User

The User menu is where you manage the following for individual users:

• rights and roles, e.g. view, edit and create new records
• elements of the start page

The following actions are possible in the User menu:

• edit
• export and import
• organize

Users are added and deleted in the Remote admin.

The image shows the users: (1) navigation, (2) button Groups, (3) button Edit , (4) list with all users, (5) checkbox Activated users only, (6) buttons with export and import options

The button Edit will open the editor

If the function Groups is active, the users can be organized into groups for simplified administration.

Warning

Changes in system settings often only take effect when a restart is carried out after closing the system settings (menu item under the button with the user name at the top right, see also introduction).

Edit user administration

The editor for users consists of four tabs:

• user
• templates
• role validation
• record creation

Edit all tabs as required.

Tab User

The image shows the tab User of the editor: (1) field for user name, (2) information login name, (3) button Save changes

Table with all elements of the tab User

Name	Meaning	Note
field Username	display name	can be edited
information Login name		will be assigned when the user is set up and cannot be edited
button Save changes

Tab Templates

The image shows the tab Templates of the editor: (1) assigned user template, (2) button Select field template , (3) assigned plugin template, (4) assigned starting template, (5) field Filter/new for available user groups, (6) button Add button to assign user group to user, (7) field Filter for assigned user groups, (8) button to unassign user group, (9) button Save changes

Table with all elements of the tab Templates

Name	Meaning	Note
button User template or assigned user template
button Field template or assigned field template
button Plugin template or assigned plugin template
button Starting templates or assigned starting template	starting template defines the start tab on the start page	If no starting template is assigned,the starting portal is displayed.
field Filter/new	search for an existing user group or create a new group by entering a new name. Newly added groups are automatically assigned.	The groups shown here are the same groups in which users can be organized into groups.
button to assign user group to user
field Filter	search for an assigned user group
button to unassign the user group
button Save changes

Tab Role validation

The image shows the tab Role validation of the editor: (1) checkbox Active role validation, (2) area view role(s) with edit right, (3) field Filter/new for available roles, (4) button Add button to assign role to user, (5) field Filter for assigned roles, (6) button to unassign role, (7) area additional view role(s) without editing rights, (8) button Save changes

Table with all elements of the tab Role validation

Name	Meaning	Note
checkbox Active role validation	if the role validation is activated, the user can only edit/view the records with this role
area View role(s) with editing rights	user can edit the records to which the role(s) has/have been assigned	the role can be assigned to the record in the record view
field Filter/new	search for an existing role or create a new role by entering a new name. Newly added roles will be assigned automatically.	The roles shown here are the same roles that are displayed under role overview.
button to assign role to user
field Filter	search for an assigned role
button to unassign the role
area View role(s) without editing rights	user can view the records to which the role(s) have been assigned	the role is assigned to the record in the record view
button Save changes

Tab Record creation

The image shows the tab Record creation of the editor: (1) checkbox Create records, (2) field Filter/new for available roles, (3) button Add to assign a role to the user, (4) field Filter for assigned roles, (5) button to unassign the role, (6) checkbox Preset role, (7) button Save changes

Table with all elements of the tab Record creation

Name	Meaning	Note
checkbox Create records	determines whether the user is allowed to create new records or not
field Filter/new	Search for an existing role or creation of a new role by entering a new name. Newly added roles are assigned automatically.	The roles shown here are the same roles that are displayed under roles overview.
button to assign role to user
field Filter	search for an assigned role
button to unassign the role
checkbox Preset role	if the checkbox is active, the role will be displayed under roles overview and can be assigned in this tab and the Role validation tab
button Save changes

Activated users only

If this checkbox is inactive, all users will be displayed. The Remote admin is used to manage whether a user is active or inactive.

Organize users into groups

If the function Groups is active, the record types can be organized into groups for simplified management.

The following actions are possible:

• create groups
• rename groups
• delete groups
• add elements to a group
• remove elements from a group

Note

The actions are shown using the example Field management.

The image shows the field administration with active groups: (1) button Activate groups, (2) button Add group , (3) button Assign selected entries to group , (4) fields from the currently active group

Create a group

The image shows the field administration with active groups

Create user-defined groups

1. click the button Add group

   A new row will be added:

   

2. enter the name of the group (1)

3. click the button (2) Save

   The list with the group names will be updated, the group has been sorted alphabetically.

Rename a group

1. click the group you want to edit

   The button Edit will appear.

   The image shows the group that can be edited:

   

2. click the button Edit

   The element can be edited or deleted.

   The image shows the edit possibilities of the group:

   

3. edit the group name

4. click the button (1) Save (or Cancel)

   The list with the group names will be updated, the group has been sorted alphabetically.

Delete a group

1. click the group you intend to edit

   The button Edit will appear.

   The image shows the group that can be edited:

   

2. click the button Edit

   The element can be edited.

   The image shows the edit possibilities of the group:

   

3. click the button Delete

   The following confirmation window opens:

   

4. click the button Yes (or No)

   The group will be deleted and the list of groups will be updated.

   Links of elements to this group are automatically deleted.

Add elements to a group

(1) selected group with selected elements you want to add to another group, (2) button Assign selected entries to the group to assign the selected elements to this group

1. select a group (1) from which you want to add elements to another group

2. select all the elements you want to add to the group

3. click the button (2) Assign selected items to group of the new group

   The elements are added to the group.

An element can belong to several groups.

Remove elements from a group

(1) selected group with selected elements to be removed from the group, (2) button Remove selected entries from group to remove the selected elements from the group

1. click the group (1) from which you want to remove elements

2. select all the elements you want to remove from the group

3. click the button (2) Remove selected items from group of the group

   The elements will be removed from the group.

Export and import users

The following exports and imports are possible for users:

• export selected data as CSV
• export selected users
• import users

Each export is only carried out for highlighted rows in the user´s list.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

Export selected data as CSV file

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. select the rows you want to export

2. click the button Export selected data as CSV

   The CSV file will be downloaded and saved in the download folder (or the folder that was set for it in the browser).

   The file name is generated automatically and is called #Userlist.csv.

A list with the following information will be exported:

Column	Meaning	Note
user activated		Y(es) or N(o)
admin	does the user have admin rights?	Y(es) or N(o)
Id
login name
display name
record creation	may the user create new records?	Y(es) or N(o)
role validation	are restricted roles assigned to the user?	Y(es) or N(o)
user template	assigned user template
field template	assigned field template
starting template	assigned starting template
plugin template	assigned plugin template
group(s)	name of the user group(s)
last change
add new user
last Login
view roles	assigned viewing role(s) with editing rights	multiple roles possible
additional view roles	assigned viewing roles without editing rights	multiple roles possible
create role	assigned create roles	multiple roles possible

Export selected users

Users exported in that way can be imported back into a CortexEngine.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. select the rows you want to export

2. click the button Export selected

   The following window opens:

   

   A .tar file is downloaded and saved in the download folder (or the folder that was set for this in the browser).

   The file name will be generated automatically.

Import users

Exported users from another CortexEngine can be imported into the current CortexEngine using the Import button.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. click the button Import

   The following window opens:

   

2. click the button Select file

   A window with a file folder opens.

3. select a file

   The following formats are suitable for import

   • .tar
   • .tar.gz
   • #Usr.ctxexp

4. click the button Import

   The following window opens (as an example import of a .tar file):

   

5. click the button Close

   The list with all users will be displayed again.