Login and create a new user

In the menu under System click on (1) User and create a new user via the button (2).

User data

(1) Enter user name, first name, last name and assign a (2) role.

Each user must be assigned a role under the "Access permissions" tab.

Field name Mandatory field Data format Length Description and specialties
Usernames Alphanumeric 100 User login, usually you can use the mail address of the user here 
First name

Alphanumeric 100 First name of the user
Last name Alphanumeric 100 User's last name
Initial password   Alphanumeric 100 Is only used and visible when the user is newly created or the user has been reset; see also Password Policy
Change password on first login   Logical   Link to initial login / password policy
Is Active   ...    

List of roles

(→ link to roles)

N/A At least one role must be assigned to each user; the roles Essential and Permissions will be added automatically
Company   ...   Link to access permissions, multi-client capability, etc.
Access classes   ...   Link to access permissions, multi-client capability, etc.

Save user

After all data has been entered, the user will be created by clicking the "Save" button. It is advisable to open the drop-down menu and, if necessary, create one more user under "Save and New".

Before saving the "INITIALPASSWORD" it is essential to keep it, because it is used for the first login of the user. When the newly created user logs in for the first time, a new password must be set.

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