en:how_to_create_a_new_employee_account

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
en:how_to_create_a_new_employee_account [2025/02/27 17:25] bken:how_to_create_a_new_employee_account [2025/02/27 17:28] (current) bk
Line 9: Line 9:
 {{: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.
Line 36: Line 36:
 {{: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 addressor 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 registeredbut should be able to log in. +         The user is not registered but should be able to log in. 
-         new user account has been created, but the user has failed to klick the registration link in time.  +         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.1740673548.txt.gz · Last modified: 2025/02/27 17:25 by bk