Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Updated image - the create button moved. Also clarified text.
Scroll Ignore

DE

After creating each required role and user, use groups to assign the role(s) to a user. See also the "Groups" chapter.

Note

Group management is a bookable feature. Only the "Company" group is available by default if you have not purchased this option.

If you have created the required roles and users in your user management, you can assign these roles to every single user.

In the standard group management the group "Company" is created by default, here you can assign the roles to users.

 



To assign one or more roles to a user, proceed as follows:

  1. First click on Click the menu item "Groups" entry in the navigation pane. The list of all groups is located will appear in the middle pane of the browser window, . The "Company" group is listed by default, .

    Image Added

  2. Click the group "Company" is available.
    Image Removedgroup to open an edit pane to the right.

  3. In the editing areaedit pane, you can make following changes:
  4. group name
  5. group description

     
    • Group Name
    • Group Description


  6. All created users are listed in alphabetical order under the menu "Members and roles.  Here, all entries are listed by default in alphabetical order. You can use the search function to Roles" menu. A search function is available to help you find the desired user entry faster, or, alternatively you can . You can also sort the user list according to the following criteria:

    • Company name
    • Email
    • Firsname
    • LastName
    • Telephone
    • e-mail
    • company name
    • last name
    • first name
    •  phone number
     


  7. For each Each user entry , all already assigned roles are displayed next to the corresponding e-mail and displays an email address, a company name (if one one is defined in user management), and a list of the user's existing roles.

  8. in der users administration). To assign a role to a user account, click on the the [Add role] - button. This opens a selection box drop-down menu where you can select other additional roles.
     


  9. Confirm your selection by

    Click the [Image Modified

    -

    ] icon to confirm your selection. Add more roles as described to this user account as needed.


    You also have the option, to remove any user assigned roles. To do this, click the Image Removed-icon of the appropriate role.
    Image Removed

 

 

  1. Info

    When multiple roles are assigned to a user, the rights they grant are "additive". This means that if one role grants the right to edit, and another one assigned to the same user doesn't, that user maintains the right to edit.

  2. Click the [Image Added] icon to remove any role.

    Note

    Every user must have at least one role in the group, thus removing the last role from the user also removes the user from the group. This is true of all groups except for the "Company" group. The "Company" group must contain every user, thus

NotePlease keep in mind that
  1. it is not possible to

withdraw
  1. delete the last remaining role

with the administration area right as an administrator.
 
  1. assigned to a user in this case.


Note

There must always be at least one person with an administrator role within each group. Thus, it is not possible to remove the last admin user from a group.