Add, edit or delete users of your yuuvis® Momentum client via a graphical user interface.

Table of Contents

Introduction

Users with the YUUVIS_MANAGE_SETTINGS or YUUVIS_TENANT_ADMIN or YUUVIS_SYSTEM_INTEGRATOR roles see the User management tile on the dashboard.

This view of yuuvis® architect provides a graphical interface for administrative users in order to manage users belonging to their tenant. Individual users can be edited or deleted and users can be added. New users will be invited via e-mail to set up their passwords.

The functionality is provided by the admin endpoints of the Tenant Management API.

List of Users

A click on the User management tile on the Dashboard opens a new state that lists all users of your client belonging to your own tenant. Each row corresponds to one user. The list is displayed with the following columns:

Column name	Description
Active	Ticked users are activated and can log in. An unticked and thus deactivated user will not be able to log in.
User name	User name for the login of the user. The field is mandatory.
First name	First name of the user.
Last name	Last name of the user.
E-mail	E-mail address of the user. By clicking the entry, a new e-mail will be opened in your local e-mail client with the specified e-mail address as recipient.
Roles	The roles assigned to the user. You can add or remove roles.
ID	Unique user ID automatically set by the yuuvis® Momentum system.

Sort the list by a column by clicking its header. Clicking the column header repeatedly will invert the sort direction.

Filter the list by clicking the icon in any column header and typing your search term.

Adding New Users

In order to add a new user to your tenant, click the Add user button on the right in the top bar. The New user area will open and display a blank form asking for the data of the user to be added. Mandatory fields are User name, E-mail and Roles, where you can select one or several of the roles provided in the dropdown catalog. By clicking the letter icon in the E-Mail field, a new e-mail will be opened in your local e-mail client with the specified e-mail address as recipient.

Click Save to add the user to your tenant.

The user will receive an invitation e-mail guiding them to the registration page. The invitation is valid for 12 hours.

Editing User Data

In the list of users, click on the row of the user for which you want to edit the data. The Properties area will open with the data of the selected row arranged in a form. You can edit the values for First name, Last name and E-Mail, assign additional roles or remove roles, and activate or deactivate the user via the Active checkbox. The user's password is not displayed and can only be changed by the corresponding user.

Click Save to apply your changes. The data of the user will be updated in the list.

Deleting Users

In the list of users, click on the row of the user you want to delete. The Properties area will open where you can find the Delete button. Confirm with OK in the pop-up window. The user will be removed from the list.

Summary

Management of users belonging to your tenant allows you as an administrator to add or remove users of your tenant or to edit some of their data. At least one of the roles YUUVIS_TENANT_ADMIN or YUUVIS_SYSTEM_INTEGRATOR is required.

Read on

yuuvis® client as reference implementation

yuuvis® client is a reference implementation, browser-based working environment for the daily work with the yuuvis® Momentum system. The client enables the work with documents and metadata (Document Management System) and provides a basis for further modeled business applications. Keep reading

Rights and Roles

Find an overview of the rights users get via their roles in yuuvis® architect and yuuvis® client. Keep reading

Tenant Management Endpoints

These endpoints can be used for role and user management for a tenant and to create and delete tenants. Keep reading

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