To create a new user account, you need at least the following data:
Select Add User in Users menu in the sidebar. | |
An empty user data sheet opens. |
On the left side of the Master Data section, you have to insert the personal data of the new user.
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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:
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On the right side of the Master Data section, the account specific data of the user can be filled in:
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Insert the users Login. This is the ID for the user to log in to the business system. | |
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:
The use of a valid e-mail address is also allowed. | |
In the next field, assign a password. | |
You can display the password criteria by hovering over the icon. | |
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. | |
The password is not visible when icon is displayed. Click the icon to display the password. | |
The visible password is indicated by icon . | |
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. |
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 roles you want to assign. | |
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. | |
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. |
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. |