User management

User management allows you to register users to whom you can assign user rights for product and product options either immediately on creating the user or later via product management. Data recorded in the user management will then also be visible for all users in the company address book.

The overview shows you the most important information about a user. The data is initially sorted alphabetically by last name and first name. You can specify the sorting for each displayed column in ascending or descending order. You also have several options for filtering the users displayed:

• Alphabetical filter (first letter of last name)
• Locations
• Departments
• User role
• User status

All filters are additive, so you can combine several filters. For example, if you are searching for users that have a specific role within a particular department at a specific location, you can perform this search by setting the appropriate filters. You also have the option of browsing the user list by entering a search term. In this case, the characters entered have an immediate effect on the search result, whereby the records are immediately filtered.

You can use the “Export list” function to download the whole list for local use, e.g. with Excel, in which case the list is provided as a .CSV file.

You can switch to the detailed view for a user by clicking on a user in the list.

You can also use the following functions:

• “Create user” function for registering a new user and simultaneously assigning products if necessary
• “Delete user” function for deleting a user and the associated products
• “Lock/unlock user” for disabling/enabling a user’s access to the Cloud Manager and use of products
• “Save as a group” function for creating user groups
• “Add to group” function for adding a user to an existing group