To download and customize a copy of this guide, go to CORE Guide_Adding and Managing Users.
Note: User role templates are setup with site admins and clients during the onboarding phase. The enclosed roles are just example roles. The user guide for roles and adding users should be customized and provided to studio and production team members 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:
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 at the far right.
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
CORE Tip: Copy Assistant(s) on Exec Accounts
To add assistant(s) 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.
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
Download the CSV template for adding and updating users.
Here is an example csv with pre-populated information.
Populate and format your CSV according to CORE guidelines.
Import Users With CSV
Once your CSV is created, go to the Users section
.
In Manage Users tab
Select the Import from CSV button
.
The Create option should be selected by default. If it's not, select it.
Hit the Choose CSV File button. Select your file.
A message will appear that your file is importing, and you'll receive an email notification once it's complete.
Go to your email for the email notification.
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.
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. These are used for sharing and distributing files. To create a list, go to Users.
Select User Lists at the top
Select the green New User List button to add a new User List
Name the list
Select +, to add your desired recipients
Save List
You can create as many user lists as you need in any combination of users.
Big list with lots of names? Import a list via CSV.
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:
1. 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.
2. DAILIES VENDORS
When adding a new production, create a new Production Name_Dailies Vendor role. Then:
Create new role from template
Name it Production Name_Dailies Vendor
Scroll down and select the Production
Hit the Save Changes button
User Access Rules tab
Select the Production User Access rule by clicking on it.
Under Production is….Add the name of the production.
Select the Save Changes button.
3. PRODUCTION EDITORIAL TEAMS
When adding a new production, create a new Production Name_Editorial role. Then:
Create new role from template
Name it Production Name_Editorial
Scroll down and select the Production
Save Changes button
Select Edit Access Rule tab
Go to Production View Rule
Select the Production
Save
Select User Access Rule tab
Go to the User View Rule
Select the Production
Save
4. ASSISTANTS TO CREATIVE EXECS
When adding a new production, create a new Production Name_Dailies Selects role. Then:
Create new role from template
Name it Production Name_Dailies Selects
Scroll down and select the Production
Save Changes button
View Access Rules tab
Select View Production rule
Select Production
Under Production is…Add the name of the production.
Save Changes button
User Access Rules tab
Select Production Users rule
Under Production is….Add the name of the production
Save Changes button
If you need a user role that doesn’t have a template, contact [client internal email].
Downloadable Guide
Distribute or customize a version of this guide.