MM 6.0 Working with user approval workflow
- Bernadette Besenhofer
This section describes the user approval process scenario based on the configuration example provided in the previous section.
Stage 1: A new sign up
Once the configuration is complete, guest users can now sign up for Media Manager using the Sign up button at the bottom of the log in dialog.
In normal circumstances, they would be presented with standard sign up form, including first name, last name, username, e-mail and password. In this case, there are additional fields the user needs to fill in, before being able to request a Media Manager account. This is the custom sign up form which was configured in the user approval workflow:
Once all the fields are filled in correctly, the user can click the button Sign up, which will result in the appearance of a confirmation notification in the lower right corner.
Logging in will be possibly only once the user is approved.
Stage 2: Approving the new user
A user (or a group of users) responsible for managing new users will now receive a a new user approval task. Once the user has the task assigned to them, they receive a new notification. They can access the task either by directly clicking the notification or by going to tasks and selecting the correct one from the list of active tasks.
The assigned user can preview the details of the tasks by clicking on it. The task details include relevant information split into several tabs. The most basic information concerning the task is contained in the Summary tab. If further communication is needed (in this case, for example, with the supervisor of the new user as specified in the request), it is possible to tag another user in the Comments section in the same way the ordinary asset comments work.
In order to complete the task, the assigned user needs to click on the Action button and select one of the available options: accepting or rejecting the request.
A confirmation notification will appear in the lower right corner of the screen to mark the successful transition of the task.
Stage 3: Logging in for the first time
If the e-mail notification is configured, the user will receive a confirmation in this form once the sign up request is approved.
The user can now log in to the Media Manager using the previously selected username and password.
