You can add a user directly to a workplace in the organisation shema, or you can add them to the list of users and then assign them to a workplace later.
If we do not assign the user to a workplace, user will not be able to log in and use the system.
You also need to define the user’s role in the system – Administrator, User, Post room, Project Development – see previous page for an explanation of the terms.
Users can only be created by an authorised user who has administrator rights(Supreme administrator or Administrator).
Adding a new user directly to a workplace
For each user that will work in the EBA DMS system you must:
- Enter the username, i.e. first and last name
The username must be two words, otherwise you will not be able to create the user,
The username is used to log in to the system, it consists of the full first name and the first letter of the last name, e.g. John Doe = johnd.
If there are several users with the same initials, the system automatically adds the number to the user. Eg. johnd1, johnd2, etc.
You can change username in “Internal Authentication” field.
- import or create a certificate
- assign a role to the user by ticking the roles that the user will have
- assign a login password, which you enter when creating or importing a certificate.
Open the Administration>Authorisation system menu.
To add a user to a workplace, select the appropriate workplace, right-click to reveal the list and select Add User:
A new window opens where you can enter the user’s details, define the user’s role and create an internal certificate or assign a qualified certificate to the user:
The minimum information for a new user is first and last name, role and login certificate.
In the Authentication field, tick the authentication method – if you want to login with username and password tick “Internal authentication”. If you will login via Windows AD, tick this option. A Windows AD plugin must be enabled and setup to use this function. See Authentication article.
Now we add a certificate to the user – with the Add button we select whether we will create a new internal certificate or import a qualified one:de
Select New Internal Certificate, a window will appear where you specify the user’s password. You can also tick the option that the user will have to change the password when logging in for the first time – this will allow the user to set their own password.
If we have a so-called Multicompany setup, we can select in the drop-down list which company the user will be billed for.
In a Multicompany setup, the rental fee for a user is only charged for the company on which the user was created, but the user can be assigned to multiple related companies.
The user becomes active (can log in to the system) after the send/accept function has been triggered.
If password management is enabled, the system generates a password for us according to the settings we have made. The password is visible so that it can be copied or forwarded to the user.
Once you have finished entering the data and generating the password, close the window with the OK button and the process of adding a user is complete.
After creating a user a send-receive must be triggered twice in order to send and receive new licence value from EBA agency!