Manage users

To manage users click the top menu   Authentication button and then click on the submenu  Users link.

Note

By default, the application manages users and roles in its own database.

It is also possible to connect the application to an external directory (LDAP directory, for instance).

The login module can be extended to create your own login adapter. More information about it Creating your own login module.

Caution

When the application is connected to LDAP, the manage users view is automatically set to read-only mode. Almost all actions are restricted.

Users are displayed in a table.

Filtering options Id Name Mail Roles Profile Active Chat Actions

User parameters:

Field	Description	Required
Id	The id the user uses to log in. Two users cannot have the same id.	true
Name	User’s name.	true
Mail	User’s email address.	true
Roles	Roles - groups the user is a member of. A user must belong to at least one of the roles ‘ROLE_ADMIN’ or ‘ROLE_USER’.	true
Profile	Each profile is a set of options available in the user interface.	true
Active	Sets whether the user is enabled.	true
Chat	Indicates whether the user is connected to the chat. Although a user can have the application open in several browser tabs, only one of them will be logged into the chat.	false
Action	Available actions: -  Edits a user. -  Deletes a user. -  Sets the profile. -  Sets the user’s tenant. -  Configures mail accounts. More information here: Manage user mail accounts. -  Shows the user’s activity log. -  Deletes the user’s 2FA secret.	*

• * Mail account and Twitter account are optional.

Create a user

• At the top right of the table, click on the New user icon.
• Fill in all the fields. Remember that all users must belong to at least one of the roles ‘ROLE_ADMIN’ or ‘ROLE_USER’.
• Click on the Create button.

Edit a user

• Click on the Edit user icon.
• Modify the fields.
• Click on the Edit button.

Delete a user

• Click on the Delete user icon.
• Click on the Delete button.

Change the user profile

• Click on the User config icon.
• Choose the profile.
• Click on the Edit button.

Caution

By default, the profile named ‘default’ is automatically assigned to any new user.

Export the users

• At the top right, click on the Export users icon.
• The application will download a .csv file.