User account management

User account management consists of:

• creating accounts
• modify accounts
• inactivate/activate accounts
• search accounts

Creating accounts

For all records of a class with property "email field for account" (relevances tab), the account creation action will be shown at the search results of the class and at the details of individual records. You can create accounts for all records in this class. An account is always related to a specific user group. An invitation email will be send to the account holder, to confirm the email address. For more info about email settings go to: general mail settings

Modify accounts

As soon as the account is created the application manager can modify the account. Go to the details of the record, and you will see the "Change account" button. You can change the email address or the user group.

Inactivate/activate accounts

Accounts can be inactivated manually, e.g. in case a user left his/her function temporarily. Accounts can also be re-activated by removing the property 'deactivation date'. See example below.

Search accounts

From the application backstage menu Deployment - Accounts, you can get access to all user accounts in your application.

Account management permissions

These functions are standard available for application managers. In addition to this you can grant other users access to these functions. This can be done by setting the property 'Account Relevance' to true for the user group of these users.