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--- en:how_to_create_a_new_employee_account [2022/01/19 12:51] – fw
+++ en:how_to_create_a_new_employee_account [2025/02/27 17:28] (current) – bk
@@ Line 1: / Line 1: @@
 ====== How do I create an account for a new user? ======
-<WRAP round important 40%>
+<WRAP round important 60%>
-To access this section of promio.connect, the role //Manage clients// is needed! \\ This right is included in //Admin/Verwalter// role.
+To access this section of promio.connect, the role //Manage clients// is needed! \\ This right is included in the //Admin/Verwalter// role.
 </WRAP>
-User accounts can be created in section //Management//. Access this via the button {{:de:button_clientsettings.png?nolink&20|}} at the top left.
+User accounts can be created and edited in section //Management//. Access this via the button {{:de:button_clientsettings.png?nolink&20|}} at the top left.
 {{:en:management_account.png?nolink&400|}}
-In //Client / Company// area, click on //Companies & Clients// to find these tabs:
+In the //Client/Company// area, click on //Companies & Clients// to find these tabs:
-| //Staffs//:|Here you can create new user accounts, change, deactivate and delete them. |
+  * **Staff**: Here you can create new user accounts, edit, deactivate, or delete them.
-| //Licenses//:|Here you can find you licenses for your booked tools  |
+  * **Licenses**: Here you can see your existing licenses for specific tools.
-| //Companies & Clients//:|Here you can create new clients and user accounts for these. You can also change, deactivate and delete them here. |  \\
+  * **Companies & Clients**: Here you can create new clients and user accounts for these. You can edit, deactivate, or delete these accounts here.
-\\
-<WRAP round info 80%>In order to create a new user account which allows access to promio.connect you need the following rights:
-  * To create a new user in the main client (the client number you use to log into promio.connect) you need the permission to //Manage roles and rights//.
-  * If you want to add a new staff account for your customers or sub clients you need the permission to //Manage clients//.
-Both rights are included in the global role //Admin / Verwalter//.
-</WRAP>
-===== Create access for a user of the currently used client =====
+===== Create a new user account =====
-In the tab //Staff// you can click the button on the bottom right to create a new user account for the client you are logged into at the moment.
+  - Go to the //Staff// tab to create a user account in the current client. \\ OR \\ In the //Companies & Clients// tab, click to select the subclient in which you want to create a user account. The client must be marked as a sender. \\ \\
+  - Choose //Create user account// action at the bottom right. \\ {{:en:button_create_useraccount.PNG?150|}} \\ \\
+  - In the opened form, assign a role to the new user account, enter the name and e-mail address of the staff member and define the username. Close the form via button //Create user account//. \\ {{:en:clientsettings_create_useraccount.PNG?300|}} \\ \\
+  - The staff member automatically gets an e-mail to set a password for his or her new user account. \\ In addition, tell the staff member his user name and the ID of the client of his user account. He needs this information for login. \\ \\ <WRAP round info 60%>The staff member should use the password link contained in the email promptly,  as it expires after 24 hours unless otherwise specified! </WRAP>
-{{:en:button_create_useraccount.PNG?150|}} \\
+<WRAP round tip 60%>
+By default, the links specified in the registration email and in the password reset email //forgot your password?// on the login page are valid for 24 hours. However, the validity period can be set individually for a client. This can be done independently for registration and password reset links.
-Fill out the appearing form and assign a role to the new user:  \\
+If you are interested in a different validity period, please contact the promio.net support team.
+</WRAP>
-{{:en:clientsettings_create_useraccount.PNG?300|}} \\
-\\
+===== Modify user account =====
-<WRAP round info 60%>
+By clicking on a user account, you can see details of that user and modify them as follows:
-After creating the account the new user gets an automatical e-mail. By this he can assign a password for his account. The user should user the link promptly, because it expires after a short time.
-</WRAP>
-\\
-When you select a staff member from the list you get to this user’s details. Here you can make the following adjustments:
 {{:en:clientsettings_useraccount.PNG?400|}}
-  * //Edit//: change firstname, surname, e-mail-address or username
+  * //Edit//: Edit first name, surname, e-mail address, or username.
-  * //Role//: change the assigned role
+  * //Role//: Change the assigned role
-  * //Reset password//: The user receives an e-mail with the request to change his or her password. They can now select a new one.
+  * //Control client access//: Standard: Access to all clients or specify which clients the user is allowed to access, optional: Select the default client to which the user automatically switches after logging in.
-  * //Deactivate//: A deactivated user can be reactivated later. Six months after deactivation, an account is automatically deleted for data protection reasons.
+  * //Reset user account//: Sends a registration email to the user. It is only advisable to use this in the following cases:
-  * //Delete//: This user will be removed completely.
+         - The user is not registered but should be able to log in.
-\\
+         - A new user account has been created, but the user has failed to click the registration link in time.
+         - The user has activated the two-factor authentication, but his smartphone/app is not available anymore.
+  * //Activate//: Activate or deactivate user account. A deactivated user account can be reactivated if necessary. Six months after deactivation, an account is automatically deleted for data protection reasons.  The action //Activate// is not available for users who are not registered.
+  * //Delete//: Delete user account. A deleted user account is completely removed and can no longer log in.
-<WRAP round tip 90%>
+<WRAP round tip 60%>
-You can find more information about permissions and roles in the article //How to create a role?//
+You can find more information about permissions and roles in the article //"[[en:how_to_create_a_role]]"//. \\ \\
+You can find further information about how to control a user's client access in the article //"[[en:how_to_control_client_access]]"//.
 </WRAP>
-===== Create access for a user of a sub client =====
+===== Recovering a deleted user account =====
-In case that you work with more than one client, select the wanted one in the list of //Companies & Clients//. A new list of users for this sub client will appear. Here you can add a new account in the same way as described above.
-<WRAP round info 80%>User accounts can only be created in sender clients because only these are listed in the client structure. You will recognize the working ones by the checkmark in the column “Is sender”. </WRAP>
+If a user account was deleted by mistake or by an automatic process due to inactivity for data protection reasons, it can be recovered. In this case, please contact our support team via ticket.
-{{tag>Employee Rights Client Access Account Clientmanagement User promio.mail.complete}}
+{{tag>user_accounts password rights reset roles access logins }}

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