Manually creating users
Apart from importing users or setting up automated user provisioning (more on that below), users can also be manually created. Unlike other objects such as (e.g. Assets, Requests, or Contacts), users Users (referred to as System Users) aren't created independently. Instead, they are always created based on existing contacts, which can be persons or organizations.
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To manually create a user, you always start with create a contact (person or organization) first and enable access for that contact. This action generates a System User in the background and links it to the contact. The contact's details, such as email address, are utilized for sending login credentials.
When you open a contact, whether it's a person or an organization, you'll encounter one of two options: either "Enable Access" or "Open User" ‘Enable Access’ or ‘Open User’ (if the contact already has a linked user):
Please note that you will only see these options, if you have administrator or user manager access rights.
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Username: The system generates a username based on the "Username format" ‘Username format’ setting, which can be found via Module settings → Masterdata → Users tab. However, you have the option to change the username and password by using the "Change Username/Password" ‘Change username / password’ button.
Default Usergroup and Profile: If a default usergroups user group and/or default user profiles are profile is set in the module settings, 'UsersModule settings → ‘Users' tab, the newly created user user gorup and/or user profile will be automatically assigned to these. Usergroups and assign to the newly created user. User groups and user profiles determine the user's access to specific modules of the system. Without them, the user won't be able to log in. More information on usergroupsuser groups, user profiles, and how to assign them can be found in the "Authorizations" 'Authorizations’ section. see Authorizations.
User License: A user license is automatically assigned to the new user based on the default settings setting in the module settings, 'UsersModule settings → ‘Users' tab,. You can also directly modify this value using the "'User Licenses" Licenses’ dropdown menu on the user page. For detailed information about user licenses, refer to the User licenses section.
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For more information on the other basic user settings, see: Personal settings
Additional user settings
(Settings tab.
User settings via general user settingsA user also has some additonal settings, next to the basic user settings. These additional settings can be found via the 'Settings' tab on the user page. The additonal user settings determine specific behavior when exporting data to CSV/PDF, several user interface elements and several debug/security elements.
Some of these additional user settings are by default automatically determined by a corresponding client setting. For example, the ‘Field delimiter’ used for a CSV export is by default determined on client level and is automatically taken over to the newly created user. The user can change this value by choice.
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Some relevant additonal user settings to mention are the ‘Debug access' and ‘Debug' settings. These settings can be used for debugging purposes obviously.
Debug access: if this setting is enabled, the debug access button becomes available on the top right corner of the screen. With this option, the access rights of all elements (functions, page functions, objects, page includes) currently shown on the screen, can be evealuated.
Debug: if this setting is enabled, the scripts being executed are shown in a logging section. The user can see if scripts are being executed and if scripts are being executed correctly (information can be shown from scripts via echos).
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Emailing Login Credentials
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