User
User
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.
Each user type is indicated by a special icon as follows:
| Icon | User type |
|---|---|
 | Client administrator |
 | LDAP user |
 | Normal user |
Create new user
Click the "new" button to create a user.
Username
The user name is part of the login name and can only contain letters and numbers. The login name is composed of the user name, the @ symbol and the client's name.
Role
Choice of roles. See Roles
Title, first name, last name, phone, description
Entering the relevant information
Information is sent to this email address.
Setting a password
Should this option be enabled, it is possible to manually assign a password. If not, the system automatically assigns the password upon creation of the user.
Change password
Activate this option to set a new password for the user and choose one of the following three possibilities:
- Generate passwort: A new password will be generated automatically and send to the user via mail. The mail will not be encrypted.
- 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.
- Password set by the user: As a security measure, only 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.
Enforce password-change at next login
When enabled, the user will be required to change their password the next time they attempt to login.
Groups
Selection of groups. Multiple selections are permitted.
Importing LDAP users
Click on the new button and select the option "users from LDAP".
Username
Here it is only possible to select an existing user. Click on the selection list icon.
Role
Select the user's role. Refer to the help pages on Roles.
Groups
Selection of user groups. Multiple selections are permitted.
Changing your own password
To change your own password, hover over the user icon to the top right of the screen and click on change password. The password must be 8 to 20 characters long.
Customize Email Templates
- under the point Files & templates > Email the system-provided email templates can be customized
- the following applications email templates are available:
- User created
- Reset password
- within the templates, the following variables can be used to access user data:
- %FULL_NAME%: first name + last name
- %CLIENT%: client name
- %USER_NAME%: login name
- %PASSWORD%: password
- %URL%: Login-URL
- %URL_EXPIRATION%: URL validity period