Users

Users are the top-most stage of the three-stage user right management system of iPIM. Users can be provided with roles. Roles in turn can be used to group particular rights which can be login rights or rights to use particular modules, apps or actions. In the “Users” area, you can create new users and manage, duplicate or delete existing users. You can also assign existing roles and partners to a selected user.

The tables in the various cards show the assigned roles and rights as well as the related partners. Using the column header tools you can filter table entries or adjust their sequence. In order to filter table entries you can also use the free-text search. And you can customize the selection of attributes that are shown in the table.

Users

Create new users

In order to create a new user, proceed as follows:

1. Click on the CREATE button to call up the corresponding dialog box.
2. Enter a username* in the input field “Username”.
3. Enter a password in the input field “Password”. In order to unhide the entered password, you can click on the  button. To hide the passwort again, you can click on the  button.
4. In order to confirm the chosen password, enter it in the input field “Confirm password”.
5. Possibly enter the job title of the user in the input field “Title”.
6. Possibly enter the first name of the user in the input field “First name”.
7. Possibly enter the last name of the user in the input field “Last name”.
8. Possibly enter the department of the user in the input field “Department”.

• In order to finish the process, click on the SAVE button. A success message is shown. The new user is now created.
• In order to cancel the process, click on the CANCEL button.

• The user name is assigned once. It cannot be edited afterwards.
• Input fields marked with a “*” are mandatory.

Edit users

In order to edit a particular user, proceed as follows:

1. Select the user as described above.
2. Click on the MANAGE button to call up the corresponding dialog box.
3. Make the desired changes.

• In order to finish the process, click on the SAVE button. A success message is shown.
• In order to cancel the process, click on the CANCEL button.

You can either change the user data or the password at once. Changing both at the same time is not possible.

Delete users

In order to delete a particular user, proceed as follows:

1. Select the user as described above.
2. Click on the button. The  CLICK TO CONFIRM button is shown.
3. Click on the  CLICK TO CONFIRM button to confirm the deletion. A success message is shown the user vanishes from the list of users.

In version 5.6.2, the property ipim.admin.reassign.dialog.force-open was introduced. When set to “true”, the property effects that a dialog box is shown when deleting a user. In this dialog box, you can select a user, the worklists of the deleted user are assigned to.

Duplicate users

In order to duplicate a particular user, proceed as follows:

1. Select the user as described above.
2. Click on the button to access the action menu.
3. Click on the option “Duplicate” to call up the corresponding dialog box.
   1. Enter the username for the duplicated user in the input field “Username”.
   2. Enter a password in the input field “Password”. To unhide the entered password, you can click on the  button. To hide the passwort again, you can click on the  button.
   3. To confirm the chosen password, enter it in the input field “Confirm password”.

• In order to finish the process, click on the SAVE button. A success message is shown. And the new user now appears in the list of users.
• In order to cancel the process, click on the CANCEL button.

Roles

The table in the “Roles” card lists the roles which are assigned to the selected user. Here you can assign, revoke and edit roles.

Add roles

In order to assign a new role to the selected user, proceed as follows:

1. Click on the ADD button in the footer of the “Roles” table to call up the corresponding dialog box.

2. Possibly enter a search term in the search field to filter the list of roles by a search term.
3. Select a role. You can also select multiple roles:
   • In order to select a role, transfer it from the left column to the right column . To do so, click on the role .
   • In order to deselect a role, transfer it from the right column back to the left column. To do this, click on the role.

Using the button and the button you can transfer all the from one column to the other column at once.

Remove roles

In order to revoke a role from the selected user, proceed as follows:

1. In the “Roles” table, tick the role which you want to remove from the selected user.
2. Click on the REMOVE button. The CLICK TO CONFIRM button is shown.
3. Click on the CLICK TO CONFIRM button to confirm the revoking of the role. A success message is shown and the revoked role will vanish from the list of roles.

Instead of using the REMOVE button, you can also use the "Delete" icon () icon in the respective table row to delete resp. remove individual entries.

Edit roles

In order to edit a particular user role you have to switch to the “Roles” section. To do so, proceed as follows:

• In the “Roles” table, click on the identifier of the respective role. Then you will be redirected to the “Roles” area where this particular role is called up and can be edited.

Rights

The table in the “Rights” card lists all the rights which are grouped in the roles which in turn are assigned to the selected user. The rights are listed according to the directory structure with its different layers. This e.g. means that children of parent rights must be expanded to see them.

In order to edit a particular right you have to switch to the “Rights” section. To do so, proceed as follows:

• In the “Rights” table, click on the key of the respective role. Then you will be directed to the “Roles” area where this particular role is called up and can be edited.

Related partners

The table in the “Related partners” card lists all the partners which are related to the selected user. Since Version 5.6.1 it is possible to relate new partners to the selected users. Additionally, related partners can be revoked from the selected user.

Up to version 5.6 you need to go to the “Partners” section to relate partners to a user and to revoke related partners from a user.

The table lists direct as well as indirect partners. Direct partners are those that are related to the selected user directly. Indirect partners are those that are related to partners which in turn are related to the partners related to the selected user. This indicated by the respective chips in the “Indirect partner” column.

2. Optional: Enter a search term in the search field to filter the list of partners by a search term.
3. Select a partner:
   • To select a partner, transfer it from the left column to the right column . To do so, click on the partner .
   • To deselect a partner, transfer it from the right column back to the left column. To do this, click on the partner.

You can only remove direct partners. If indirect partners are ticked, the button remains inactive.

Edit related partners

In order to edit a related partner you have to switch to the “Partners” section. To do so, proceed as follows:

• In the table of the “Related partners” table, click on the name of the respective partner. You are directed to the “Partners” section where this particular partner is called up and can be edited.

FAQ

What is a user in the iPIM system?

Users are the top-most stage of the three-stage user right management system of iPIM. Users can be provided with roles, which in turn can be used to group particular rights, such as login rights or rights to use particular modules, apps or actions.

Why do I have to enter the password twice?

Entering the password a second time in the “Confirm password” field reduces the risk that a typo made when setting the password later leads to a login error.

Can I change the username afterwards?

No. The user name is assigned once. It cannot be edited afterwards.

Why can’t I change the user data and the password at the same time?

You can either change the user data or the password at once. Changing both at the same time is not possible.

What is the difference between direct and indirect partners?

Direct partners are those that are related to the selected user directly. Indirect partners are those that are related to partners which in turn are related to the partners related to the selected user. This is indicated by the respective chips in the “Indirect partner” column.

Why does the REMOVE button remain inactive for some partners?

You can only remove direct partners. If indirect partners are ticked, the REMOVE button remains inactive.