User management area

In the User Management area you can manage user accounts and resource, create groups and assign them to them to users as well as make changes to additional settings, for example, for rights and security.

The inputs you make for settings are displayed on the left-hand side in the User management area. Lists of inputs are displayed on the right.

When using the replication, user accounts are managed on multiple domains.

• User guide Replication

Columns in lists

In the lists for user accounts, resources and groups, columns provide you with a quick overview.

• You will see the respective dates in the Activated on and Deactivated on columns for user accounts.

• Creating/changing users
• User: General tab

• In the Personal data deleted on column under Deactivated entries for user accounts, you will see if and when personal data was deleted for a deactivated account.

• Deactivated entries folder

• In the Access rights column you will see Adjustable and Adjustable, for groups if users are permitted to set the external access rights for others themselves, and the external access rights to groups via an affiliation.

• External access tab

If the Guest: No access to public data records is active, then external access rights will basically not be available after logging on with such an account.

Functions for editing entries

Using the New ... you create a new user account, a new resource and so on. The drop-down list offers you all the options, you will see new entries under the respective entry on the left in the User Management area.

 Properties Opens the properties window for a user account, group and so on.

 Renaming is performed directly in the list after you click the button.

 Duplicate copies the entry you highlighted, consequently some but not all properties will then be duplicated.

 Change password opens a window in which you can define a new user password.

 Overview opens a window with information on the user account you highlighted, for example, on the user's rights.

• Overview: Information about users

Active Directory and LDAP

You will find the functions for the integration of Active Directory in the More options drop-down list.

Active Directory Integration opens the synchronization window.

• Active Directory integration

Defining LDAP accessopens the window for the configuration.

• Defining LDAP access

 Importing Windows users opens the import window.

• Importing Windows users

E-mail addresses for user account and resources

You should ensure that a unique e-mail address is available for each user account, these e-mail addresses are then used for invitation management and the notification service. An e-mail address can be entered for resources and groups.

• Miscellaneous area/Activities/Appointment tab
• Rules area

You enter the e-mail address when creating a single user account, a group or resource into the General tab in the Properties window.

For multiple user account and resources, you can enter the e-mail addresses simultaneously or check them for their uniqueness. The can be helpful, for example, if you are configuring CAS genesisWorld for a company.

If you enter e-mail addresses again, then the existing e-mail addresses will be overwritten.

• You can either highlight more user accounts or more resources in the respective list.

Select Define e-mail addresses from the More options drop-down list in the toolbar.

Checking existing e-mail addresses

In the Defining e-mail addresses window, you will see the Previous e-mail address column in the list.

The check boxes in the Users/Resources column cannot be enabled at this point.

• Click Cancel if you do not wish to change anything.

Entering new e-mail addresses

• Select whether the User name or the Description is to be entered as e-mail address.

The values originate from the user account properties or the resource on the General tab.

• Enter the domain part after the @ sign and select how you want the spaces and special characters to be replaced.
• If you do not enter anything in Replace spaces with, then the spaces will be removed.
• Click Display preview.

Now, you will be able to activate or deactivate the checkboxes. Activate the user account or resources whose e-mail address you want to adopt.

A red smiley indicates that an e-mail address contains invalid characters. In this case, the checkbox is not active. You must then enter this e-mail address manually in the properties of the user and/or resource.

• Clicking OK enters the e-mail addresses and where appropriate overwrites the existing e-mail addresses.