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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 separate feature package. Only the "Company" group is available by default if you have not purchased this option.

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

Info

The group management is an optional feature, usually only the group "Company" is available if you have not booked this feature.

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:

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

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

  2. In the
editing area
  1. edit pane, you can make following changes:

  • group name
    • group description


      • Group Name
      • Group Description

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    2. All created users are listed in alphabetical order under the
    menu
    1. "Members and
    roles.  
    Here, all entries are listed by default in alphabetical order. You can use the search function to
    1. Roles" menu. A search function is available to help you find the desired user entry
    faster, or, alternatively you can
    1. . 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
       
     
    1. Image Modified
    For each

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

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    2. To assign a role to a user
    account
    1. , click
    on the
    1. the [Add role]
    -
    1. button. This opens a
    selection box
    1. drop-down menu where you can select
    other
    1. additional roles.
       
      Image Modified
    Confirm your selection by

    2. Click the [Image Modified

    -

    1. ] 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 it is not possible to delete the last remaining role 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.

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