Prerequisites
– have extended rights
(see Switch to extended rights)

Preamble:
To be able to configure a user account, you must first have created the employee.
If he/she is already created, go directly to the step Configure a user account.

Create an employee

– Applications Menu > Administration > Employees > Create

1. Complete the fields:

• First Name and Last Name
• Photo: it should be square format to display correctly
• Signature: it will be used to trace the user’s creations and modifications on the platform.
• Language: determines the default version of the platform when the user logs in: French FR, English EN. By default, the platform takes the language of the user’s structure.
• Active
• Role
• Email: this address will be used by the platform for all communications and alerts.
• Email alerts: Enable or disable email alerts for this employee
• Contact details

2. Save

The employee file is created.
You then need to define their various roles.

3. Click on the user’s name in the list to open his/her file in the panel.

4. Specify his/her roles in the structure and the group(s) using the buttons

5. Save

Once the employee is created, you can move on to the next step:

Configure a user account

Display the list of employees:
– Applications Menu > Administration > Employees

Method 1

1. Click on + Create an Account on the employee’s line to open the form in the panel.

In the General tab:
2. Enter the Username and Password that the user will need to enter to log in to the platform: the password must contain at least one uppercase letter and one number.

3. Employee: this field has been completed automatically.

4. Extended rights: select Yes if the user is also an administrator, and indicate the duration after which he/she automatically switches back to a standard profile.

In the Firewall tab:
5. It is possible to restrict access to certain IP addresses.

6. Save

The employee account is configured.

Method 2

– Applications Menu > Administration > Accounts > Create

The Create an account form appears in the panel.

In the General tab:
1. Enter the Username and Password that the user will need to enter to log in to the platform: the password must contain at least one uppercase letter and one number.

2. In the Employee field, enter the first few characters of the name and select the user from the list that appears.

3. Extended rights: select Yes if the user is also an administrator, and indicate the duration after which he/she automatically switches back to a standard profile.

In the Firewall tab:
4. It is possible to restrict access to certain IP addresses.

5. Save

The employee account is configured.

These operations are to be repeated for each account to be configured.