Add Additional Authors

Add additional authors so that more people can create and manage AppNavi content. For each author, you decide which subscriptions they can access and which rights they have.

Prerequisites

• You can sign in to the customer portal with an account that is allowed to manage users. See User Management and Role & Permission Model.
• You have the new author's first name, last name and email address. A phone number is optional.
• You know which subscriptions and which role the author should have. See Roles below.

Create an Author

Sign in to the customer portal.
In the menu, select User.
Click + Add New.
Enter the first name, last name and email address of the new author. The phone number is optional.
Under Language, choose the language for the author's messages and emails.
Select Tenant owner only if the author needs full rights to the entire tenant.
Assign one (default) or more subscriptions to the author.
Click Save Changes to create the author.

The Edit user form for a new author.

Assign Roles

Roles are assigned per workspace. Open the author in User and, under Permissions for the workspace, choose a role for each workspace. Then click Save Changes.

The Permissions for the workspace table. Each workspace has its own role.

Roles

In AppNavi you have different roles at your disposal.

AppNavi offers the following roles:
Tenant owner has full rights to the entire tenant, up to and including deleting it. A tenant can have any number of tenant owners. Because tenant owners can also delete the tenant and reduce security settings, we recommend giving this role to as few people as possible. Tenant owner is set with the checkbox in the user details, not in the workspace role list.
Owner can change all content in the workspaces assigned to them. Workspaces often represent organizational structures. For example, Workspace 1 corresponds to organizational area 1 and Workspace 2 to organizational area 2. This keeps responsibilities clearly separated while still allowing cross-area collaboration
Contributor can manage content in one or more applications within one workspace.
Extended Contributor can manage applications and the content of applications.
Translator can translate specific content but cannot, for example, change a route.

What Happens Next

After you save, the new author receives two emails:

Confirmation email: the author clicks Confirm Your Email Address to activate the account.
Login email: after confirming, the author receives their login page, login name and a reset password code. They click Log in to AppNavi and set a new password.

The first email: the author confirms their email address.

The second email: login information and a link to set a new password

Result: once the author has logged in and set a new password, they can work in the workspaces and with the role you assigned.

Important: if the author does not log in with the link and set a new password, the account stays in the "Force Change Password" status. A password reset is currently not possible. In that case, delete the author from the customer portal and create them again.

Inform authors about Browser Extension

If your tenant uses AppNavi through a browser extension, tell your new authors to add the extension to their browser and enter your Tenant ID. See AppNavi Chrome Extension and AppNavi Firefox Extension.

A role is not available

• Tenant owner is not in the workspace role list. Set it with the Tenant owner checkbox in the user details.
• The workspace role list contains Owner, Extended Contributor, Contributor and Translator.
• If you cannot change users or roles, your account may not have the rights to manage users. Ask a tenant owner.