User

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User

Depending on their role, a user has different modules to choose from. Depending on the module, it is possible either to administer parts of the system, to manage data in the inbox or to make evaluations.

Each user type is indicated by a special icon as follows:

IconUser Benutzertyp
1_en_LogoClientAdmin.pngClient administrator
2_en_LogoLDAPUser.pngLDAP user
3_en_LogoNormalUser.pngNormal user

For users who are not members of any group, a red warning triangle appears in the lower right corner of the icon.

Create new user

Click the button to create a user and enter the desired values:

Click the button to create a user.

Username

The user name is part of the login name and may only contain letters and numbers. The login name is composed of the user name, the @ symbol and the client's name.

Example:

The client name is xima.de and the user is demo.
Login Name = demo@xima.de

Role

Choice of roles. See Roles

User groups

Selection of groups. Multiple selections are permitted.

Title, first name, last name, phone, description

Please enter the relevant information.

Email

Information is sent to this email address.

Password assignment

Activate this option to set a new password for the user and choose one of the following three possibilities:

  • Generate password: A new password will be generated automatically and send to the user via mail. The mail will not be encrypted.
  • Set password manually: You can set the password manually. Activate the option Send user credentials by email to send the new  password to the user.
  • Password set by the user: As a security measure, a one-time-only link will be sent to the user via mail that allows the user to change their password. The link expires after 24 hours.

Only the options Set password manually is available when no mail server has been configured.

Enforce password change at next login

When enabled, the user will be required to change the password the next time at the next login attempt.

Importing LDAP users

Click on the "+" button and select the option Is LDAP user.

Username

Here it is only possible to select an existing user. Click on the selection list icon.

Role

Select the user's role. Refer to the help pages on Roles.

User groups

Selection of user groups. Multiple selections are permitted.

Changing your own password is possible in My data.

Changing your own password

The user passord can be changed in the My data menu which can be accessed by clicking on it in the main menu.

Customize Email Templates

  • The page to customize system-provided email templates can be found at Files & templates > Email in the main menu
  • the following applications email templates are available:
    • User created
    • Reset password
  • within the templates, the following variables can be used to access user data:
    • %FULL_NAME%: first name + last name
    • %CLIENT%: client name
    • %USER_NAME%: login name
    • %PASSWORD%: password
    • %URL%: Login-URL
    • %URL_EXPIRATION%: URL validity period