User management: General tab

On the General tab in the Properties window, you can change the basic settings for things like Name, E-mail address, default language and so on.

If you change the e-mail address, the system checks for any online meetings. A hint is displayed if this user is the organizer of future online meetings. The participants of the appointment are notified via e-mail.

In the desktop client, the e-mail address is displayed for users in the Properties window on the General tab for Saved e-mail address. Users cannot change this e-mail address.

Administrators or users with sufficient rights to do so, can create one or more e-mail accounts for a user in the Management Console.

You need to enter one specific e-mail address as the default account of a user. We recommend that you use the e-mail address which was entered on the General tab for the default account.

To change the password for an existing user account, select Change password from the toolbar.

The CAS genesisWorld password is valid in the desktop client, CAS genesisWorld Web, the mobile app, and teamWorks.

Users can and should change their passwords. You can change your password in all clients except for the mobile app.

The default language settings are only used if the user does not have any clear designations for the region and language settings.

To permit specific administrative tasks, select the Administrator rights tab.

If you deactivate a user account and the invitation management is deactivated, an appointment check is made.

If appointments with external participants are organized by this user, you will receive a message. You can then delete these appointments or leave them unchanged, that is, activated.

If you delete the appointments, then all external participants will receive a cancellation message.

If you keep appointments activated, these appointments cannot be organized as usually. For example, responses to invitation will bounce back if the e-mail address of the deactivated user account no longer exists.

If no rights to such an appointment exist through another user, the appointment can no longer be changed or cancelled.

You can restrict rights, by using the Guest: No access to public records option in the user account properties. Additional restrictions and specific rights are also possible.

Users with guest access cannot issue external access rights.

This is the reason why the Access rights column is empty in the list of user accounts in the User management area.

It is possible that the Allow user to change administrator settings option on the External access rights from other users tab is deactivated if the Guest ... activated option is active.

Other users cannot issue external access rights to a user who has guest access.
The administrator, however, can make changes to the external access rights settings.
You can assign a user account for guest access to a group.

Please bear in mind, that you can accidentally assign additional rights through group membership.

The following applies to users with guest access, unless the adminstrator has made additional settings:

The password cannot be changed with this user account.
Users will only be able to see data records for which they have been entered as participants or for which they have explicitly been given access rights.
Data records are not displayed if the All (public) participant has been entered. This means that with this user account, no public data records will be visible for user sensitive data records.
Public data records are visible for non user sensitive data record types.
A user with guest access cannot create reports from report templates.

Then users can select other users to participate in appointments using this button in the Select participants window.

If the user has been granted external access to groups, then he or she will also be able to add groups to appointments in the Select participant window.