for instructions to create one.
   • Company
   • Department
   • Position 

**NOTE: To add assistants to email notifications for their executives, go to the executive's user profile. Go to the CC field, and add the email address on the assistant's user account. The assistant must have a CORE account to be added to this field and receive notifications.

2. Scroll down to the Activation section, and turn on any requirements needed for the user:
   • Example: Add an Expiration Date to deactivate a user on a certain date 
   • Example: Mark user as Sensitive to hide them from most users except System Admins and those with permissions to view Sensitive users

3. Go back to the top, hit Save. Or, hit the cancel X if needed.
4. The page will refresh to an Existing User Profile

Bulk Add New Users Via CSV

For more details on this workflow, read our article: Add and Update Users with CSV. 

Create CSV for Importing

1. Download the CSV template for adding and updating users.
2. Here is an example csv with pre-populated information.
3. Populate and format your CSV according to CORE guidelines.

Import Users With CSV

1. Once your CSV is created, go to the Users section .
2. In Manage Users tab , select the Import from CSV  button .
3. The Create option should be selected by default. If it's not, select it.
4. Hit the Choose CSV File  button. Select your file.
5. A message will appear that your file is importing, and you'll receive an email notification once it's complete.     

6. Go to your email for the email notification.
7. The notification will show the number of successfully imported users, and if there are any failures, it will list how many accounts and which ones they are.
8. If any users fail to import, go to the Add Users Via CSV article for troubleshooting and reimporting the remaining users.

Build Your Own User Lists

If you’re more than a view-only user with the ability to share your own files, you can make user lists. To do so, go to your Users .

1. Select User Lists at the top 
2. Select the green New User List button to add a new User List 
3. Name the list
4. Select +, to add your desired recipients
5. Save List

You can create as many user lists as you need in any combination of users. 

Using Your User Lists

Once you’ve created your user lists, they will appear in the dropdown recipients list when sharing packages.  Put your cursor in the Add Recipient field, and the lists will appear first in the dropdown. Below is an example.

User Roles

Every user needs to be assigned to a user role. To create a set of new user roles for an upcoming production, you’ll need to create (#) roles as decided by your team.  For example, below are a set of standard roles you could create for each production:

DAILIES RECIPIENTS

All view-only dailies recipients should be assigned to a user role called Dailies Viewers. This role has been created as a part of the system setup. Just add view-only users to this role. You do not need to create it for every production.

DAILIES VENDORS

When adding a new production, create a new Production Name_Dailies Vendor role. To create this role the first time, save the Template_Vendors role to your templates. For the first role and all others moving forward, do the following:

1. Create new role from template
1. Name it Production Name_Dailies Vendor
2. Scroll down and select the Production
3. Save the role
2. Select the User Access Rule
1. Go to the User View Rule
2. Select the Production
3. Double check the Department is set to Editorial
4. Save the rule

PRODUCTION EDITORIAL TEAMS

When adding a new production, create a new Production Name_Editorial role. To create this role the first time, save the Template_Production Editorial role to your templates. For the first role and all others moving forward, do the following:

1. Create new role from template
1. Name it Editorial_Production Name
2. Scroll down and select the Production
3. Save the role
2. Select View Access Rule
1. Go to the Production View Rule
2. Select the Production
3. Save
3. Select the User Access Rule 
1. Go to the User View Rule
2. Select the Production
3. Save

 If you need a user role that doesn’t have a template, contact [client internal email].