"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.
Create a user or 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.
Create new User - Relevant data fields
  • 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
User

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.
Role Create
  • 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.
Roles
  • 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.
Settings
  • Then click on Functions.
Functions

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

Apply Features

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.
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