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en:how_to_create_a_new_employee_account

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en:how_to_create_a_new_employee_account [2024/12/11 11:34] – bken:how_to_create_a_new_employee_account [2025/02/27 17:28] (current) – bk
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 <WRAP round important 60%> <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|}} \\ \\
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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
   * //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.   * //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.
   * //Reset user account//: Sends a registration email to the user. It is only advisable to use this in the following cases:   * //Reset user account//: Sends a registration email to the user. It is only advisable to use this in the following cases:
-         - the user is not registered, but should be able to log in. +         - 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 klick the registration link in time.  +         - 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 authentification, but his smartphone/app is not available anymore. +         - 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 user, who are not registrated.+  * //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.
  
en/how_to_create_a_new_employee_account.1733913242.txt.gz · Last modified: 2024/12/11 11:34 by bk

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