Managing user access [Tiers 2-3]

Creating users

To create a new user and/or grant a user access to JSTOR Digital Stewardship Services:

1. Log into JSTOR Digital Stewardship Services with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Stewardship Support.
2. Open the Admin drop-down menu in the sidebar and select Manage Users.
3. Select Add Users.
4. Enter the user's email address.
5. Optionally, select Institutional Admin if you would also like to grant the new user administrative permissions.
   
   • Institutional Admins can access all areas of JSTOR Stewardship, including all projects, publishing destinations, and user management.
6. Select Next.
7. You'll be given the option to add the user to an existing project and assign them a role in the project.
   • Project Admins can access all records, cataloging forms, and publishing destinations within a project.
   • Project Catalogers are limited to the records, cataloging forms, and publishing destinations you choose.
8. Select Finish.

Adding users to a project

To add existing users to a project:

1. Log into JSTOR Digital Stewardship Services with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Stewardship Support.
2. Select the desired project then select Project Settings.
3. Select the Project Users tab.
4. Click the Add Users button.
5. Select the user from the User to Permission drop-down menu.
   • Only users that are not already associated with the project will appear in this list.
   • If a user doesn't appear in this list, ensure they're not already associated with the project or create the user.
6. Select the user's role in the project from the User's Role drop-down menu.
   
   • Project Admins can access all records, cataloging forms, and publishing destinations within a project.
   • Project Catalogers are limited to the records, cataloging forms, and publishing destinations you choose.
7. Select Create.

Editing user permissions

At the project level

To edit a user's role and permissions within a project:

1. Log into JSTOR Digital Stewardship Services with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Stewardship Support.
2. Select the desired project then select Project Settings.
3. Select the Project Users tab.
4. Select the user from the list and then click Edit.
5. Configure the user's role in the project with the User's Role drop-down menu.
   • Project Admins can access all records, cataloging forms, and publishing destinations within a project.
   • Project Catalogers are limited to the records, cataloging forms, and publishing destinations you choose.
6. Select Save.

At the institution level

To edit a user's permissions at the institution level:

1. Log into JSTOR Digital Stewardship Services with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Stewardship Support.
2. Open the Admin drop-down menu in the sidebar and select Manage Users.
3. Select a user and select Edit.
4. Grant or remove Institutional Admin permission by checking or unchecking the Institutional Admin checkbox.
   • Institutional Admins can access all areas of JSTOR Stewardship, including all projects, publishing destinations, and user management.
5. Select Save.

Base Filters

When you create or edit a user with the Project Cataloger role, you have the option to restrict the records they can access and/or edit.

• All means the user has access to all items in the project.
• Created by means they are restricted to seeing only items they created.
• Exclusively Accessed means the filter restricts them to see only items owned by this user account and never updated by anyone else.
• Custom Filter means the filter restricts them to see only items that contain a specific value from a list.
• Custom base filter and records created by this user means the filter restricts them to see only items that contain a specific value from a list and items they create.

To apply a base filter to a user within a project:

1. Log into JSTOR Digital Stewardship Services with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Stewardship Support.
2. Select the desired project then select Project Settings.
3. Select the Project Users tab.
4. Select a user from the list and then select Edit.
5. In the User’s Base Filter drop-down menu, choose one of the following options:
   • All records in the project (All)
   • Only records created by this user (Created by)
   • Only records owned by this user and never updated by anyone else (Exclusively Accessed)
   • Custom Base Filter (Custom Filter)
   • Custom base filter and records created by this user
6. If selecting one of the custom base filter options, select from the available List Fields and then values from the chosen list. This user will only be able to access items that contain at least one of these values in this list field.
7. Select Save.

Deleting users

At the project level

You can remove a user's access to an existing project without disabling their access to JSTOR Stewardship by deleting them from the project.

To delete a user from a project:

1. Log into JSTOR Digital Stewardship Services with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Stewardship Support.
2. Select the desired project then select Project Settings.
3. Select the Project Users tab.
4. Select a user from the list and then select Delete.

At the institution level

You can remove a user's access to JSTOR Stewardship altogether by deleting them from your institution.

To delete a user from your institution:

1. Log into JSTOR Digital Stewardship Services with an account that has Institutional Admin permissions.
   
   • Not an admin yet or have questions about managing user access? Contact JSTOR Stewardship Support.
2. Open the Admin drop-down menu in the sidebar and select Manage Users.
3. Select a user from the list and then select Delete.