Accessing the function

This feature is available under Settings/Users menu. Select the desired user, then click either the View or the Edit action.

Function overview

This feature allows the signed-in user to view or edit the selected user's data, as well as the permissions assigned for representing a specific rights holder.

  • The signed-in user is always authorized to edit their own personal data.
  • Only users with administrator rights are authorized to manage user permissions.
  • Assigned permissions are valid only in relation to the current rights holder. If a user is set up to represent several rights holders, user permissions for them may be different.
  • Even with administrator rights, personal data of other users can only be modified in a limited way (see below at user data).

User data window

When viewing a user's details, the User data window appears. Editing rights are granted if either of the following conditions is met:

  • The user is managing their own account.
  • The user has administrator rights.

The window is divided into two sections:

  • User: displays the user's personal information.
  • Authorizations: shows the user's rights assigned for the selected rights holder.

The  Save  button appears at the bottom of the window only if the user has editing rights.

User

  • Username: the identifier used for login. Users may only change their own username. If the username is still an email address, other data can only be modified after changing the username.
  • Email: the user's email address. Only the user's own email address can be changed. Make sure to provide an address where the user can actually be reached.
  • Phone: can be modified by the user or by an administrator.
  • Last name: can be modified by the user or by an administrator.
  • First name: can be modified by the user or by an administrator.

Note: In the User log, the full name generated from the user's first and last name appears next to log entries.

Authorizations

Permissions are assigned to the user in relation to a specific rights holder.

Available permissions: (see User rights)

  • Access to voice recording data
  • Access to financial data
  • Administrator (full access)

Restriction: A signed-in administrator cannot revoke their own administrator rights. The rights holder must always have at least one user with administrator privileges.

Saving changes

  • Fields marked with an asterisk (*) are required.
  • If previously omitted fields have since become mandatory, they must now be filled in to save changes.
  • The system validates field content in real time.
  • If incorrect or incomplete data is entered, an error message appears next to the affected field.
  • The  Save  button is always visible, but saving is only successful if all fields are correctly filled.
  • If a field contains an error, correct the data and click  Save  again.
  • If the username or email address is changed:
    • The system sends a verification code to the new email address (this address is also shown on screen).
    • Enter the digits of the code into the fields that appear, then click  Save .
    • If the code is correct, the data will be saved.
  • If the username is changed:
    • A confirmation email is sent about the change.
    • From now on, the new username must be used to log in.

If you decide not to proceed with the changes, click the Cancel button.

The system will redirect you back to the Users list.