A020 – Create a user

• You have to logon with a user with sufficient privileges (from group such as ADMIN, USER_ADMIN)
• Open the Users and rights menu
• Choose User and the Create button
• Or use the Create a user wizard from Users and rights menu

• Choose a small picture
• Enter a unique identifier as login
• Choose a home page previously created. The Home default home page is a view to objects used in the user session, with a search by domain or a global search.
• It is strongly recommended to create a specific module to store users and their responsibilities

You can also:

• Fill if needed name, contact details and address in their tabs. It is necessary to enter an email to receive notifications (alert).
• Adjust if needed min/max lists size to limit the number of rows in lists.
• Enter interface preferences for menu and standard zones.
• Etc.

Click Next

Exercise:

• Create a user with login = pmartin (Pierre Martin)

This step allows to select a group of rights for the user just created:

• Select Group
• Click Next

Exercise :

• Select MyAdminGroup group
• Add USER_PASSWORD group to allow the user to change his password

This step specifies the user’s responsibility on the selected group:

• Complete the period (at minimum a start date)
• Indicate whether the right is enabled or not
• Choose a module ideally the same than the user’s

Click Next

Exercise:

• Enter a valid period

This step allows to add another responsibility to another group, or exit the wizard.

Back on the user form:

• Check Responsibilities
• Activate the user by clicking on the Activate button, then the user can connect to the application with the login and default password (simplicite)

NB: It is possible to desactivate user access to keep any data linked to his account.

Exercise:

• Activate pmartin user (while logged designer)
• Re connect with this pmartin login (do not forget to take the password generated by the platform)
• Change the password using the dedicated shortcut in the header (if the shortcut is not there it can be added by adding a responsibility to user pmartin on the USER_PASSWORD group)
• It is recomended to add the same responsibility to designer in order that designer also access to Sales domain

In the User parameter tab , it is possible to override some values associated with the display specifically for this user like:

• DISPOSITION: to change site disposition

Exercise:

• Add Show mobile (responsive ui) parameter to pmartin.
• Modify Filter module of pmartin.