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Creating new groups and users

Creating new groups

Open the User Management module and carry out the following steps:

  1. Click on the Create new group button in the menu bar on the Start tab.
  2. Name the group in the Group details tab in the field Group name
  3. Configure the assignment of rights in the Project tree across all components if you want to assign specific rights to individual projects.
  4. Rights are assigned by activating the checkbox under the four selection options Read, Edit, Create and Delete.
  5. Click on Save in the menu bar.

Create new users

Open the User Management module and carry out the following steps:

Figure: User management module, Create user

  1. Click on the Create new user button in the menu bar on the Start tab.
  2. Name the user in the Username field.
  3. Enter the user's Full name (optional).

  4. Enter the user's Email.

    Info

    If no email address is entered, the user will not receive any notifications, for example regarding errors and warnings, Check-In/Check-Out or job results.

  5. Assign the user to a Group.

    Info

    All users automatically belong to the group All Users. If you manage user rights using groups, then assigning further group memberships in this step will be the only action needed in order to grant rights to this new user.

  6. Note the initial password for the user and the account policy that is activated by default of Password must be changed on next login.

  7. Click on Save in the menu bar.

    Info

    If the user is to use the ExportModule, deactivate the checkbox Password must be changed on next login.