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Please note that you will only see these options , if you have administrator or user manager access rights.

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  1. Username: The system generates a username based on the ‘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’ button.

  2. Default Usergroup and Profile: If a default user group and/or default user profile is set in the Module settings → ‘Users' tab, the user gorup group and/or user profile will be automatically assign assigned 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 user groups, user profiles, and how to assign them can be found in the 'Authorizations’ section. see Authorize Authorizing users.

  3. User License: A user license is automatically assigned to the new user based on the default setting in the Module settings → ‘Users' tab. You can also directly modify this value using the 'User Licenses’ dropdown menu on the user page. For detailed information about user licenses, refer to the User licenses section.

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Additional user settings

A user also has some additonal additional settings , next to the basic user settings. These additional settings can be found via the 'Settings' tab on the user page. The additonal additional user settings determine specific behavior when exporting data to CSV/PDF, several user interface elements, and several debug/security elements.

Some By default, 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 the 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 additional user settings to mention are the ‘Debug access' and ‘Debug' settings. These Obviously, 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 evealuatedevaluated.

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  • Debug: if this setting is enabled, the executed 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

Once Login credentials can be sent once the system user has been set up correctly, login credentials can be sent. These credentials include:

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  1. Email to user: Send the login credentials directly to the email address of the contact linked to the user. To do this, use the ‘Change username/password’ button on the user page and select ‘Email new password to user’ on the next screen.

  2. Email to yourself (user logged in): Send the login credentials to the email address linked to your own (logged-in) user. This option is relevant if you need to change the password (as it requires the automatically generated password). To do this, use the ‘Change username/password’ button on the user page and select ‘Email new password to myself’ on the next screen.

  3. Scheduled Email: Schedule the sending of login credentials for one or multiple users at a specific moment in time. For example, if the customer will go live on a specific future date, you may want the login credentials to be sent on that date. To use this feature, go to the users overview via the ‘Users’ button on the administrators startboard. Search for the relevant users and select them from the list. Then, use the ‘Set password send date for selected users’ option and register a date in the future.

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When a large customer requires access to Workplace Management for all or most of its employees, managing user accounts manually becomes cumbersome due to the frequent changes in personnel. To streamline this process, a Standard Employee Interface can be established.

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Custom Employee Interfaces

Alternatively, a more customized approach can be implemented using an SFTP (Secure File Transfer Protocol) interface can implement a more customized approach. This involves automatically importing files from an FTP server to manage employee data. For more information on setting up a Custom Employee Interface, refer to the documentation available /wiki/spaces/KB/pages/210239617

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