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The administration tab 'Users' displays the detailed view of all users. User management can be administer in this tab. For User import or export use the tab User Import/Export.
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During the user creation process, the additional info tab in the user profile will over more detailed information about the users' contacts, the organization, supervisor, cost center and notifications as well as explicit user management options as described below.
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Reference | Attribute | Description | ||||||
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| Ignore LDAP authentication | With 'Ignore LDAP authentication' checkbox activated the user can log in with this account password stored in the system rather than using his LDAP login authentication. | ||||||
| Blocked | With the 'Blocked' checkbox active login to the system is not possible. |
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The detailed view of a user profile offers the user information in on location.
Basic Info
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Reference | Attribute | Description | ||||||
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| Groups | The assignment for groups can be managed by simply drag & drop the desired groups for assigning as well as designing or by selecting multiple groups with the right mouse button and holding the shift key at the same time and then using the navigation buttons in the middle. | ||||||
| Selection buttons | The forward button will be assigned selected groups from the available groups pool to the assigned group's pool. The backward button will remove selected groups from the user. The fast forward/backward buttons will allow the administrator to assign or reassign all available groups at once. All changes will take effect upon saving and are then associated with the user. |
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Reference | Attribute | Description | ||||||
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| Roles | The assignment for groups can be managed by simply drag & drop the desired groups for assigning as well as designing or by selecting multiple groups with the right mouse button and holding the shift key at the same time and then using the navigation buttons in the middle. | ||||||
| Selection buttons | The forward button will be assigned selected roles from the available roles pool to the assigned roles pool. The backward button will remove selected roles from the user. The fast forward/backward buttons will allow the administrator to assign or reassign all available roles at once. All changes will take effect upon saving and are then associated with the user. | ||||||
| Clone user | Clicking this button will open a popup. A new username and | ||||||
| Delete | The 'Delete' Button will remove the user from the user view. The user will not be able to log into the system once delete. This process can not be reverted and is to be used with caution. | ||||||
| Update profile | After clicking the 'Update profile' button all change made to the user profile will take effect. |
Clone User
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Reference | Attribute | Description | ||||||
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| Clone User | Clones the open user profile. A popup will appear with a user prompt. | ||||||
| Username | It is mandatory to forgive a username for the new user account. | ||||||
| Ok | Clicking will create a new user account with the user profile settings of the cloned user profile but without an set email address. |
Additional Info
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Reference | Attribute | Description | ||||||
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| Notify only if previous task was not done by me | If selected the user will receive a notification should the previous task not be done by him. | ||||||
| Ignore LDAP authentication | With 'Ignore LDAP authentication' checkbox activated the user can login with this account password stored in the system rather then using his LDAP login authentication. | ||||||
| Notify assignee if his task is done by somebody else | If selected the user will receive a notification should the task assigned to the user have been done by a different user. | ||||||
| Blocked | With the 'Blocked' checkbox active a login to the system is not possible. |
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By clicking on the button 'New absence' a mask under Absence will open up with mandatory fields to be set.
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Reference | Attribute | Description | ||||||
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| Absent from | The date the absence of the user starts. By clicking in the open field on the right side of the description a calendar will open up from which the starting date of the absence can be chosen. | ||||||
| Return on | The date the absence ends and the user returns to the company. By clicking in the open field on the right side of the description a calendar will open up from which the end date of the absence can be chosen. | ||||||
| Handover existing tasks | The selection box once activated will hand over existing tasks. | ||||||
| Save | By clicking on the 'Save' button the absence is set to the system. Once saved the absence can be edited or deleted if so desired. |
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The General representative is a substitute who gets the new tasks of all processes during an absence of the user which otherwise would have been assigned to the user itself.
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Reference | Attribute | Description | ||||||
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| General representative | Via a drop down all possible representatives are listed. One can be selected as representative for all processes. |
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