| Info |
|---|
Du skal være administrator for at have rettigheder til se BrugeradministrationYou must be an administrator to have rights to view User administration |
| Table of Contents | ||||
|---|---|---|---|---|
|
...
I Brugeradministration oprettes nye brugere, og eksisterende brugere tilføjes eller fjernes fra selskaber.
Oversigten over brugere viser brugere i de selskaber, som du har ret til at administrere.
Oversigten viser de første 100 brugere, og er sorteret alfabetisk på brugerens navn.
I øverste højre hjørne kan du se, hvor mange brugere der er vist i listen, og hvor mange brugere du har rettigheder til at administrere i alt.
Brug søgefeltet til at søge efter brugere på navn eller e-mail. Listen med brugere afgrænses løbende, som der indtastes i søgefeltet.
Opret ny bruger
En ny bruger oprettes ved at klikke på den grønne knap “Opret ny bruger”.
...
Det er obligatorisk at udfylde brugerens navn og e-mail.
Brugeren oprettes som standard i de valgte selskaber med brugerens initialer (alt før @ i e-mail-adressen).
Det er muligt, at brugeren oprettes i valgte selskaber med hele e-mail-adressen.
Kontakt FututureLink hvis dette ønskes.
Sprog angiver, hvad den nye bruger som standard skal benytte, når de logger ind, og sproget i den e-mail, som brugeren modtager ved oprettelse.
Tilføj selskaber
Sæt flueben i de selskaber, som brugeren skal have adgang til.
Gruppeskabelon
Gruppeskabeloner bruges til hurtigere at kunne tildele rettigheder til den nye bruger.
Skabelonen bruges kun til at tildele brugerens rettigheder ved oprettelse.
Ønskes en eksisterende brugers rettigheder ændret, gøres dette på brugeren i det enkelte selskab.
...
Opret gruppeskabelon
Opret en gruppeskabelon for de forskellige roller, der er i selskabet, som har forskellige rettigheder.
En ny skabelon oprettes ved at klikke på den grønne knap.
...
Angiv navnet for “rollen” i selskabet, og sæt flueben ud for de grupper, som brugeren skal være medlem af.
Dette angiver, hvilke rettigheder brugeren har i det respektive selskab.
Rediger gruppeskabelon
Klik på den orange knap for at redigere en eksisterende gruppeskabelon.
Slet gruppeskabelon
Klik på den røde knap for at slette en eksisterende gruppeskabelon.
Tilføj og fjern selskaber
Klik på en bruger for at se, hvilke selskaber brugeren er tilknyttet.
...
Klik på “Tilføj” for at tilføje en bruger til et selskab.
Klik på “Fjern” for at fjerne en bruger fra et selskab.
Klik på “Fjern alle” for at fjerne brugeren fra alle selskaber i listen.
Fjernes en bruger fra et selskab, vil brugeren ikke længere have adgang til selskabet, eller blive vist i oversigten over brugere inde i det respektive selskabIf you are an administrator, you can access the Settings menu in the bottom left corner of the Company overview.
...
Under Settings, you have access to the User Administration.
...
In User Administration, new users are created and existing users are added or removed from companies.
The list of users shows users in the companies that you have the right to manage.
The list shows the first 100 users and is sorted alphabetically by user name.
In the top right corner, you can see how many users are listed and how many users you have rights to manage in total.
Use the search box to search for users by name or email. The list of users is continuously narrowed as entered in the search field.
Create user
A new user is created by clicking on the green "Create new user" button.
...
It is mandatory to fill in the user's name and e-mail.
The user is created by default in the selected companies with the user's initials (all before @ in the e-mail address).
It is possible that the user is created in selected companies with the whole e-mail address.
Contact FututureLink if this is desired.
Language specifies the default language the new user will use when logging in and the language of the email the user will receive upon creation.
Add companies
Tick the companies you want the user to access.
Group template
Group templates are used to more quickly assign rights to the new user.
The template is only used to assign the user's rights at creation.
If the rights of an existing user are to be changed, this is done for the user in the individual company.
...
Create group template
Create a group template for the different roles in the company that have different rights.
A new template is created by clicking on the green button.
...
Enter the name of the "role" in the company and tick the groups the user should be a member of.
This indicates the rights the user has in the respective company.
Edit group template
Click on the orange button to edit an existing group template.
Delete group template
Click the red button to delete an existing group template.
Add and remove companies
Click on a user to see which companies the user is affiliated with.
...
Click "Add" to add a user to a company.
Click "Remove" to remove a user from a company.
Click "Remove all" to remove the user from all companies in the list.
If a user is removed from a company, the user will no longer have access to the company, or be listed in the list of users inside the respective company.
Send mail with documents for approval
You can choose whether the user should receive emails with documents for approval.
...
This feature is set by default when a new user is created.
Out of Office
You can see in the user overview which users are "Out of office" by clicking on "Out of Office"
...
Set user Out of Office
Select the user you want to put Out of Office and click on the orange "Out of Office" button.
...
This opens a window where you can set the user Out of Office.
...
See the section Out of Office in User Profile.
Remove user
Select the user you want to remove from one or more companies.
...
Click Remove on the companies you want to remove the user from, or click Remove all to remove the user from all companies.
When removing a user from a single company, there is an option to:
Send documents waiting for approval in the user's Inbox to another user or flow
Replace the user in all active flows with another user or flow
Replace the user in all flow profiles with another user
...
If a user is removed from all companies, a message will appear with the companies where the user has active documents (in the user's Inbox).
...
The user must be removed from all these companies and a decision must be made on what to do with the documents in the user's Inbox and who to replace the user with in active flows and flow profiles, as described above.