Administrators in the Quicksearch system can create and manage users for all our systems. This is done through two main areas - Users and Groups.
Within Users, you can:
- Create new users
- Manage personal and account information
- Manage login options
- Assign Groups to users
Within Groups, you can:
- Create groups that control permissions for users
- Edit groups
- Overview of which users have access to which groups
Create Users
From the homepage, you can click on Users and then Create new user. The following five areas are presented in a new view:
Personal and account information
There are several personal and account details that can be filled in, but to create a user, information in at least the following fields is required:
- Username
- Email address
- First name
- Last name
- Password (Not applicable for SSO)
Administrator
If the Administrator checkbox is checked, the user becomes an administrator in the systems they have access to.
Access to interfaces
Here, you assign which interfaces should be available to the user. Quicksearch systems Core and Dialog Manager, as well as your portals, are presented here.
Groups
Here, you can add the user to groups that control permissions in the systems.
Create Groups
Groups manage permissions to and within our systems. From the homepage, you can click on Users and then Groups -> Add. The following four choices are presented in a new view:
- Analytics
- Core
- EFM-engine
- Auditor
Here, you can simply decide what users (who belong to the group) should be able to see/do.
Groups created in Workbook also appear in the overview view in Groups, which means that you can assign/edit specific groups in different portals here as well.