Users & groups
- Luka Žic (Unlicensed)
In the Users & groups section, you will be able to create, edit, deactivate and potentially delete users in your Marinacloud environment.
Additionally, you will be able to create, edit and delete user groups in your Marinacloud environment.
All processes are detailed below.
In order to create a user, click the Add user in the top right. In order to edit an existing user, click Edit below their respective username.
Username: The username is the name that this user will see displayed in the Marinacloud UI. Note that the username does not have to be the full name of the user, just a moniker.
Name: The first name of the user. This box is extremely important, as it will be used as identification of the user on all documents they create.
LastName: The last name of the user. This box is extremely important, as it will be used as identification of the user on all documents they create.
Email: The e-mail address associated with this user.
DepartmentID: In this box, choose the department (previously set up in the Organization panel) that the user belongs to. Note that you can easily change this data if the user has to switch departments.
OIB: The personal identification number of the user.
Active: Tick if this user is currently active in your company.
Select groups assigned to user
In the below windows, select which groups the user belongs to and, by doing so, which privileges they will have in your Marinacloud application. For more information on user groups, please see Editing users groups below. Note that all active groups have to be in the window to the right.
Editing user groups
User groups are a very convenient and simple way to organize your users.
By assigning individual privileges to user groups, when you are creating or editing a user, you don't have to assign them individual privileges. Instead, you just give them the correct group privileges and you're set.
In order to do so, click Edit groups in the top right corner and the following window will pop up.
The left section of this window contains the list of all of your user groups and their descriptions. By clicking the Add new group and Remove buttons, you can easily remove or create groups.
In order to edit an existing group, click the group's name on the left and the roles (or privileges) of that group will appear to the right. For example, if you want a group of users to be able to view the Pricelist module, assign them with the pricelist-view role/privilege.