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Administrating Users

Accessing the User Management

This chapter explains how to manage your Scheer PAS users within the User Management. Only users with profile user_management_admin are able to use the user management.

You can access the user management via the corresponding tile in the Scheer PAS Portal:

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You can access two different views in the user management:

  • The user list

  • The process list (administration view for Process Mining)

To navigate between the two views, use the arrows on top left. The user list is the default view:

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Navigate to process list
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Navigate (back) to user list

Overview on the User Management Start Page

The user management page consists of four sections:

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(1)

Navigation Header: The navigation header gives you access to the user preferences, to the PAS chatbot, and it also supports you to navigate through the user management pages.

(2)

Filter: Use the filter to search the content displayed below.

(3)

Content Area: Shows the content of the selected menu option.

(4)

Sidebar: Use the sidebar to select one of the menu options.

In the user management view, the corresponding menu items are displayed in the sidebar

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Icon

Menu

Description

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Users

Refer to chapter Managing Users to learn how to create and manage users.

You are starting with Scheer PAS and you want to define some user standards? Page Defining a Profile Set for Standard Users may be helpful to you.

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Profiles

Refer to chapter Managing Profiles to learn how to create and maintain profiles.

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Roles

Refer to chapter Managing Roles to learn more about the creation and administration of roles.

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Permissions

Refer to chapter Managing Permissions if you want to know more about the usage of permissions.

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Activities

Refer to page Monitoring System Activities to get to know how to monitor the activities on your system.

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Export/Import

Refer to chapter Reusing User Data to get detailed information about the import and export of user data.

Working With the User Management explains the basic functionalities of the user management such as filtering, sorting content or creating copies of datasheets.

Features of the Navigation Bar

In the header, you can use the following features:

Feature

Description

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Use the portal menu to switch back to another PAS component or the PAS Portal:

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Use this option to open the PAS chatbot. Refer to Ask the PAS Chatbot! for more information.

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Click the user name to open the user menu that gives you access to the following options:

  • User Preferences: Open the user preferences to set another display language for the PAS user interface or to change your password.

  • Documentation: Gives you direct access to our online documentation.

  • Tutorials: Forwards you to our online tutorials.

  • Logout: Use this option to logout from the PAS platform.

Refer to Managing the User Preferences in our Getting Started Guide for details.

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Use this option to hide the sidebar. Click it again to display the sidebar.

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Related Documentation: