Manage a user

Product version:
7.2, 7.1, 7.0
Product edition:
  • Community
  • Teamwork
  • Efficiency
  • Performance

Logged on with the Administrator profile, you have rights to manage users as follows:

How to create a user

Reminder: do not create a user with the same login and password as the platform user or the tenant administration (also called the technical user).

  1. In the Portal, go to the Organization menu and choose Users.
  2. Click Create a user.
  3. In the pop-up window, enter the login, password, first name and last name of the new user.
  4. Click Create to confirm the creation.
  5. A page is displayed confirming the information about the new user.

How to edit a user

  1. Go to the Organization menu and choose Users.
  2. Click on a user.
  3. Click More.
  4. Click Edit user.
  5. Edit the details about the user in the popup window.
  6. Click Save.

How to add a membership to a user

  1. Go to the Organization menu and choose Users.
  2. Click More.
  3. Click Add membership.
  4. In the pop-up window, enter the group and role.
  5. Click Add.

How to delete membership of a user

  1. Go to the Organization menu and choose Users.
  2. Click More.
  3. In the Membership table, find the membership to be deleted and click Delete.
  4. In the pop-up window, click Delete.

How to edit user rights

The rights of a user are defined by mapping the user to a profile.

To map a user to a profile:

  1. Go to the Organization menu and choose Profiles.
  2. Select a profile.
  3. Click More.
  4. In the Users mapping section, click Add a user.
  5. in the popup, click the checkbox to select the user to add.
  6. Click Add.

The user is mapped to the profile.

To see all the profiles that are mapped to a user, go to the Organization menu, choose Users and then select the user. The mapped profiles are shown in the Profile section on the right.

Last update on Jan, 21 2016