This is an old revision of the document!
Table of Contents
How do I set up a user account for an employee in an SSO (Single Sign On) client?
Logging in via SSO (Single Sign On) must be configured for the client and is not available by default. If you are interested, please contact our support team via a ticket.
A client that uses SSO (Single Sign On) is marked under Administration → Clients & Customers with: 
To use this area in promio.connect, you need the right Management → Companies & clients!
This right is included in the role Admin/Verwalter.
You can set up and edit new users in the Management area. You can access this via the 
button at the top left.
In the Cleint / Company area, click on Companies & Clients. Here you will find three tabs:
* User accounts: Here you can set up, change, deactivate or delete user accounts.
* Licenses: Here you can view your existing licenses for certain tools.
* Companies & Clients: Here you can create new clients/sub-clients and set up, change, deactivate or delete user access for them.
Create a new user account
- Select the User accounts tab to create a user in the current client.
OR
In the Companies & Clinets tab, click to select the client in which you want to create a user. The client must be marked as a sender.
- Select the action Create user at the bottom right.
- In the dialog that opens, assign a role to the new user and enter the employee's name and email address. The email address must be identical to the one with which the user authorizes themselves in the customer's own system (e.g. ADFS). Close the dialog using the button Create user.
- Once the user has been created, switch to the tabControl clients access. Here you can use the checkbox to mark the clients that the user should have access to as permitted. If you mark the flag on the right, this sets the default client for the user, to which he is automatically directed after logging in.
You can find detailed instructions on controlling client access in the article “Wie steuere ich den Mandantenzugriff eines Benutzers?”.
Edit a user account
Click on a user to access the details and make the following changes:
* Edit: Change first name, last name, email address or user name * Role: Change role assignment * Control client access: Default: Access to all clients or use the checkbox to specify which clients the user may access, optional: Select the default client to which the user automatically switches after logging in. * Deactivate: Deactivate a user. A deactivated user can be reactivated if necessary. 6 months after deactivation, a user is automatically deleted for data protection reasons. * Delete: Delete user. A deleted user is completely removed and can no longer log in.
In the article “Wie lege ich eine Rolle an?” you can find out everything about roles and rights.
For more information on controlling a user's client access, see the article “Wie steuere ich den Mandantenzugriff eines Benutzers?”.
Restore user
If a user was deleted accidentally or automatically due to inactivity for data protection reasons, they can be restored. In this case, please contact our support team via a ticket.
