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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.
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On this screen you can also add, edit, and activate/deactivate users. 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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This is the e-mail to which the user's notifications are sent. For example, when configuring mandatory subjects and subjects that the user is interested in. The user can configure the notifications received by e-mail, through the Notification configuration screen.
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It is possible to add specific fields for a user. 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 Platform ❙ Personal data help section. |
14. Enter the relationship clouds to be joined by the user.
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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 Platform ❙ Quota control. |
19. Enter the projects in which the user has participated.
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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. |
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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The system does not allow you to change the Login field. |
05. Click Save.
Enable/Disable 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 Platform ❙ Anonymize and export personal data help section.
User permissions
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Permissions can be directly associated with the user or associated with that user’s roles and groups.
Access permissions
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The permission options presented depend on the feature type. For more details, see the Platform ❙ Permissions documentation.
01. In the main menu, click Control Panel, check the People group and click Users.
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A screen will open containing all the features released to the user, directly or inherited from a group or role. It is possible to add other permissions, check details or manage them if they are permissions directly assigned to the user in question. |
Add permission
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01. Access the user’s permissions screen, as shown in the Users . Access permissions item.
02. Press the Add button.
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07. Click Finish to conclude permission management for the user in question.
Query permission details
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01. Access the user’s permissions screen, as shown in the Users . Access permissions item.
02. In the listing, locate the feature for which you want to view the specification.
03. Click the button 
in the Actions column.
Manage permissions
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The permissions on this screen can only be changed if the permission is directly assigned to the user. If the permission is inherited by role or group, it cannot be changed from this screen.
01. Access the user’s permissions screen, as shown in the Users . Access permissions item.
02. In the listing, locate the feature for which you want to make changes.
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05. Click Finish to save the changes.
Delete permissions
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The permissions on this screen can only be changed if the permission is directly assigned to the user. If the permission is inherited by role or group, it cannot be changed from this screen.
01. Access the user’s permissions screen, as shown in the Users . Access permissions item.
02. In the listing, locate the feature for which you want to make changes.
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