User administration functions

New user

Wizard for creating a new user for a department (name, phone, email, language, private address, entry date, birthday, autologin).

Base

  • Create login: Create a new login if none exists yet.
  • Create access group: New access group, if none already exists for the user.
  • Create resource: Create a new personnel resource.
  • Assign profiles: Assignment to a profile (sales, marketing, server, ...) via profile templates and matrix, as well as department assignment.
  • Assign licenses: License Matrix: Assignment to licenses.

Login

  • Delete login.
  • Set new password: Change password (random password) and request new password at next login, including default password for first login.
  • Delete password history: Reset incorrect logins (PSC_USR.TRY).
  • Change name: Change login name (e.g. after marriage).
  • Configure languages.

Maintenance

  • Show and release record locks: Unlock locked records, user or object related.
  • User-specific settings: Show settings set by the user.
  • Device configuration: Settings for the used devises.
  • Select file server.
  • Configure groupware.
  • Signatures

In addition to the master data, other tabs manage the attributes of the user or internal employee (email signatures, addresses, correspondence fields, etc.).

Note on "Assign licenses".

In the Assign License (License Configuration) dialog, select Named; Concurrent; Server via the Quickfilter.

A server license is independent of users or a number. The license controls whether the respective mod­ule is available on the server. It can then be used by anyone who is assigned to a corresponding user pro­file.

You can check or manage the use of the licenses in the Licenses administrator list. See Licensing.