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1 {{content/}}
2
3 == User ==
4
5 Depending on their role, a user has different modules to choose from. Depending on the module, it is possible either to administer parts of the system, to manage data in the inbox or to make evaluations.
6
7 Each user type is indicated by a special icon as follows:
8
9 {{table colWidth="100-200"}}
10 |=Icon|=User Benutzertyp
11 |[[image:1_en_LogoClientAdmin.png]]|Client administrator
12 |[[image:2_en_LogoLDAPUser.png]]|LDAP user
13 |[[image:3_en_LogoNormalUser.png]]|Normal user
14 {{/table}}
15
16 For users who are not members of any group, a red warning triangle appears in the lower right corner of the icon.
17
18 == Create new user ==
19
20 Click the {{ficon name="plus-circle-outline"/}} button to create a user and enter the desired values:
21
22 {{figure image="4_en_NewUser.png" width="300"}}
23 Click the {{ficon name="plus-circle-outline"/}} button to create a user.
24 {{/figure}}
25
26 === Username ===
27
28 The user name is part of the login name and may only contain letters and numbers. The login name is composed of the user name, the @ symbol and the client's name.
29
30 {{info}}
31 **Example:**
32
33 The client name is xima.de and the user is demo.
34 Login Name = demo@xima.de
35 {{/info}}
36
37 === Role ===
38
39 Choice of roles. See [[Roles>>doc:Formcycle.UserInterface.UserSettings.Roles]]
40
41 === User groups ===
42
43 Selection of groups. Multiple selections are permitted.
44
45 === Title, first name, last name, phone, description ===
46
47 Please enter the relevant information.
48
49 === Email ===
50
51 Information is sent to this email address.
52
53 === Password assignment ===
54
55 Activate this option to set a new password for the user and choose one of the following three possibilities:
56
57 * **Generate password:** A new password will be generated automatically and send to the user via mail. The mail will not be encrypted.
58 * **Set password manually:** You can set the password manually. Activate the option //Send user credentials by email// to send the new password to the user.
59 * **Password set by the user:** As a security measure, a one-time-only link will be sent to the user via mail that allows the user to change their password. The link expires after 24 hours.
60
61 {{warning}}
62 Only the options //Set password manually// is available when no mail server has been configured.
63 {{/warning}}
64
65 === Enforce password change at next login ===
66
67 When enabled, the user will be required to change the password the next time at the next login attempt.
68
69 == Importing LDAP users ==
70
71 Click on the "+" button and select the option //Is LDAP user//.
72 {{figure image="5_en_NewUserLDAP.png" width="300"/}}
73
74 === Username ===
75
76 Here it is only possible to select an existing user. Click on the selection list icon.
77
78 === Role ===
79
80 Select the user's role. Refer to the help pages on [[Roles>>doc:Formcycle.UserInterface.UserSettings.Roles]].
81
82 === User groups ===
83
84 Selection of user groups. Multiple selections are permitted.
85
86 {{figure image="6_en_MyData.png" title="Change user password" width="200"}}
87 Changing your own password is possible in //My data//.
88 {{/figure}}
89
90 == Changing your own password ==
91
92 The user passord can be changed in the //My data// menu which can be accessed by clicking on it in the main menu.
93
94 == Customize Email Templates ==
95
96 * (% style="line-height:1.4em" %)The page to customize system-provided email templates can be found at [[Files & templates > Email>>doc:Formcycle.UserInterface.FilesAndTemplates.Email]] in the main menu(%%)
97 * (% style="line-height:1.4em" %)the following applications email templates are available:
98 ** User created
99 ** Reset password
100 * (% style="line-height:1.4em" %)within the templates, the following [[variables>>doc:Formcycle.UserInterface.Variables]] can be used to access user data:
101 ** **%FULL_NAME%**: first name + last name
102 ** **%CLIENT%**: client name
103 ** **%USER_NAME%**: login name
104 ** **%PASSWORD%**: password
105 ** **%URL%**: Login-URL
106 ** **%URL_EXPIRATION%**: URL validity period
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