====== How do I create an account for a new user? ======

<WRAP round important 60%>
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 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 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.
  * **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. 


===== Create a new user account =====

  - 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> 

<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 =====

By clicking on a user account, you can see details of that user and modify them as follows:

{{:en:clientsettings_useraccount.PNG?400|}}

  * //Edit//: Edit first name, surname, e-mail address, or username.
  * //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.
  * //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.
         - 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 60%>
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>

===== 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>user_accounts password rights reset roles access logins }}