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en:how_to_create_a_new_employee_account

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en:how_to_create_a_new_employee_account [2022/04/25 14:44] – [How do I create an account for a new user?] fwen:how_to_create_a_new_employee_account [2025/02/27 17:28] (current) – bk
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 ====== How do I create an account for a new user? ====== ====== 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>  </WRAP> 
  
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 {{:en:management_account.png?nolink&400|}} {{: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:
  
-  * **Staff**: Here you can create new user accounts, edit, deactivate or delete them. +  * **Staff**: Here you can create new user accounts, edit, deactivate, or delete them. 
-  * **Licenses**: Here you can see your existing licences for specific 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 edit, deactivate or delete these accounts here. +  * **Companies & Clients**: Here you can create new clients and user accounts for these. You can edit, deactivate, or delete these accounts here. 
  
  
-===== Create new user account =====+===== Create a new user account =====
  
-  - Go to //Staff// tab to create a user account in 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. \\ \\+  - 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|}} \\ \\   - 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|}} \\ \\   - 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 has an expiry date!</WRAP>+  - 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>  
 + 
 +<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. 
 + 
 +If you are interested in a different validity period, please contact the promio.net support team. 
 +</WRAP> 
  
 ===== Modify user account ===== ===== Modify user account =====
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 {{:en:clientsettings_useraccount.PNG?400|}} {{:en:clientsettings_useraccount.PNG?400|}}
  
-  * //Edit//: Edit 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 user account//: It is only advisable to use this in the following cases: +  * //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. 
-         - the user is not registered, but should be able to log in. +  * //Reset user account//: Sends a registration email to the user. It is only advisable to use this in the following cases: 
-         - a new user account has been created, but the user has failed to klick the registration link in time.  +         - The user is not registered but should be able to log in. 
-         - the user has activated the two-factor authentification, but his smartphone/app is not available anymore. +         - A new user account has been created, but the user has failed to click the registration link in time. 
-  * //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 user, who are not registrated.+         - 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.   * //Delete//: Delete user account. A deleted user account is completely removed and can no longer log in.
- 
  
 <WRAP round tip 60%> <WRAP round tip 60%>
-You can find more information about permissions and roles in the article //"[[en: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> </WRAP>
  
 +===== Recovering a deleted user account =====
 +
 +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 new User Role Password}} +{{tag>user_accounts password rights reset roles access logins }} 
en/how_to_create_a_new_employee_account.1650890661.txt.gz · Last modified: 2022/04/25 14:44 by fw

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