Edit a User

You can edit a user data sheet at any time, for example to save additional data, to assign more profiles or roles, to allocate a new password or to correct a typing error. Display the user list by choosing the Users menu in the sidebar. The user list shows all users and its content is loading dynamically if you scroll down. You can filter the list by using the filter bar.

Editing User Data

If you want to edit a user data sheet, open it first. Select Users in the sidebar menu to display the list of all users:

On the right side of the filter bar, the total number of users is displayed. If a filter is set, the number of filter results is shown here:

Use option Edit to open the user data sheet:

Now you can rework the settings saved in the user data sheet, for example you can assign another profile to the user, grant write permission on a profile, assign more roles to the user or insert additional data:

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

Click Save to store your modifications or use Cancel to discard them. If you save the data, the user data sheet closes and a message Saved successfully! appears in the user list. You can use the displayed link to reopen the user data sheet:

Managing Profiles

You can manage profiles and roles in the second section of the user data sheet. Use the section's sidebar to switch between the profiles and the roles view:

Deleting Profile

You can delete already assigned profiles by using icon X. As a consequence, the user will not be authorized to use this profile anymore:

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

Adding Profiles

Use button Assign More if you want to grant this user access to other profiles:

The list of available profiles will open. In the footer you will find the profiles that have already been assigned to this user:

Use the checkboxes to assign further profiles. The chosen profiles are added to the footer. Click Apply to assign the chosen profiles to the user. Click Cancel to discard your choice:

Your chosen profiles are added to the profiles section of the user data sheet. Click Save to apply the modifications in the user data sheet. If you leave the data sheet by clicking Cancel, all modifications are discarded:

If you have added a profile with namespace, check if the user needs write permission on the profile also (see Granting Write Permission on Profiles).

Granting Write Permission on Profiles

For design users, individual write permissions can be granted or denied for profiles with namespace. To grant write permission on a profile, activate the checkbox in column Designer:

Users can only edit content in a profile, if the profile bpaas_design_user has been assigned to them and the write permission for the profile in question has been granted.

• Effect in Scheer PAS BPaaS: If no write permission has been granted, the design user only sees the profiles' content and can execute business apps, but he will not be able to edit any of the profile's content - even if the profile bpaas_design_user has been assigned.

• Effect in Scheer PAS Mobile App: If no write permission has been granted, the profile is not shown in the designer view of the Mobile app. Start links marked as favorites will still be displayed in the favorites view and apps are executable. But the design user will not be able to add new favorites.

The default settings for write permissions are as follows:

• When creating a new user with sandbox, the write permission for the sandbox is granted automatically.

• When assigning an already existing profile to a user, the write permission has to be granted additionally. Administrators can also use the profile section to switch directly to the corresponding data sheet to edit a profile. To do so, click the corresponding icon.

Editing Profiles

The corresponding profile data sheet will open and you can edit the profile data, for example to change the display name:

Save the modifications or discard them by using the Cancel button. If you have saved the modifications, they will be displayed in the user data sheet.

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

Managing Roles

You can manage roles and profiles in the second section of the user data sheet. Use the section's sidebar to switch between the roles and the profiles view:

Deleting Roles

You can delete already assigned roles by using icon X. The user will then not be able to view the customized user interface anymore:

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

Adding Roles

Use button Assign More if you want to assign additional roles:

A list of available roles will open. In the footer you will find the roles that have already been assigned to this user:

Use the checkboxes to assign additional roles. The chosen roles are added to the footer. Click Apply to assign the roles to the user. Click Cancel to discard your choice:

Your chosen roles are added to the profiles section of the user data sheet. Click Save to apply the modifications in the user data sheet. If you leave the data sheet by clicking Cancel, all modifications are discarded:

Editing Roles

Administrators can also use the roles section to switch directly to the corresponding data sheet to edit a role. To do so, click the corresponding icon of the role you want to edit:

The corresponding role data sheet will open and you can edit the settings, for example to change the role name:

Save your modifications or discard them by using the Cancel button. If you have saved the modifications, they will be displayed in the user data sheet:

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

Adding Additional Data

In the Additional Data section, you can insert complementary data of the user in question, for example postal address or contact numbers. The following fields can be found:

• Organisation

• Department

• Phone

• Mobile

• Fax

• Street

• ZIP

• City

• Country

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

Changing the Password

If a user forgot his password, the administrator can assign a new one. Open the user data sheet and click Change Password:

A password dialog box opens. Enter the new password in the corresponding field:

By default the new password is invisible, use the eye icon to show/hide the password:

As long as your entry does not match the password criteria, you will see a note Password is invalid!:

Hover over the question mark to display the password criteria:

Change the new password until it matches the criteria, only then you will be able to save it:

The user data sheet is displayed again, a message Password successfully changed appears:

Don't forget to inform the user about his new login credentials.

Deactivating a User

If a user is not allowed to access the system any more, his account must be deactivated. Users cannot log in to the business system, if their user account is inactive or if the date in field valid until lies in the past, meaning that the validity of the user account has ended.

If you need to deactivate a user account, open the user data sheet. Untick the checkbox User active:

Confirm your modification by clicking the Save button:

The message Saved successfully! confirms that the data has been saved. You can use the displayed link to reopen the data sheet. In the content area the user list is displayed and the modified user shows the information No in column Activated: