How Can We Help?

Users Configuration

 
Deepser allows the connection to the system only to la connessione al sistema da parte degli utenti inseriti nel proprio database.
Users can be inserted manually in the system or using the LDAP integration (Active Directory, OpenLDAP, etc.) or using the email integration.

 

 



 

Role and User Type

Users are divided with 2 main categorizations:

 

  • Role: role is used to define which modules are visibile to the user connected to the system and his user type.
    In few words, every user is associated to one (and only one) role that identifies also the user type.

 

  • User Type: Deepser has 4 main user types: Administrator, Agent, Key-User and User. User Type is defined in the role configuration. When a user is assigned a role he inherits automatically the user type define for that role.
    Following, a short description for every user type:
    • Administrator: can access the system configuration and all the menus
    • Agent: can manage records, access the back-end and can edit some settings like grids. He cannot access to the system configuration.
    • Key User: can manage the records and access to the back-end, but cannot edit any settings.
    • End User: can access only to the user portal.

 


User Grids

To access the list of all the users, click on the menu System > Permissions > Users.
In the main screen we will see the grid of the users.

 

There are 5 default grids (see the upper left area), that divides the users for their role.

 

It is possibile to edit every user, accessing the form, by clicking on the corresponding row.

 

We will see the user form.

 

 


Manual Creation of a User

The manual mode to create users allows to insert user data by an operator.
This mode is suitable for small organizations that don’t need to manage a lot of users or for the sporadic insertion of users not recognised by automatic systems.
The organizations that use LDAP systems like Active Directory or Open LDAP should import their users using the LDAP integration.
Only an account with Administrator role can insert new users.
To do that, access the menu System > Permissions > Users.

 

Click the button Add User in the upper right corner of the main screen.

 

We will see the form to insert the user data.

 

We list all the fields of the form and their meaning:

 

Field Meaning
Avatar Icon with the avatar of the user. If not specified, it will be chosen randomly by the system.
Username Unique name for the user, used for the login.
Firstname First Name of the user
Lastname Last name of the user
Email Email of the user to receive notifications.
Password Password to access the system.
Password Confirmation Field to confirm the password (if the user wants to change it).
Role Field to determine the role of the user.
Is Active If not active, a user cannot log into the system.
Startup Page PAge showed after the login to the user.
Language Language of the user.
Timezone Timezone of the user.
Company Company of the user.
Is Supervisor If the user is a supervisor, he can see data of the users of its company and sub-companies.
Company Visibility A user with this field set can see only the data of its company (or sub-companies). If the user has type “User”, this field is ignored, because a User can see only data of its company.

Once filled the form click on Save (or Apply).

 

The difference between Save and Apply is that with Save we update the record and change the screen to the main grid. With the button Apply we save the record and stay in the same form (to check data or to apply other changes).

Previous Base Concepts
Next Groups Configuration
Table of Contents