Only available for Private or Mixed site access

You can add and manage Readers and Reader groups only if your Document360 project's site access is set to "Private" or "Mixed".

16_Screenshot-Readers_Overview_page

Adding new Readers

Follow the below steps to add one or more Readers to your project.

  1. Navigate to Settings > Users & security and select the Readers & groups section from the Knowledge base portal.
    The Reader section will appear by default.

  2. Go to the top-right, and click the Create dropdown and choose New reader.
    A Create reader account panel appears.

  3. In the Email field, enter the desired email addresses of the accounts you wish to add.

Note: You can add up to five emails separated by a comma in one go.

  1. Click on the "SSO" checkbox if you wish to add the accounts as a single Sign-On account.

  2. Click on the "Skip invitation mail" if you don't want your new readers to receive an invitation mail.

  3. Select the desired Content access for the new readers.

  4. In Assign groups, you can assign the readers to any existing "Reader groups." This field is optional.

  5. Once done, click Create reader account.

1_Screenshot-Create_reader_account_panel


Importing Reader accounts

You can use the Import reader accounts feature to add more than five accounts in one go. (maximum of 500 readers)

  1. Navigate to Settings > Users & security and select the Readers & groups section from the Knowledge base portal.
    The Reader section will appear by default.

  2. Go to the top-right, and click the Create dropdown and choose Import readers.
    The Import reader panel appears.

  3. Click on the "SSO" checkbox if you wish to add the accounts as a single Sign-On account.

  4. Download the CSV file template by clicking the "Download template" option.

  5. Open the downloaded CSV file in a local application such as MS Excel and enter the new account emails, first and last names.

  6. Save the file and upload the CSV file in the Document360 window by clicking on Click to upload. You can also drag and drop the file into the designated drop frame.

  7. The data is validated. The Valid emails and Invalid emails are listed.

  8. Click on Skip invitation mail if you don't want your new users to receive an invitation mail.

  9. Assign the Content access and Group for the imported reader accounts using the respective dropdown.

  10. Click the "Import" button.

2_Screenshot-Importing_reader_account


Reader self-registration

  1. Navigate to Settings > Users & security and select the Readers & groups section from the Knowledge base portal.

  2. Navigate to Reader self-registration section.

  3. Enable the "Allow self registration" toggle.

  4. Select the default reader group with which you wish the self-registered readers to be associated and click Save.

  5. You can further Allow or Block readers from specific email domains. This is an optional field.

  6. Additionally, you can map readers from specific domains to be associated with specific Reader groups upon self registration.

3_Screenshot-Reader_self_registration


Editing, deleting, and converting reader accounts

  1. To edit a reader account, hover over the account from the list on the Readers overview page and click on the Edit icon found on the right.

  2. To delete one or more Reader accounts, select the account from the list on the "Readers overview" page and click on the Delete button at the top or the "Delete" button at the right-side.

  3. To convert one or more Reader accounts as SSO accounts, select the Document360 accounts (non-SSO accounts) from the list on the Readers overview page and click on the Convert to SSO account button at the top.

4_Screenshot-Editing_Deleting_Converting_reader_Account


Filter and Export Reader account information

In the Reader & groups overview page, navigate to the top-right, where you can view Export CSV and Filter.

  • Click on the "Export" button, and the list of Reader accounts is downloaded as a CSV file in your device's local storage.

  • Click the "Filter" button to narrow the Reader accounts from the list using the following parameters and click "Apply."

    • Login status
    • Last login date

5_Screenshot-ExportCSV_and_Filter


Purchase more Reader accounts

If you need more Reader accounts than your current plan offers, you can buy them as an add-on. The total Reader accounts available and the total Reader accounts used are available at the top of the page.

  1. Click on the Upgrade your plan option and navigate to the pricing page.

  2. Choose the desired plan, features, and number of reader accounts.

  3. Click on Confirm payment and an Email with the purchase information will be sent.