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Create and manage users

How to create new user accounts, manage their rights and modify their properties

Edouard Goutay avatar
Written by Edouard Goutay
Updated over a year ago
  • The creation and management of user accounts is only reserved for administrator profiles.

  • A user account must be associated with an accessible e-mail address

Create a new user account

To create a new user account :

  1. Go to the Administration tab

  2. Open the User page

  3. Click on Add user

  4. In the window that opens, fill in the various fields:

    • First name, Last name, Site

    • Role: used to define the functions available to the user

      • Shared computer: can view objects and write comments

      • Viewer: can also be assigned to workflow tasks

      • Manager: can also create/modify application objects

      • Admin: can also access the administration area to manage users, properties, views and integrations

    • Email address: address used to identify the account, and to receive emails for regenerating passwords

    • Password: initial password for the account. Once the account has been created, this field is no longer accessible from the application.

  5. Click on Confirm:


Modify a user account

To modify an existing user account:

  1. Go to the Administration tab

  2. Open the User panel

  3. Open the page of the user you wish to modify

  4. Modify the user's properties, then confirm


Password management

A user's password is specified when the account is created by an administrator, but it can be managed by anyone who has access to the mailbox associated with the account.

⚠️ It is not possible to change a user's password from the administration portal.

To update a user's password, check this article : Log-in and password management.


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