Manage a user
How to manage users through Bonita Portal.
You must be logged on with the Administrator profile. |
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).
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In the Portal, go to the Organization menu and choose Users.
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Click Create a user.
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In the pop-up window, enter the login, password, first name and last name of the new user.
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Click Create to confirm the creation.
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A page is displayed confirming the information about the new user.
How to edit a user
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Go to the Organization menu and choose Users.
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Click on a user.
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Click More.
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Click Edit user.
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Edit the details about the user in the popup window.
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Click Save.
How to add a membership to a user
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Go to the Organization menu and choose Users.
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Click More.
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Click Add membership.
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In the pop-up window, enter the group and role.
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Click Add.
How to delete membership of a user
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Go to the Organization menu and choose Users.
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Click More.
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In the Membership table, find the membership to be deleted and click Delete.
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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:
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Go to the Organization menu and choose Profiles.
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Select a profile.
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Click More.
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In the Users mapping section, click Add a user.
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in the popup, click the checkbox to select the user to add.
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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.