user management
In the User Management area, all system users are managed. Here, new users can be created, existing users edited or removed, and roles and authorizations can be assigned. User administration is used to centrally control access to system functions
User overview
In the user overview, users are displayed in a list.
Create a new user
A new user can be created in the system using the “+ Create new user” button. To do this, proceed as follows:
Enter user data
In the User name field, enter the desired name of the new user.
In the Email box, enter the associated email address.
Select client and language
In the Client field, select the appropriate client to which the user is to be assigned.
Under Language, you can set the user's preferred system language.
Assigning roles
Click “+ Add Role” to assign one or more roles to the user.
Enter the validity period for each role.
Notice
Roles can be marked using the checkboxes and deleted again with “Remove role”.
Save user
After all required information has been entered, click Save to create the new user.
The user then appears in the user overview.
Roles & rights
In the Roles and Rights area, the user roles used in the system are managed. Roles are used to assign users specific access rights to functions. Each role can be assigned to a client and, optionally, to an administrative unit.
Create a new user role
A new role can be created using the “+ Create new user role” button.
Enter general information
In the Role name field, enter the desired name for the new user role.
In the Client field, select the client and in the Administrative Unit field, select an assigned organizational unit for which the role should be valid.
Optional settings
If necessary, enable the Show LDAP groups option to view or link groups from a directory service.
Define rights and objects
Switch between the Views & Functions and Data Objects tabs to set them.
Create user role
Click Save to create the new role.