Table of Contents
- Account types
- Customize default user
- Create additional users
- Distribute rights
- Copy user template and permissions
You need users, to be able to log in to xentral. With the rights assignment, you can restrict the functions displayed to other users. How many users you can create depends on the number of licenses you have purchased.
Administration > Settings > System > User or Super-Search User.
With the users, you have the possibility to choose from different account types with associated rights.
The following are available to you in the drop-down menu:
- Administrator: Has all rights. There must always be at least 1 administrator created in the system. An admin or another employee who has access to all areas can see in the URL which rights are needed. For the overview of the warehouse management, for example, this is the right list in the module warehouse:
- User: You can restrict its visibility of interfaces/functions
- LightUser: Restricted license type with a maximum of 20 rights to be assigned. This option appears only in selection if you have booked the license
Customize default user
Initially, the user "admin" is always created in xentral. This has as type administrator. You need it to access xentral at any time.
You always have to link a user with an address from the master data. For this purpose, an address for the Administrator is already created. You can rename this address to yourself directly under Master data > Addresses > Select administrator > Adjust name, etc. > save:
After that, you can change the username (login) and password for the user "admin" under
Administration > Settings > System > User > select admin > username & change password > save:
Create more users
Depending on the number of licenses, you can create additional users.
To do this, proceed as follows:
- Create a new user in the master data address to
- Give this address the role employee
- Create a new user and link it to the previously created address
To restrict the rights of the respective users, you can, as already mentioned above, distribute restricted rights to them. You can set these in the subtab Rights.
First, you take care of the rough division of the rights. For this, you go step by step through the xentral menu and consider yourself for each item, whether the employee should see this. Each menu item is a rights block (e.g. "Addresses", "Articles", "Projects", etc.)
To subsequently grant permissions to a user, enable or disable the rights block via Remove all or Set all. Gray rights are not granted, blue rights are granted:
If necessary, you can fine-tune the individual functions in the rights block further.
Check missing permissions via system log
How to check missing permissions via system log can be found here.
You have the following options when doing this:
- You are logged in as administrator and the user management & system log is open
- You log in as a user in another browser and click through the required interfaces
Should you as a user now encounter a missing right, this will be listed in the system log and you can adjust it in the user management.
Copy user template and permissions
If users have the same rights, for example, because they work in the same department, you have 2 options to avoid having to assign permissions to all users. You can either use a user template or copy the user rights.
To create user templates, navigate to the User Template module via this path: Administration > Settings > System > User Template
If you need any suggestions, you can find sample templates here.
Copy user rights
When creating a new user, you have the option to use the drop-down menu to select the user whose rights should be copied. Using the copy and apply button you copy the rights of the existing user to the rights of the new user.
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