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Add or edit a user

Introduction

Dialogue [User settings] displays all available users. The application automatically fills in the values in column [User type]. These values depend on the creation of the users. Every user who logs on to the application with an LDAP username and password is created automatically. The [User type] becomes:

  • [Windows user] for an automatically created user that is authenticated via Windows authentication.

  • [LDAP user] for an automatically created user that is authenticated via custom authentication.

  • [Web user] for users created in this dialogue.

  • [Web user] for self-registered users with an active account. See Activate self-registered users.

Procedure

  1. Click [User management] - [Users] - [User settings].
  2. Click the plus icon to add a user. A new user is created.

    Click the pencil icon to edit the user.

  3. Define the user name. The user name must be unique.
    NOTE

    The following characters are not allowed in a username: @";:<>|?/\*[],=+

    The [User name] cannot be changed when you edit the user.

  4. Define the [Role] of the user.
    • [Services]

      The users in the [Services] group have the highest rights. These users can access:

      • [Order processing]. Both the [Order view] and the [Job view].
      • [Product & order editor]
      • [Web shop editor]
      • [Theme editor]
      • [Configuration]
      • [Reporting]
      • [Web Submission]
    • [Order managers]

      The users in the [Order managers] group can access:

      • [Order processing]. Both the [Order view] and the [Job view].
      • [Product & order editor]
    • [Operators]

      The users in the [Operators] group can access the [Job view] of the [Order processing].

    • [Customers]

      The users in the [Customers] group can access the [Web Submission].

  5. Define the [Password] for this user. You can also change the existing password of a user.

    The password must be different from the user name. Use the following rules to define a strong password:

    • The password must have at least 8 characters.

    • The password must use both upper case and lower case characters.

    • The password must contain at least one number.

    • The password must be different from the user name.

    Confirm the password.

    Click [Reset password] to change the existing password of a user.

  6. You can add a user to one or more user groups.

    When a user is added to multiple user groups:

    • You have to select a default user group for the user. The budget of the default user group is used for this user.

    • You have assigned a role to each user group. Each role has associated rights. The rights for the user groups are merged for the user.

  7. [Custom filter settings]

    Enable this option to allow only the use of custom filters for this user in the [Order processing]. You can create the custom filters in the [Manage filters] dialogue of [Order processing].

    When you enable this option, the default filters in the [Order processing] are disabled for this user.

  8. Click [Save].