Main modules : User management : User management – BUSINESS version except Premium variant
User management – BUSINESS version except Premium variant
 
User management consists of two index cards:
 
Users
Personal data, address data and qualifications
 
Certificates
Qualification documents
 
The list of registered users is shown additionally in the lower section of the screen.
 
 
Index card: Users
All personal data can be added to the index card for users.
“Compulsory fields” here are the “USERNAME” and “SURNAME”.
 
Functions of the toolbar
 
Save changes
 
Cancel editing
 
Add user
 
Delete user:
Exception: the current user cannot be deleted.
 
Password:
A password can be issued for each user.
 
Manage attachments (add, display and delete a file/photo)
 
Print, refer to “Print”
 
 
Index card: Certificates
All documents on qualifications – for instance training, qualifications, references and suchlike – can be added to the index card for certificates. “Compulsory fields” are “DESIGNATIONS” here.
 
Functions of the toolbar
 
Save changes
 
Cancel editing
 
Add certificate
 
Remove certificate
 
Manage attachments (add, display and delete a file/photo)
 
Print, refer to “Print”
 
This index card is a list, so it is subject to the functions of the list view. The list symbols are also enabled in the toolbar; refer to “Lists”.
 
 
List of users
All registered users are shown in the list of users.
The matching master data and certificates are shown by selecting a user in the list.
Read-only rights for user-specific data can be restricted by means of roles and rights.
 
Functions of the toolbar
 
Save changes
 
Cancel editing
 
Add user
 
Delete user:
Exception: the current user cannot be deleted.
 
Password:
A password can be issued for each user.
 
Manage attachments (add, display and delete a file/photo)
 
Print, refer to “Print”
 
This index card is a list, so it is subject to the functions of the list view. The list symbols are also enabled in the toolbar; refer to “Lists”.
 
Issue password
Each user must create and change a personal password using the function .
In addition, each user assigned the role of admin can reset and change passwords for all other users in the Business versions Starter to Professional.
From BUSINESS Premium and above, users require the necessary permission to issue passwords.
 
 
Video „Creation of additional user with password and certificates“