Creating Users

A Quick Guide for Librarians on Creating New Users

This guide is intended for InPort Users who have a Librarian role for their organization.

Creating the User Account

Login to InPort if you have not already done so.
In the main navigation, go to Organizations and select your line office (or All Organizations).
On the Organizations page, find your organization in the list, and click on the Organization Info button to the right.
On your Organization page, click on the Manage Users link towards the top of the page.
Click on the Add New User button.
Enter the user information in the new user form.
Click on the Create User button.

Linking a User Account to CAM

CAM (Centralized Account Management) is a service used by InPort which allows NOAA users to login with their NOAA credentials. CAM also allows non-NOAA users to set up login credentials of their own choosing.

New user accounts must be linked to CAM before they can be used to login.

Go to the User's page on InPort (if not already there):
- In the main navigation, go to Organizations and select your line office (or All Organizations).
- On the Organizations page, find your organization in the list, and click on the Organization Info button to the right.
- On your Organization page, click on the Manage Users link towards the top of the page.
- Find the user in the list and the View button.
In the right sidebar, look under CAM Link.
Click on the Link to CAM button. (Note: if this user is intended to have a Librarian role, click on the Link to CAM as InPort Admin button instead, as this will allow that user to link other users to CAM.)
When users are linked, CAM will send a notification email to the user which confirms that they have been added to CAM.

Assigning Roles to Users

Once a user has been linked to CAM, they will be able to login to InPort. However, they will not have any additional privileges to view or edit metadata until they have been given a role.

See the InPort User Roles help page to learn more about what privileges are associated with each role in InPort.

There are two ways to assign roles in InPort.

Assigning a Role from the User Page

Go to the User's page on InPort (if not already there):
- In the main navigation, go to Organizations and select your line office (or All Organizations).
- On the Organizations page, find your organization in the list, and click on the Organization Info button to the right.
- On your Organization page, click on the Manage Users link towards the top of the page.
- Find the user in the list and the View button.
In the right sidebar, look under InPort Roles.
Click the Grant New Role button.
Select the appropriate role you would like to grant.
The Access Root Cat ID refers to the Catalog Item where you are assigning the role, which will apply to this record and any of its descendants in the Catalog Hierarchy.

By default, this field is populated with the Cat ID of the top level Library item, which would apply the role to your Organization's entire Library. If you would like to restrict the role to a smaller subset of the Library, enter the Cat ID of the highest level Catalog Item in that subset.

Note: Roles of the same or different type can be assigned to a single user at multiple places in a hierarchy.
Click Grant Role to assign the role.

Assigning a Role from a Catalog Item

Roles can also be assigned by navigating to the desired Catalog Item page and adding the role there.

Go to the Catalog Item where you intend to assign the role.
In the secondary navigation, click on the Roles menu and select Manage Roles.
Enter the email address of the user and select the appropriate role.
Click on the Grant Role button.