Creating, modifying, deleting user labels

NOTE: When a user without the Can Manage User Labels permission creates a label, it can only be seen by that user for private use.

To create a label to be used by more than one user, select a location that has members, right-click on the location and select Maintain User Labels; right-click and point to New and then click New Top Level Item. See Creating a user label for details. The label is now shareable with other members of the selected location. You can also create a User Label that can be shared with a defined Content Manager Location Group/Organisation by setting the Location as the Owner of the User Label.

  1. On the Manage ribbon, click User Labels.

    The User Labels screen appears.

  2. To create a new highest level label, right-click in the screen area and from the New menu, choose New Top Level Item.

    To create a sub-level of an existing label, right-click the label and from the New menu, choose New Lower Level Item.

    The New User Label dialogue box appears.

    • User Label Name - type the name of your new user label
    • Icon - select the icon for the new user label
    • Owner - this field is available for user's who have the Can Manage User Labels permission - click the KwikSelect to find the Location that will be the Owner of the User Label. The Owner can be set to Person type Location to make it accessible by only them or it can be set to a Group/Organisation type Location to make it accessible by all users who are members of that Location (and are a part of the required Access Controls).

    Notes tab

    Enter additional information about the User Label. See Notes for details.

    Access Controls tab

    IMPORTANT: This tab is only available for User Labels that have an Owner that is a Location Type that can have members. This tab will not be available for private User Labels.

    User Label Access Controls

    • Can View - allows users to view and therefore use the item
    • Can Attach - allows users to attach the user label to objects
    • Can Detach - allows users to remove the user label from objects
    • Can Update - allows users to modify the item
    • Can Modify Access - allows users to modify the item
    • Can Delete - allows users to delete the item

    See Applying Access Controls to functions for details on how to apply Access Controls to User Labels.

  3. Click OK.

    The new user label appears.

  1. On the Manage ribbon, click User Labels.

    The User Labels screen appears.

  2. Right-click the label you want to change and click Properties.

    The User Label - <name> dialogue box appears.

  3. Make the required changes to the fields:

    • User Label Name - name of the user label
    • Icon - icon for the user label
    • Owner - this field is available for user's who have the Can Manage User Labels permission - click the KwikSelect to find the Location that will be the Owner of the User Label. The Owner can be set to Person type Location to make it accessible by only them or it can be set to a Group/Organisation type Location to make it accessible by all users who are members of that Location (and are a part of the required Access Controls).

    Notes tab

    Enter additional information about the User Label. See Notes for details.

    Access Controls tab

    IMPORTANT: This tab is only available for User Labels that have an Owner that is a Location Type that can have members. This tab will not be available for private User Labels.

    User Label Access Controls

    • Can View - allows users to view and therefore use the item
    • Can Attach - allows users to attach the user label to objects
    • Can Detach - allows users to remove the user label from objects
    • Can Update - allows users to modify the item
    • Can Modify Access - allows users to modify the item
    • Can Delete - allows users to delete the item

    See Applying Access Controls to functions for details on how to apply Access Controls to User Labels.

  4. Click OK.

    The user label is changed.

  1. On the Manage ribbon, click User Labels.

    The User Labels screen appears.

  2. Right-click the label, or tag multiple labels, you want to move and click Move User Label.
    The Move User Label dialogue box appears.
  3. Use the KwikSelect to search for and select the new parent user label.
  4. Click OK.
    The user label(s) are moved to the new parent.

User labels can also be dragged and dropped onto a new parent label. Either select an individual label, or tag multiple labels, left-click, drag and drop the label(s) to the new parent. Select Move User Label from the displayed menu, the label(s) are moved to the new parent.

  1. On the Manage ribbon, click User Labels.

    The User Labels screen appears.

  2. Right-click the label you want to delete and click Delete.

    A confirmation message appears.

  3. Click Yes to confirm.

    Content Manager deletes the user label and it disappears from view.

    Content Manager also removes the label from all its records and Locations.

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