The "User and Group Management" window contains the User Management Tab and the Group Management Tab.
User Management Tab
On the User Management tab, you can
- create new users
- synchronize users with the Windows domain's Active Directory
- edit existing user data
- lock existing users
- hide existing users from selection lists
- delete existing users
- add users to groups
- remove users from groups.
Click on the User Management tab in the "User and Group Management" window.
Existing Users Section
In this section, you can create new users, import users from the Windows domain user management, delete users, and select existing users for editing.
Create New User Button
- Click this button to create a new user for STP Documents.
Synchronize Users from Active Directory Button
- Click this button to open the "Windows User Selection Dialog" window. Select the desired users and click the OK Button to import the selected Windows users as users in STP Documents.
Delete User Button
- Select the desired user in the User/Group selection list and click the Delete User Button.
Filter
- Enter the search string. The User/Group selection list will display all users whose names start with the entered string.
User/Group
- In this selection list, you can select the desired user to edit their user data.
*Name
- Enter the user's first and last name or another unique identifier.
*Initials
- Enter the initials to be assigned to the user.
*Login Name
-
Enter the user's Windows login name in the format
<DomainName>\<UserName> or
<ComputerName>\<UserName>.
The login name must be unique in the STP Documents user management and can only appear once in the User/Group list in the "Existing Users" section.
Note
Fields marked with an asterisk (*) are required.
Email Address
- Enter the user's email address in the format <UserName>@<DomainName>.
Password
- Enter the user's password for logging into STP Documents.
Windows User
"enabled": No password entry is required when starting STP Documents. The user logged into Windows is used for logging into STP Documents.
Assign a Password even if the Windows User checkbox is enabled.
Locked
- "enabled": The user cannot log into STP Documents.
Hide
"enabled": The user will not appear in selection lists (e.g., for tasks and notes).
Users and groups with administrative roles (e.g., the Administrators group or the users STPAdmin and STPUser) can be hidden in selection lists this way.
Administrators will see hidden users and groups in the selection lists.
Restricted Rights
- "enabled": The selected user does not receive access rights through the All group. Access rights to files, documents, processes, search profiles, etc., must be assigned manually.
Description
- You can enter additional information about the user here.
Member Of Section
- The User/Group selection field in the "Member Of" section lists all groups the user is assigned to.
Button > (Add User to Group)
- Click this button to open the Group Selection Dialog window. Select the desired groups and click the OK Button.
Button < (Remove User from Group)
- Select the undesired group in the User/Group selection field in the "Member Of" section. Click the Button < (Remove User from Group) to remove the user's assignment to the selected groups.
Assigned Roles
This display field lists the roles assigned to the user through groups.
Roles can only be assigned to groups. Group users together and assign the desired roles to the group. The roles assigned to the user can only be listed, not changed, in user management. Role assignment is done through the Group Management tab.
Group Management Tab
On the Group Management tab, you can
- create new groups
- manage existing groups
- delete existing groups
- hide existing groups from selection lists
- add users and existing groups to groups
- remove users and existing groups from groups
- assign roles to existing groups.
Click on the Group Management tab in the "User and Group Management" window.
Existing Groups Section
In this section, you can create new groups, delete groups, and select existing groups for editing.
Button (Create New Group)
- Click this button to create a new group for STP Documents.
Button (Delete Group)
- Select the desired group in the User/Group selection list and click the Delete Group Button.
Filter
- Enter the search string in the input field. The User/Group selection list will display all groups whose names start with the entered string.
User/Group
In this selection list, you can select the desired group to edit its group data.
Name
- Enter a unique identifier.
Hide
"activated": The group will not appear in selection lists (e.g., for tasks and notes).
Users and groups with administrative roles (e.g., the Administrators group or the users STPAdmin and STPUser) can be hidden in selection lists this way.
Administrators will see hidden users and groups in the selection lists.
Description
- Here you can enter additional information about the group.
Members
All users and groups assigned to the selected group are listed here.
Button > (Add user to group)
- Click the button to open the group member selection dialog window. Select the desired users and groups and click the OK button.
Button < (Remove user from group)
- Select the desired group in the User/Group selection field and click the Button < (Remove user from group).
Assigned Roles
- This display field lists the roles assigned to the group.
Button > (Add roles)
- Click the button to open the "Role selection dialog" window. Select the desired roles and click the OK button.
Button < (Remove roles)
- Select the unwanted roles in the "User/Group" selection window in the "Assigned Roles" section. Click the Button < (Remove roles) to remove the selected roles from the group.
Roles can only be assigned to groups.
You can assign a role to users by assigning the user (or a group associated with the user) to a group that already has the desired role assigned.
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