Hide last authors
gru 1.1 1 {{content/}}
2
gru 34.6 3 == User ==
gru 1.1 4
gru 34.6 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.
gru 1.1 6
gru 34.6 7 Each user type is indicated by a special icon as follows:
gru 5.4 8
gru 5.3 9 {{table colWidth="100-200"}}
10 |=Icon|=User Benutzertyp
gru 34.6 11 |[[image:1_en_LogoClientAdmin.png]]|Client administrator
12 |[[image:2_en_LogoLDAPUser.png]]|LDAP user
13 |[[image:3_en_LogoNormalUser.png]]|Normal user
gru 5.3 14 {{/table}}
gru 1.1 15
gru 34.6 16 For users who are not members of any group, a red warning triangle appears in the lower right corner of the icon.
gru 14.2 17
gru 34.6 18 == Create new user ==
gru 1.1 19
gru 34.6 20 Click the {{ficon name="plus-circle-outline"/}} button to create a user and enter the desired values:
gru 1.1 21
gru 34.6 22 {{figure image="4_en_NewUser.png" width="300"}}
23 Click the {{ficon name="plus-circle-outline"/}} button to create a user.
24 {{/figure}}
gru 1.1 25
gru 34.6 26 === Username ===
gru 11.1 27
gru 34.6 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.
gru 1.1 29
30 {{info}}
gru 34.6 31 **Example:**
gru 1.1 32
gru 34.6 33 The client name is xima.de and the user is demo.
34 Login Name = demo@xima.de
gru 1.1 35 {{/info}}
36
gru 34.6 37 === Role ===
gru 1.1 38
gru 34.6 39 Choice of roles. See [[Roles>>doc:Formcycle.UserInterface.UserSettings.Roles]]
gru 1.1 40
gru 34.6 41 === User groups ===
gru 10.2 42
gru 34.6 43 Selection of groups. Multiple selections are permitted.
gru 10.2 44
gru 34.6 45 === Title, first name, last name, phone, description ===
gru 1.1 46
gru 34.6 47 Please enter the relevant information.
gru 1.1 48
gru 34.6 49 === Email ===
gru 1.1 50
gru 34.6 51 Information is sent to this email address.
gru 1.1 52
gru 34.6 53 === Password assignment ===
gru 1.1 54
gru 34.6 55 Activate this option to set a new password for the user and choose one of the following three possibilities:
gru 1.1 56
gru 34.6 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.
gru 1.1 60
61 {{warning}}
gru 34.6 62 Only the options //Set password manually// is available when no mail server has been configured.
gru 1.1 63 {{/warning}}
64
gru 34.6 65 === Enforce password change at next login ===
gru 1.1 66
gru 34.6 67 When enabled, the user will be required to change the password the next time at the next login attempt.
gru 1.1 68
gru 34.6 69 == Importing LDAP users ==
gru 1.1 70
gru 34.6 71 Click on the "+" button and select the option //Is LDAP user//.
72 {{figure image="5_en_NewUserLDAP.png" width="300"/}}
gru 1.1 73
gru 34.6 74 === Username ===
gru 1.1 75
gru 34.6 76 Here it is only possible to select an existing user. Click on the selection list icon.
gru 1.1 77
gru 34.6 78 === Role ===
gru 1.1 79
gru 34.6 80 Select the user's role. Refer to the help pages on [[Roles>>doc:Formcycle.UserInterface.UserSettings.Roles]].
gru 1.1 81
gru 34.6 82 === User groups ===
gru 1.1 83
gru 34.6 84 Selection of user groups. Multiple selections are permitted.
gru 1.1 85
gru 34.6 86 {{figure image="6_en_MyData.png" title="Change user password" width="200"}}
87 Changing your own password is possible in //My data//.
gru 26.5 88 {{/figure}}
89
gru 34.6 90 == Changing your own password ==
gru 1.1 91
gru 34.6 92 The user passord can be changed in the //My data// menu which can be accessed by clicking on it in the main menu.
gru 1.1 93
gru 34.6 94 == Customize Email Templates ==
gru 1.1 95
gru 34.6 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
gru 1.1 105 ** **%URL%**: Login-URL
gru 34.6 106 ** **%URL_EXPIRATION%**: URL validity period
Copyright 2000-2024