"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.