Create users and assign rights

This chapter explains this, using the example of how to create a user and how to assign login rights as well as basic view and edit rights to the new user.

INFO
Assigning roles and rights to a user is done in the “Users, Roles & Rights” section of iPIM CC. In order to get to a list of the required rights, click here.

Step 1: Create a user

In the first step you need to create a new user. To do so, proceed as follows:

  1. Access the iPIM CC module and go to the “Users” area of the “Users, roles & rights” section.
  2. Click on the CREATE button to call up the corresponding dialog box.
  1. Enter a user name in the “Username” field.
  2. Enter a password in the “Password” field.
  3. Enter the password again in the “Confirm password” field in order to confirm the password.
  4. Enter the job title of the user in the “Title” field.
  5. Enter the given name of the user in the “First name” field.
  6. Enter the lastname of the user in the “Last name” field.
  7. Enter the despartment of the user in the “Department” field.
  8. Enter the e-mail address of the user in the “UserEmail” field.
  9. Click on the SAVE button to finish the process. If the process is successful, a corresponding message will appear. The new user is now created.
Note
Input fields with an * are mandatory.
INFO
More detailed information about how to create and maintain users you can find here.

Step 2: Create a user role

In the second step you need to create a user role. To do so, proceed as follows:

  1. Access the iPIM CC module and go to the “Roles” area of the “Users, roles & rights” section.
  2. Click on the CREATE button to call up the corresponding dialog box.
  1. Enter a role identifier in the “Identifier” field.
  2. Enter short descriptions for the different locales.
    1. Click on the   button in the “Description” field. Then you will be directed to another slider that features individual input fields for the different locales.
    2. Enter the localized short descriptions in the respective input fields.
    3. Click on the  BACK button to get back to the previous slider.
  3. Under role type, select the option “Standard”.
  4. Click on the SAVE button to finish the process. If the process was successful, a corresponding message will appear. The user role is now created and is preselected.
Note
Input fields with an * are mandatory.
INFO
More detailed information about how to create and maintain user roles you can find here.

Step 3: Relate user role to the user

In the third step you need to relate the user role to the user that was created in step 1. To do so, proceed as follows:

  1. Click on the ADD button in the footer of the “Users” card to call up the corresponding dialog box.
  1. Select the user by transfering the user from the left column to the right column. To do so, click on the user.
    Possibly use the text search to filter the list of users by a search term.
  2. Click on the ACCEPT button to finish the process. If the process was successful, a corresponding message will appear. The user is now related to the user role.

Step 4: Assign rights

In the fourth step you need to assign rights to the user role. To do so, proceed as follows:

  1. Click on the ADD button in the footer of the “Rights” card to call up the corresponding dialog box.
  1. Select the required rights by transfering them from the left column to the right column. To do so, click on the individual rights.
    Possibly use the text search to filter the list of rights by a search term.
  2. Click on the ACCEPT button to finish the process. If the process was successful, a corresponding message will appear. The selected rights are now assigned to the user role.
INFO
A list of the basic login, view and edit rights you can find here.