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en:how_to_control_client_access

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en:how_to_control_client_access [2024/12/05 11:19] – bken:how_to_control_client_access [2025/02/26 12:34] (current) – bk
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 ====== How do I control a user's client access? ====== ====== How do I control a user's client access? ======
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 +<WRAP round important 40%>
 +To access this section of promio.connect, the role //Manage clients// is needed! \\ This right is included in //Admin/Verwalter// role.
 +</WRAP> 
  
 If you manage multiple clients but want to control access to them independently of the client hierarchy, you can set this individually for a user. You can create users in the main client and from there grant access to the desired clients and set a standard login client. If you manage multiple clients but want to control access to them independently of the client hierarchy, you can set this individually for a user. You can create users in the main client and from there grant access to the desired clients and set a standard login client.
  
-You can make these settings for a user under //Mangement -> Companies & Clients//.+You can make these settings for a user under //Management -> Companies & Clients//.
  
 {{:en:clientsettings_useraccount.PNG?400|}} {{:en:clientsettings_useraccount.PNG?400|}}
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 In order to prevent users from forgetting to remove checkboxes and thereby gaining unauthorized access to all clients and their data, promio.net offers the possibility to configure the client access and login client for all newly created users of a client in the future. Possible configurations would be In order to prevent users from forgetting to remove checkboxes and thereby gaining unauthorized access to all clients and their data, promio.net offers the possibility to configure the client access and login client for all newly created users of a client in the future. Possible configurations would be
  
-A standard client and several permitted clients are defined+A standard client and several permitted clients are defined.
  
-The User arrives after login in the defined client and can only switch to defined clients+    Users arrive after logging in to the defined client and can only switch to defined clients.
  
-A standard client, but NO permitted clients, are defined+A standard client, but NO permitted clients, are defined.
  
-Users arrive in the defined client after logging in and can switch to all clients+    Users arrive in the defined client after logging in and can switch to all clients.
  
-A standard client and ONE permitted client (= standard client) is defined+A standard client and ONE permitted client (= standard client) are defined.
  
-User arrives after login in the defined client and cannot switch to any other clients+    Users arrive after logging in to the defined client and cannot switch to any other clients.
 If you are interested, please contact our support team via a ticket. If you are interested, please contact our support team via a ticket.
 </WRAP> </WRAP>
  
 {{tag>control client access user_accounts logins}}  {{tag>control client access user_accounts logins}} 
en/how_to_control_client_access.1733393960.txt.gz · Last modified: 2024/12/05 11:19 by bk

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