Create a user and assign rights

Users and their user rights are managed via a three-stage system. On the top-most stage are the users. The users can be provided with user roles. User roles in turn can be used to group particular rights to use modules, apps or actions. The same applies to view and edit rights for attributes, taxonomies, locales, clients, contexts as well as for types such as text, price or digital asset types.

Note
Whereas rights to uses modules, apps or actions are implemented in the system, view and edit rights can individually be specified at attributes, types etc. individually.

In order to create a user and assign a set of user rights to them via a standard user role, you can follow the steps listed below:

Create a user

In the first step, the user is created.

  1. Go to the “Users” area of the “User, roles & rights” section of iPIM CC.
  1. Click on the CREATE 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. In order to confirm the password, enter it again in the “Confirm password” field.
  4. Possibly enter the job title of the user in the “Title” field.
  5. Possibly enter the first name of the user in the “First name” field.
  6. Possibly enter the last name of the user in the “Last name” field.
  7. Possibly enter the department of the user in the “Department” field.
  8. Possibly enter the e-mail address of the user in the “UserEmail” field.
  • In order to finalise the creation of the user, click on the SAVE button. If the process was successful, corresponding message is shown. The user is now created. It can be related to a role to which rights can be assigned.
  • In order to cancel the process, click on the CANCEL button.
Note
Input fields marked with a “*” are mandatory.

Create a role and relate it to the user

In the second step you have to create a new role and relate it to the user you have just created:

INFO
Alternatively, you can also relate an existing role to the newly created user.

Create a role

In this step, a new role is created:

  1. Go to the “Roles” area of the “Users, roles & rights” section.
  1. Click on the CREATE button to call up the corresponding dialog box.
  1. Enter a role name in the “Identifier” field.
  2. Possibly enter multilingual short descriptions for the role. To do so, click on the   button in the “Description” field to get the next slider.
  1. Enter the role descriptions for the various locales in in the respective input fields.
  2. Click on the  BACK to get back to the previous slider.
  1. In the “Role type” area, activate the Standard radio button.
  • In order to finalise the creation of the role, click on the SAVE button. If the process was successful, corresponding message is shown. The user is now created. It can be related to the user and rights can be assigned to it.
  • In order to cancel the process, click on the CANCEL button.
Note
Input fields marked with a “*” are mandatory.

Relate the role to the user

In this step, the newly created role is related to the user.

  1. Make sure the newly created role is selected. And if not, select the role from the selection menu.
  1. Click on the ADD button in the footer of the “Users” card to call up the corresponding dialog box.
  1. Use the text search to filter the list of available users by a search term.
  2. Select the user by transfering it from the left column to the right column. To do so, click on the user.
  • In order to establish the relation between the role and the user, click on the ACCEPT button. If the process was successful, corresponding message is shown. The role and the user are now related. Following this, you can assign the appropriate rights to the role.
  • In order to cancel the process, click on the CANCEL button.

Assign rights to the role

In this step, a set of rights is assigned to the newly created role. This can also be done in the “Roles” area of the “User, rights and roles” section.

  1. Make sure that the newly created role is selected.
  2. Make sure that the newly created user is related to the role.
  1. Click on the ADD button in the footer of the “Rights” card.
  1. Select the desired rights. Possibly use the text search to filter the list of available rights by a search term:
    • In order to select a right, transfer it from the left column to the right column. To do this, click on the right.
    • In order to deselect a right, transfer it from the right column back to the left column. To do this, click on the right.
  • In order to finalise the assigning of rights to the role, click on the ACCEPT button. If the process was successful, corresponding message is shown.
  • In order to cancel the process, click on the CANCEL button.
The rights shows here are the basic rights need to log in. Click here to learn more.
The newly created user now possesses the appropriate set of rights.