This topic is organized into the following sections:
To start using eRoom, you type your Name and Password in the appropriate boxes on the Login page that opens when you direct your browser to your My eRooms page, to an eRoom you are invited to, or that you are a member of, or to any URL in your site, including site or community administration pages. When you click "OK", and if eRoom validates your name and password, you are logged in to your eRoom site.
See also: Password recovery for information about how, if you are a local eRoom member, you can recover your password if you forget it.
If you have the option to save your password from one eRoom login session to the next, the "Save Password" check box appears below the Password box on the Login page. If you select this option, you don't have to enter your password each time you log in. However, be aware of the security risk that selecting this check box entails. Since your password is already filled in, an unauthorized user could gain access to your eRooms just by clicking "OK" on your Login page.
Note: If your site uses a Logout button, this option is unavailable.
You can use eRoom with your browser only, or (if you're using Windows) with an optional browser plug-in client.
Most eRoom features work the same with or without the plug-in, but there are some differences. For example, the plug-in provides added functionality such as rich text editing, drag and drop to and from the desktop.
When you log in to an eRoom site for the first time, the Software Options page opens and asks if you want to work with eRoom using Just the web browser, or using the eRoom plug-in software. (You can change this setting later on your Member Information page.)
If you pick "Just the web browser", you go directly to the Login page without installing the plug-in.
If you pick "eRoom plug-in software", the eRoom Plug-In Setup page opens and launches the setup program that installs the eRoom plug-in client. Click "Install" in the "Welcome to eRoom 7" dialog box. Once the plug-in is installed, the eRoom Monitor icon () appears on the Windows system tray in the task bar, and you go to the Login page.
If you are already using the plug-in when a newer version becomes available at your site, when you log in to eRoom you might be prompted to upgrade the client on your machine. Just follow the prompts to install the new client.
To end your eRoom session, you can simply close your browser. This logs you out and ends your connection to the site.
If the logout button is enabled at your site, it appears in front of the tool buttons on the right side of the control bar. In this case, you can end your eRoom session by clicking "logout" on any eRoom page that has a control bar, which includes your My eRooms page, but not wizard, dialog, or settings pages.
Clicking "logout" does the following:
ends your eRoom session and removes from your local machine all traces of your choices for login name, password, and client choice (browser only or plug-in client). This means that each time you log in to eRoom you must re-enter your login name and password, and choose whether you want to use the plug-in or just the browser.
(plug-in
only) removes all cached files and files that were downloaded for
viewing or editing. This assumes you are using the minimum required version
of the plug-in. If your site was upgraded from a previous version of eRoom,
you were most likely prompted to upgrade your client when you logged in
for the first time after the upgrade. If you are not using the minimum
required version of the plug-in, these files are not deleted when you
log out.
If you have not uploaded files that you downloaded and changed, a message
asks if you want to stay logged in (the initial choice) or abandon your
changes and log out. If you decide to log out, the files are deleted,
the edit reservations are released, and you log out. If a file is open
in an application that keeps a lock on the file (such as a Microsoft Office
application), however, the logout cannot continue. In this case, you must
dismiss the error, close the application and the file, and then click
"logout" again.
Logging out does not affect any files in your eRoom
Files for Offline Editing folder (that is, files explicitly reserved
for editing via the access control
page).
displays a Logout page, which confirms that the eRoom session has ended and includes a link to the eRoom Login page.
If you are a local (not external) eRoom member, and if password recovery is enabled at your site, the first time you log in to a site (or your first login after the setting is turned on), the Password Recovery page opens and asks you to choose a personal question and provide an answer for it. This is so that eRoom can help you recover your password if you don't remember it in the future. When you pick a question, supply an answer, and click "OK", password recovery is enabled for you. You can skip this step by clicking "Cancel". (You can always do it later on your Member Information page, as described below.)
Note: Your eRoom account must have a valid and unique email address to use the password recovery feature. If you don't have one the first time you log in, the Password Recovery page asks you for it before you can pick a personal question and give an answer.
On the Login page, click "Forget your password?"
On
the Password Recovery page, enter the Email
address associated with your eRoom account, and click "OK".
eRoom displays a message directing you to your email inbox, where eRoom
has sent a message containing a link and instructions that will enable
you to log in and reset your password.
eRoom keeps member information about all of its members. You can change your own information, such as password, email address, personal question, and client choice, but unless you are an administrator, or have appropriate permissions, you can only look at this information about other members.
See also: Managing members for details about member information and managing eRoom membership.
To open your own Member Information page, go to your My eRooms page and click .
To
open a Member Information page for yourself or another member, on a Member
list page, click either a member name, or, if you have edit rights,
the edit icon () next to it.
If the member is part of a group, click the group name, and then click
the name of the member.
Once you are logged in to your site, and if you have permission to change your password, you can do so on your Member Information page. Similarly, if you have permission to change passwords for other local members in your community, you can do so on their Member Information pages.
On your Member Information page, click the "change password" button.
On the Change Password page, type your Old password.
Type your new password twice (New and Again).
Click "OK".
If you are a local community member, and depending on the password rules for your site, eRoom might prompt you to change your password. In that case, the Change Password page opens automatically.
As long as your community does not require email addresses for login names, you can change your email address by editing the text box on your Member Information page.
Or, if password recovery is enabled at your site (and your community does not use email addresses for login names, or the optional logout button), you can change your email address by clicking the "Change" button on your Member Information page. Then, on the "Change Email Address" page
Type your Password.
Type your new Email address.
Click "OK".
If password recovery is enabled at your site, you can change your personal question by clicking the "change personal question" button on your Member Information page. On the "Change Your Personal Question" page, do the following:
Type your Password.
Pick a Question from the drop-down list.
Type an Answer.
Click "OK".
On your My eRooms page, click .
On your Member Information page, do one of the following:
Select the "Use eRoom plug-in software" check box to start using the eRoom plug-in.
Clear the check box to stop using the plug-in and start using just your browser.
Click "OK".
If this is the first time you are using the plug-in, eRoom opens the Plug-In Setup page and launches the plug-in installation. In the "Welcome to eRoom 7" dialog box, click "Install". eRoom installs the plug-in on your machine. You might be asked to restart your computer when it finishes.
If this is not the first time you are using the plug-in, you either return to your My eRooms page, or you are prompted to upgrade the client (if a newer version is available).
If you are using just your browser, you return to your My eRooms page.
If you are in a group of members who must authenticate with SecurID in order to use eRoom, use the following procedure to log in.
In the Password
box on the Login page, enter your SecurID token and click "OK".
If the New PIN page opens and asks you to pick a SecurID PIN, create
a new personal identification number in the PIN box, type it again in
the Verify box, and then click "OK".
If the Next Token page opens and asks you to enter the next token from
your SecurID card, wait about a minute and enter the next token displayed.
You are now logged in and can start working in your eRoom.
See also: SecurID and Outlook synchronizing