Adding a User

To create a new user account, you need at least the following data:

• first name, last name

• e-mail address

Creating a User

Select Add User in Users menu in the sidebar:

An empty user data sheet opens:

Entering Personal User Data

On the left side of the Master Data section, you have to insert the personal data of the new user:

• First Name, Last Name and E-Mail are mandatory.

• The e-mail address provided in field E-Mail is used when the platform needs to send e-mails to the user.

• The content of field Company is displayed in the portal header along with the user name:

By default, the validity of a user account is one year. You can edit the default settings in the fields Valid from and Valid until:

• Manually by inserting a date in format mm/dd/yyyy.

• Additionally, a calendar opens. You can also click a date in the calendar to adopt it.

Entering Account Data

On the right side of the Master Data section, the account specific data of the user can be filled in:

• User active:
  This checkbox allows you to manage, if the user account is activated and usable, or deactivated, so that the user cannot log in to the business system any more.

• Create Sandbox:
  A sandbox is a personal profile. If you activate this checkbox, a sandbox is created along with the user account and directly assigned to the user's account.
  The notation for automatically created sandboxes follows the scheme: sandbox_Login.

Insert the users Login. This is the ID for the user to log in to the business system:

Please note: Once set up, the Login cannot be changed anymore.

Every login has to be unique. Your entry in the Login field is checked automatically. If it is already in use, you will have to change the login name:

The Login must not be empty. Allowed characters are:

• numbers 0-9

• letters a-z and A-Z

• special characters . - _ and !

The use of a valid e-mail address is also allowed:

In the next field, assign a password:

Make sure that the password ...

• is 8 to 42 characters long.

• starts with a character.

• is alphanumeric.

• contains at least one number.

• contains only the allowed special characters (!, @, #, $, %).

You can display the password criteria by hovering over the interrogation mark:

If your chosen password is not matching the password criteria, the error message Password is invalid! is displayed:

Enter a password that matches the password criteria. By default, the password is not visible in edit mode. To check your entry, you can display the password with option Show/Hide:

The content of field Language Selection determines the language of the user interface of the platform components. Expand the selection list to choose one of the available languages (English, German):

When you have inserted all personal data, you must assign a profile before saving the user data sheet. Otherwise the error message At least one profile must be assigned to a user! will appear when you click the Save button:

Assigning a Profile

Every user needs at least one profile, otherwise he will not be able to work on the platform. The necessary standard profiles for the corresponding platform components are provided in the user management. An overview on the standard profiles can be found in menu Profiles.

In a user data sheet, the profiles assigned to the user are listed in the Profiles window. If you create a new user, you start with an empty Profiles window. Click button Assign to add a profile:

The list of all available profiles opens. Use the corresponding checkboxes to choose the profiles you want to assign:

The profile pas_base is mandatory as it grants access to the Scheer PAS Portal, the entry into the platform.

All selected profiles are displayed in the footer of the list. Click Apply to assign the profiles to the user:

Your selection is transferred to the Profiles window of the user data sheet. When all necessary profiles have been assigned, you can save the user data sheet:

Individual write permissions can be granted or denied for profiles with namespace. Refer to Editing a User for information on how to grant write permissions on profiles.

The data sheet closes and the new user is displayed in the user list. You can use the link in the success message to reopen the user data sheet, for example to edit the user data or to check whether the sandbox has been created and assigned:

Assigning a Role

Roles are assigned according to the same principle as profiles. Use the sidebar of the profiles window to switch to the roles window:

Click the Assign button to open the list of available roles:

Tick the checkboxes to choose the roles you want to assign to the user:

All chosen roles are displayed in the footer of the list. Click Apply to assign the roles:

Your selection is transferred to the Roles window of the user data sheet:

Do not forget to save the data sheet before closing it.