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Admin Center
Creating an ECM-type in ECM-GO
8 steps · 2 minutes
1 Navigate to ECM-GO and click “Admin Center”

2 Click “ECM Types”

3 Click “Create ECM Type”

4 Input ECM type name

5 Click “Confirm”

6 Click “Add Icon”

7 Click “Browse…” to select a suitable icon from your computer

8 Click “Confirm”

Creating a New Class in ECM-GO
10 steps · 1 minute
1 Navigate to ECM-GO and click “Admin Center”

2 Click “Classes”

3 Click “Create Class”

4 Ensure the new class is connected to the correct ECM type

5 Input a class name

6 Input a class description

7 Click “Confirm”

8 Click the “View” button to edit the view order

9 Input order: A, B, C, etc.

10 Click “Confirm”

Link Characteristics to Class in ECM-GO
7 steps · 30 seconds
1 Navigate to ECM-GO and click “Admin Center”

2 Click “Link Characteristics to Class”

3 Click “Create Link”

4 Select the class from the drop-down

5 Click the “Characteristic” field

6 Select the characteristic you want to link

7 Click “Confirm”

Adding Number Characteristic to ECM type in ECM-GO
5 steps · 15 seconds
1 Navigate to ECM-GO and click “Admin Center”

2 Click “ECM Types”

3 Click “Select NumberCHAR” drop-down

4 Select which characteristic to add

5 Click “OK”

Roles in ECM-GO
In ECM-GO, users can be given one or more roles. The roles define the options and limitations of a users access to different functionalities in the system.
System Configurator
Is the administrators of your organisation. This is the role for people setting up ECM types, workflows, standard templates, statuses, characteristics etc. in the Admin Center.
The System Configurator roles is both for people setting up the organisation in initially but also for the people adjusting and developing the setup on an on-going basis.
Furthermore, the System Configurators have all access to the User Administration in ECM-GO.
Pro User
Is your “regular user” able to use the various functionalities in the system but without access to the setup in Admin Center.
The Pro User can create ECM instances and fill in information. This is your user type for people from various places in your organisation like Engineering, Sales, Production etc.
Super User
Is a role very much like the Pro User. However, as a super user you are able to access to user administration in Admin Center to create new users and add new roles (expect for the System Configurator role).
Another important difference is that your Super Users will have access to the Change Manager module.
Furthermore, it is important to note, that your Super Users are also the ones able to provide Firefighter access to other users (see below).
Firefighter
Is a time-limited role that is used for urgent corrections and editing in the system.
The Firefighter role has to be requested by a user, whereafter the System Configurators and Super Users can provide the role for a limited period of time.
During this limited time, the Firefighter will have access to actions and fields that are otherwise locked. When requesting, the user will have to provide a reasoning for the request for the System Configurators or Super Users can assess.
Roles vs User Groups
Be aware of the difference between the two. A role is specified for each single user and controls their access within the system.
User Groups are a collection of users belonging to the same group; this could be The Sales Department, an ongoing project, or a people holding a specific function. The User Groups are defined by the individual organisations whereas the roles er specified by the system.
Viewing Users in ECM-GO
4 steps · 15 seconds
1 Navigate to ECM-GO and click “Admin Center”

2 Click on “User Management” in the menu on the left

3 Choose between User view or License View in the top right corner
User View allows you to see a list of user emails/names and their respective active roles

4 Choose between User view or License View in the top right corner
License View allows you to see a list divided into active license types and the respective users being allocated to these roles

Adding a New User in ECM-GO
6 steps · 2 minutes
1 Navigate to ECM-GO and click “Admin Center”

2 Click on “User Management” in the menu on the left

3 Click “Add” in either User View or License View
See previous guide for description

4 Select the role you want to give a new user in the drop-down

5 Type the user’s work e-mail adress in the text field and press enter
Potentially repeat step 4 & 5 to add more users that should be given the same role

6 Click “Add users” to add the new users and immediately allocate them to the given role

Adding a New Role to an Existing User
6 steps · 2 minutes
1 Navigate to ECM-GO and click “Admin Center”

2 Click on “User Management” in the menu on the left

3 Click “Add” in either User View or License View

4 Tick the box “Existing User”, and select the role you want to give them in the drop-down

5 Click in the text field and select one or more from the drop-down of existing users

6 When users are selected, click the button “Add Users”

Suspend License for User
5 steps · 1 minute
1 Navigate to ECM-GO and click “Admin Center”

2 Click on “User Management” in the menu on the left

3 Click on the user in the list that you wish to suspend the license for

4 Click on the “Suspend Licenses” button

5 In the list, the ‘Active Licenses’ field for the given user will now be empty
