People
The People tab shows all people entered in the system.
The list overview gives you a quick overview of all created persons — including their current status, personnel number, ID number, source system and validity periods.
You can use the search and filter functions to search specifically for specific people or data sets.
Functions in the area of people:
Add person: Create new entries with basic information such as name, administrative unit, personnel number, and validity.
Overview of persons: Managing individuals
Edit/delete: Update or remove existing personal records.
Search and filter: Search specifically for people based on names, ID numbers or other criteria.
Overview of persons
By clicking on a list item, you open the Personnel management for the selected person.
There, you have several tabs available that you can use to manage all of that person's information and permissions:
general data — to maintain master data and identification information
groups of people — for assignment to groups
permissions — to view and manage access rights
qualifications — to document training or documentation
documents — to store files
settings — to configure individual access or system parameters
List of people
You can use the search function to search specifically for people, ID numbers or categories, add new people, delete existing people and set filters. In addition, the number of people shown per page can be individually adjusted. The sorting function allows you to sort the categories in the columns
Feld | description |
|---|---|
First and last name | Shows the person's full name. One click opens the detailed view the person. |
Status | Indicates the person's current status (e.g. active). |
Personnel number | Unique identifier of the person within the organization or client. |
ID number | Identification number (s) of the identity document. (e.g. Apple Wallet ID) |
Source system | Shows the source system from which the data set originates (e.g. WEBCLIENT). |
Valid from | Start date from which the personal data record is active. |
Valid until | Validity end date. After expiration, the entry is inactive but can be extended. |
Exporting a list of people
The list of persons can be exported. Click on the icon Export top right and select the format in which the list should be exported. The export file is downloaded or displayed depending on the operating system settings
Delete person
To delete existing profiles, select the person (s) and click on the button delete.