In the system settings you will find the users section. There you can create users and roles, define their rights via features and manage and edit API permissions, tokens and filters.
Create and manage users
Create new users
Via users you get to the overview of all active and archived platform users. There you can create new users, change user settings, or archive users. To create a new user, click the button new user account. A window will open where you can enter the relevant data. The fields username and password are mandatory. The user can change the password later. Important: Always select a role for a new user. Users without a role cannot log in to cioplenu.
Add additional information to the user profile
If you scroll down further, you can enter additional information for the user account. This includes the first and last name, job title, personnel number, email address, and date of birth. Additionally, you can select a default document language and predefined filters for Editor and Assistant.
Set up e-mail notification for assigned tasks
To ensure that you as a user are automatically notified, as soon as a new task is assigned to you, you can activate e-mail notifications. Make sure that your email address is correctly maintained and select the notifications for assigned tasks via the checkbox.
Creating users for API access
If you want to create a user that uses cioplenu exclusively through the API, select the checkbox users for API access only. For API users, you only need to enter a username and select a role.
When you have entered all the data, click save.
Create and assign roles
Create new role
A role represents a user group, for which you can provide usage rights and thus corresponding functional areas. Each user can have only one role. The roles section allows you to view, rename or delete roles. To create a new role, click the new role button. Name the new role and click save.
Defining features for roles
To define which functions a role may use, go to the features section. There you will find a table with the available functions (rows) and the available roles (columns). You can easily adjust the range of functions of each role using the checkboxes. There are three possible states:
The box is white/not filled:
The function is not available to this role.
The box is blue with white checkmarks:
The function is available to these role.
The box is blue with a white line:
This is a parent function, that is automatically selected once a child function is selected.
Assigning roles and filters for multiple users
You can also assign a role or filter to several users at the same time. To do this, select several users in the user overview. Click on the three points and choose assign filter or assign role and select the filter or role. Then click apply. This will perform the assignments for all selected users.
Assign API permissions for interface users (access via CLI tool)
For interface users of the CLI tool, you can make a dedicated and special assignment via the API permissions. Feel free to contact us, if you have any questions here.