How to create a new user or role and assign their rights and functions.

"I want to restrict document sharing to certain users. In addition, I don't want to provide every functionality of the platform to an external user."

You want to create a user or a role?

• Go to Settings and then to Actions. Here you can select whether you want to Create a user or Create a role.

• After a click on Create User a window opens in which you can enter the relevant data. The fields [Name] and [Password] are mandatory fields. Finally, click on Create.
  
  The user can subsequently change the password.

• At this point you can also assign filters or a role.
  
  IMPORTANT: Without a role the user has no access rights.

• Via Users you get to the overview of all existing platform users and can make all user settings here

You want to create a role?

• If you want to create a role, click on Create a role. Then give the role a name and click on Create. A role consists only of the name. All further functions and rights result from the assignment of the role.

• A role represents a user group to which you can provide usage rights and thus corresponding functional areas. Each user can only have one role.

• The Roles section allows you to view, rename or delete existing roles when they are not in use.

• Instructions on how to assign a role or filter to several users at the same time can be found here.

How you can use functions to combine rights.

• To assign individual rights to your users in an easy WAY, go to Settings.

• Then click on Functions.

Now you see a table with the available functions (rows) and the available roles (columns).

Now you can easily customize the functionality of each role. There are three possible statuses:

• The box is white/not filled
  The function is not available in this role

• The box is blue with a white check mark
  The function is assigned to this role

• The box is blue with a white line
  These are always higher-level functions that are automatically set as soon as a lower-level function is selected.

Assign rights for API users (access via CLI tool)

• For interface users, you can make an assignment via the API rights. Please contact us if you have further questions.