User Management

Create a new user account

Choose menu item Administration->Security->Users in the main menu.
The list of users is shown. Click green button Add New located on right of the tool bar.
The modal window with required user attributes is shown. Enter value at least to mandatory values marked with (*).

3.1. Choose unique user’s nickname. Nickname is used by person as login credentials.
3.2. Choose organization the user belongs to. Usually it is one organization only.
3.3. Choose user’s role. It will specify allowed functionality to the user. 3.4. Enter password. It’s possible to generate complicated one by clicking button Gen.
3.5. Press button Save. User created.

It’s possible to create user account locked initially. The account can be unlocked later.

User is created. You will see a new row in the users list.
The main menu items and control UI elements will be shown/hidden in accordance to the role permissions.

Choose menu item Administration->Security->Users in the main menu.
The list of users is shown.

2.1. Check user’s locked/unlocked status in the list. 2.2. Click to the user nickname.
The user profile is shown.

3.1. Click to button Actions 3.2. Choose item Unlock

3.3. Confirm or Cancel the action.
User is unlocked.

Action User Lock is executed in the same way. Instead of action Unlock you will see action Lock if user is unlocked.

Choose menu items Administration->Security->Roles in the main menu.
The list of roles is shown. Click to the role name.
The role profile is shown. Choose tab Permissions.
The hierarchy of allowed permissions are shown. Click button Edit.
Role’s permissions modification mode is activated.

5.1. Set check box to allow permission. 5.2. Unset check box to disable permission. 5.3. Click button Save to persist changes.

Permission changes will apply to user after next login. This behavior will be improved in next releases.

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