The Harmoni ADMIN menu provides access for you to manage users, groups, files, and settings. As an administrator, you have control over site assets, personalization keys, and can adjust the site's appearance and access. You can also override settings, upload templates, and handle registration links.
In this article
1. Harmoni ADMIN Menu
The ADMIN menu in Harmoni is available to selected users and gives access to administrator features. It allows you to manage and update key areas of your Harmoni site without using the hosting interface. To access the ADMIN menu, you can contact Support@infotools.com
At a site level, users with ADMIN access can:
- Manage Users and Groups: You can view user information, transfer ownership of entities from one user to another, get the site URL, download the user list, or remove user access when necessary. You can also create groups, add or remove users from groups, and update group settings using personalization keys.
- Manage Files: Upload and organize files to fit your branding and site requirements.
- Adjust Site Settings: You can update the site display name, access the site registration link, and download the user list for a selected site.
ADMIN access should only be given to specific users. Please discuss the requirements with your team.
2. Key ADMIN Areas
The ADMIN menu includes four key main areas: Users, Groups, Files and Settings.
a. ADMIN - Users
Users is one of the key areas in the ADMIN menu. Here, you can view user information, switch entity ownership from one user to another, and remove user access from the site.
On the left side of the Admin screen is the Site User List. This includes all users with access to the site. Click on a user to view their information across the following areas:
- Group Membership: The group or groups a user belongs to
- Ownership: Search for and select a different user to transfer ownership of all entities to
- User Keys: All personalization key settings display for the user
- Remove Site Access: Remove access to the site for the selected user
Learn more about ADMIN - Users.
b. ADMIN - Groups
In the Groups area, you can find the all the groups associated with a site. As an administrator, you have ability to create user groups, add and remove users from groups, and customize the user experience for the site by overriding some group personalization keys.
On the left side of the screen, the different groups are displayed. Every site has a default group to which all users are added. Once you click on a group, you can manage the different group settings and options within a site:
- Group Management: View, create and manage groups
- All List: View all users in the site
- Group Users: View users in the selected group. You can add new users or remove access.
- Group Registration Link: Sharing this link allows users to register to the group
- Group Keys: Shows all group personalization keys. These can be overridden to customize the group experience on the site.
- Active Checkbox: This box is ticked if the group is active
Learn more about ADMIN - Groups.
c. ADMIN - Files
The Files area is where you can interact with the different files that control specific settings for a site.
Click on the options in the list on the left to manage the files:
- Colour: Set colors for the site
- CSS: Set custom styling for the site
- Excluded Words File: Exclude words from word clouds
- Global Filter: Upload the site-level global filter file
- Global Language: Allows for different language displays in the Harmoni interface
- Media Metadata: Upload the media assets sheet
- PowerPoint Template: Upload PowerPoint templates. Different versions can be set for different groups.
Learn more about ADMIN - Files.
d. ADMIN - Settings
When you select Settings, you can access information and settings options for the site.
- Site Name: The site name is listed
- Site Display Name: You can change the display name for a site that users see
- Site Registration Link: Use "Copy Link" to easily share access with users.
- Download site user list: From the dropdown select a site to download its user list.
To learn more about ADMIN - Settings.
Where to from here?
Learn more about Harmoni ADMIN: