Users

1

User(s) selected 

The select box allows the picking of multiple users on one page for batch processing.

2

Add user(s) to selected groups

Once at least one user on the displayed page is selected a plus icon appears on the right side above the user table. Upon using the button a popup will appear which lets the administrator select groups the selected user(s) should be assigned to. After saving the selection a popup will confirm the saving.

3

Deaktive user(s)

Users can be deactivated. These are displayed in the "inactive users" area and do not require a license. Only after confirming the deactivation in a pop-up window, the users are switched to inactive. More information about inactive users is provided in the following chapter.

3

Delete user(s)

The delete icon can be used to permanently remove users from the system. Confirmation is required after clicking the 'Delete user(s)' button via a popup. 

1

User(s) selected 

The select box allows the picking of multiple users on one page for batch processing.

2

Reactivate user(s)

After confirmation in the pop-up window, the selected users are again active and licensed. They are allowed to log into the system and work in it depending on their permissions. These users are listed in the "Active users" area.

3

Delete user(s)

The delete icon can be used to permanently remove users from the system. Confirmation is required after clicking the 'Delete user(s)' button via a popup. 

1

Create User

The plus button in the lower left of the users view allows for the creation of single users.

2

Username

The username is required for the creation of a new user to the system. It is the name the user will use to log into the system.

3

Email

Assigning a email to the user account is essential and should be unique throughout the system. This is used for identification purposes and notifications by the system for example new task assignments to the user.

4

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. The fast forward/backward buttons will allow the administrator to assign or reassign all available groups at once.

5

Roles

The assignment of roles works the same as the assignment of groups.

6

Create another user

If selected the select box will open a new creation user view once the active user profile is saved.

7

Reset

The reset button will clear the user profile and all its settings to be able to restart a new and fresh with the user creation.

8

Save

Once finished with the user profile settings clicking on the save button will prompt a success popup and add the user to the system. The user can now be accessed via the user tab in the admin panel.

9

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.

10

Blocked

With the 'Blocked' checkbox active login to the system is not possible.

1

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. 

2

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.

3

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. 

4

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.

5

Clone user

Clicking this button will open a popup. A new username and 

6

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.

7

Update profile

After clicking the 'Update profile' button all change made to the user profile will take effect.

8

Clone User

Clones the open user profile. A popup will appear with a user prompt.

9

Username

It is mandatory to forgive a username for the new user account. 

10

Ok

Clicking will create a new user account with the user profile settings of the cloned user profile but without an set email address.

11

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. 

12

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.

13

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.

14

Blocked

With the 'Blocked' checkbox active a login to the system is not possible.

15

Change password

Once the mandatory fields have been filed clicking the 'Change password' save the made changes and the user can log in to the system with the new password.

16

Absence

If a user is not able to do his/her assigned tasks due to being absent from the company, this should be documented in the system. Please refer to rules concerning absence in a user profile for further information.

17

General representative

General designated representative responsible for all tasks assigned to the user. This is valid for all processes.

18

Absence rules

Absence rules can be set for specific processes and representatives that will be responsible for all tasks assigned to the user during his absence only related to the set process.  

19

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. 

20

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. 

21

Handover existing tasks

The selection box once activated will hand over existing tasks.

22

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. 

23

General representative

Via a drop down all possible representatives are listed. One can be selected as representative for all processes.

24

Infobox

As described in the infobox specific absence rules for specific processes are possible in addition to a general representative. The general representative is then only set for tasks of processes that are not described in the absence rules.

25

Representative

Once selected the general representative will be displayed. 

26

Save

In order to activate the general representative during an absence the changes need to be saved.

27

Process

With a drop-down list of available processes, one can be selected for a specific absence rule

28

Representative

Via a drop-down list, a specific representative can be chosen for the selected process definition.

29

Save

With saving the absence rule the changes to the user profile come active and will hand over set rules once the set absence parameters are met.