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Index
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Speaking of users...
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User is defined as a person that performs public or private functions within the institution. Users may be employees, administrators, participants, students, teachers, monitors, or mentors.
The top of the screen displays the total number of registered, active and locked users, in the accessed company.Below is the list containing the registered users on the platform. By default, upon reaching 31 registered users, the platform automatically creates a second page for the list. You can change the number of registered users to be viewed per page from 30 to 50, 75 or 100.
On this screen you can also add, edit, and activate/deactivate users, see below the paths to perform these procedures. It is not possible to remove users from the platform, but it is possible to deactivate them. In . In addition, each user can only belong to one registered company, and cannot be transferred to another.
Add user
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01. In the main menu, click Control Panel, then check People container and click Users.
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04. Insert the login for the user to access the platform.
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05. Insert registration.
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Each user can only have one registration, which cannot be changed This field is responsible for many validations on the platform, especially in Processes and Documents. For example, whenever a request is started or a document is approved, this is the field that validates the user. |
06. Enter the password.
07. Confirm the password.
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11. Select the time zone to which the user will be connected.
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More information can be obtained in Locations. |
12. Select the groups of which the user will be part.
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Click Register groups to enter the groups to be joined by the user |
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. On the Groups screen, click Add. |
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14. Select the groups of which the user will be part.
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If many groups are registered, you can filter them by using the upper bar at the Add Group window. To do so, just enter the name or a word contained in the group name. It is also possible to browse the pages. |
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On the Add group screen, click Save. |
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To remove it, just select the desired group and click Remove. |
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On the Groups screen, click Save again. |
1813. To add more information, you should click Register additional information.
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It is possible to add specific fields for a groupuser. E.g.: Gender or home address.. If the user’s additional data is personal data, the key must be written exactly as the personal data attribute. See image Learn more about privacy settings in the Personal data help section. |
1419. Enter the relationship clouds to be joined by the user.
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This field is only displayed if the relationship cloud feature is enabled. The default relationship cloud is suggested for the user. However, it is possible to change and define more than one relationship cloud. More information can be obtained in Relationship cloud. |
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15. Select the roles of which the user will be part.
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Click Register roles to enter the roles of which the users will be part. |
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The Workflow Roles can be configured and each user can have more than one role, as entered in the users' registration. |
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On the Roles screen, click Add |
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On the Add role screen, click Save. |
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To remove, just select the desired role and click Remove. |
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On the Role screen, click Save again. More information can be obtained in Roles. |
16. 26. Select the document standard language.
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The default language determines which language will be suggested when the user submits posts. The standard language is also used in searches made by the user. |
2717. Select the physical volume.
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This volume refers to registered volumes. In this volume, information related to the user's private folder will be stored. |
2818. In Quota for My documents (MB), define the maximum storage size – in megabytes – allowed for the user's personal folder.
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This field is only displayed when the quota control is active on the platform. Information on this feature can be obtained from Quota control. |
2919. Enter the projects in which the user has participated.
3020. Enter the user's specialties.
3121. Select the Workflow work group.
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Work group is used by Assignment Mechanism for User's Groups where it is possible to distribute workflow tasks for users related to the user in question. |
32. Select whether a notification e-mail will be sent in html format.
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If this field is not selected, the e-mail is sent in text format. |
33. 22. Click Save.
Edit user
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01. In the main menu, click Control Panel, then check People container and click Users.
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04. Edit information about the Useruser.
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The system does not allow you to change the Login field. |
05. Click Save.
Enable/Disable
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user
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01. In the main menu, click Control Panel, then check People container and click Users.
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When the user is deactivated, the platform sends a notification if they are associated to groups or roles. This is just a notification: when the administrator confirms the deactivation, the user will no longer be associated to any group or role, and then they will be locked. Note: if the user to be deactivated is a platform administrator, the user can only be deactivated after the admin role is deleted. If the user has pending requests or documents, all pending items have to be Transferred before he/she is deactivated. |
Delete user
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It is not possible to remove users from the platform, only deactivating them. If necessary, it is possible to anonymize the personal data relating to this user. For this, refer to the Anonymize and export personal data help section.
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This documentation is valid from the 1.67.5 0 update - LiquidLake. If you use a previous update, it may contain information different from what you see on your platform. |
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