Table of Contents

Users

Overview

The User pages allow you to manage portal users, their roles, and access settings.

User Properties

Field Name Description
User No. Unique identifier for the user.
Contact No. Linked contact number.
Contact Name Name of the contact (automatically filled).
Registration E-Mail E-mail address used for registration and login.
App User ID User ID for app platform access.
Reference Customer or entity reference linked to the user.
Enabled Indicates if the user is active and can access the portal.
Created in Portal Shows if the user was created via the portal.
Status Click on the value: Get Status to see if a user is Registered.

How to Manage Users

1. Add a New User

  • Click New in the user list.
  • Fill in the required fields: Contact No., Registration E-Mail, etc.
  • The system will automatically generate a User No. if left empty.
  • Set Enabled to activate the user.
    • An activation e-mail will be send.

2. Enable or Disable a User

  • Use the Enabled field to activate or deactivate a user.
  • Only enabled users can access the portal.
  • Disabling a user will clear their cache and revoke access.

3. Manage Roles

  • Use the Roles action to assign or view roles for the user.
  • Roles determine which data and views the user can access.
  • Click how to conigure Roles

4. Deregister User

  • Use the Deregister User action to remove the user registration from the portal.
  • Only possible when the user is not enabled.

5. Reset Two-Factor Authentication

  • Use the Reset 2FA action to reset the user's two-factor code.

6. Copy User Configuration

  • Use the Copy User Configuration action to copy roles and settings from another user.

Tips

  • The Contact Name is automatically filled based on the selected contact.
  • The Registration E-Mail must be unique for each user.
  • You cannot modify or delete an enabled user.
  • Use the Created in Portal field to identify users created via the portal.

Troubleshooting

  • If you cannot enable a user, check for duplicate e-mail addresses.
  • If you cannot modify a user, make sure they are not enabled.
  • Use the Deregister User action to remove users safely.

Example Workflow

  1. Add a new user and fill in contact and e-mail.
  2. Enable the user to grant access.
  3. Assign roles as needed.
  4. Reset 2FA if the user has login issues.
  5. Copy configuration from another user for quick setup.
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