User Management
In the User Management area, you can:
Add new users to your RedactManager environment.
Enable, disable, and delete users.
Assign roles to the users.
How to get there:
User Menu > Settings > User Management
User list in the User Management area
What can you do?
How to create a new user:
Click the + New User button (next to the search bar in the bar above the user list).
The "Add New User" dialog opens.
Complete the dialog boxes. Mandatory fields are marked with a red asterisk.
In the Role section, you can assign one or more roles to the user. Just tick the respective checkbox(es).
Click the Save User button to complete the process.
The new user will then be displayed in the user list.
 |
"Add New User" dialog
Good to know:
If you assign a role to the user in the "Add New User" dialog, the user's account will be enabled by default.
If you do not assign a role to the user, the user will be initially disabled. (The Roles column of the user list shows No role defined.)
How to enable or disable a user:
The ACTIVE column of the user list contains a toggle button. If the toggle button is red, the user is enabled; if the button is grayed out, the user is disabled.
Click the toggle button to change a user's status – i. e. to enable or disable a user.
Note: The toggle button next to your name is disabled. So you cannot accidentally deactivate your account.
Toggle button for enabling and disabling users
Caution!
If you disable a user, the assigned roles will be removed. No role is defined for the user then.
If you enable a disabled user (= no role), the user will automatically be assigned the user role. If you want to assign a further or different role to the respective user, you can use the Edit option.
How to edit an existing user or set a temporary password for an existing user:
Edit and Delete user icons in the user list
Hover over the user list and stop on the line of the user you want to edit.
The Edit and the Trash icons appear on the right.
Click on the Edit icon.
The "Edit User" dialog opens. It is similar to the "Add New User" dialog. But it offers an additional feature: You can reset the password of the respective user.
To do so, click Reset Password.
The "Set Temporary Password" dialog opens.
Set a temporary password, save it, and inform the respective user about it. Remember to click "Save" in the "Edit User" dialog if you have made changes there, too.
Reset password option in the "Edit User" dialog
How to delete a user:
Hover over the user list and stop on the line of the user you want to edit.
The Edit
and the Trash icons 
appear on the right.Click the Trash icon.
A dialog opens. It informs you about the implications: It tells you how many dossiers will be affected by the deletion of the user – and reminds you that the deletion affects all documents that are still pending review by the respective user.
Tick the checkboxes in front of these notes to acknowledge that you are aware of the consequences.
Next, click Delete User. (You have changed your mind? Then, click Keep User.)
 |
"Delete User" dialog