Create Users
First open the Admin Console in the menu of your app.
Click on the User Management > Users tab and select "+ Add user" at the top right.
Step 1: Add user:
- Enter the user's first and last name in the fields provided.
- Enter a username in the "Username" field.
The user will use this to log in to the app in the future.
We recommend e.g. a business/private email address, an abbreviation, the personnel number or an ID. An option that the user already knows is recommended.
Attention! No spaces may be used in the username. - Enter a business/private email address, if available.
Users can use the email address to reset their password themselves if necessary.
If this field remains empty, the password can only be reset by the system administrator. - If usergroups are enabled: Assign a primary user group. You can find more info on usergroups here.
- Choose a password. The user logs in with this password during the initial login.
Enter a password and confirm it by entering it again in the bottom line.
Check the box below if you want the user to change the password immediately after the first login. - Click on "Create user" to successfully create the user or the field "Create and add another" if you want to create more users.
Step 2: Assign permissions
💡 By default, a new user is created as a normal user. If this should stay that way, you don't have to change anything.
If the new user is to be a system administrator, follow the steps below:
- Open the user and navigate to the second subdivision, where you find the assignment of roles ("Role").
- Open the "Edit" area and choose between the "USER" and "ADMIN" role.
- Confirm the new allocation by clicking on "Save".
Edit users
- Open the Admin Console in the app menu and open the User Management > Users tab.
- Select the user to be edited. To do this, use the search bar, in which you can simply enter the username or name/first name.
- Open the user by clicking on the username.
- Personal information: In this section you can change the username, first name, surname and e-mail address. Simply click on "Edit" at the top right.
- Management and assignment: In this area you can adjust the role or the permissions of a user. To do this, simply click on "Edit" and choose between "USER" and "ADMIN". You can also select the primary user group here if possible.
- Authentication: A user's password can be changed or reset in this area. To do this, also click on "Edit" and select a password, confirm and save it.
Lock users
- Open the Admin Console in the app menu and select the "Users" tab.
- Search in the overview for the user who is to be deleted.
- Open the user by clicking on the username
- In the section "User details", you will find the button "Lock user".
- With the click on the button the user will be locked. It can take up to 10 minutes before the user is logged out or can no longer use the system. You can find more information on the user account lifecycle here.
Deactivate users
- Open the Admin Console in the app menu and select the tab Users.
- Search the overview for the user you want to deactivate.
- In the row where the user is listed, click on the three-dot menu on the far right.
- Click on the ‘Deactivate user’ field to deactivate the user. It can take up to 10 minutes for the user to be logged out or to no longer be able to use the system. Read more about the user account lifecycle here.
Delete users
- Open the Admin Console in the app menu and select the "Users" tab.
- Search in the overview for the user who is to be deleted.
- Open the user by clicking on the username
- In the upper right corner, click on the three dots and you will find the option "Delete user".
- Now enter "DELETE" in the provided field and complete the process by confirming the deletion. You can find more information on the user account lifecycle here.