Manage users

To manage users click on the top menu Authentication button and then click on the 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 shown in a table structure.

Filtering options Id Name Mail Roles Profile Active Chat Actions

User parameters:

Field	Description	Required
Id	The id that the user will use to log in. Two users cannot have the same id.	true
Name	User name.	true
Mail	User email address.	true
Roles	Roles - groups - of which the user is a member. The user must be in at least one of the ‘ROLE_ADMIN’ or ‘ROLE_USER’ roles.	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 if 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: - Edit a user. - Delete a user. - Set the profile. - Set the user tenant. - Configure mail accounts. More information here Manage user mail accounts. - Show the activity log of the user. - Delete the user’s 2FA secret	*

• * Mail account and Twitter account are optional.

Create a user

• On the top right of the table, click on the New user icon.
• Fill all the fields. Remember that all users must be in at least one of the ‘ROLE_ADMIN’ or ‘ROLE_USER’ roles.
• 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

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