User management

Role aliases and editing them
Role aliases determine the names used for different user role rights. It is possible to manage and modify roles through system settings.   From the proce...
Mon, 30 Aug, 2021 at 3:56 PM
Role rights and editing them
User roles and their rights are managed by going to the System > User rights for process roles In the view, you can use the drop-down menu to manage w...
Tue, 31 Aug, 2021 at 11:23 AM
Document classification role rights
Role permissions for document classifications are defined in document settings.  Select from the process menu Documents > Settings    In the...
Wed, 3 Jan, 2024 at 9:56 AM
User management view, search and editing users
To switch to the main user view, select User Administration > User Management    At the top, the main view displays the Add new user button and th...
Wed, 3 Jan, 2024 at 4:32 PM
Add new user
User accounts are managed in User administration > User management The Add new user feature is displayed at the top. Press Add new user to open a men...
Wed, 3 Jan, 2024 at 9:05 AM
Service area roles and their assignement to the user (Resourcing)
It is possible for the main user to assign a service area role to a user if Resourcing is enabled for the customer environment.   Go to user management th...
Tue, 31 Aug, 2021 at 10:29 AM
Send new password for a user
Go to user management through the process menu User administration > User management    Use search to find the correct user account that required ...
Wed, 3 Jan, 2024 at 4:28 PM
Deleting a user
If you want to remove a user account, this can be done through user management.     From the process menu, go to User Administration > User Manage...
Wed, 3 Jan, 2024 at 9:54 AM