Administrators and users

objectiF RM distinguishes between different types of users, each with different rights and privileges. There are essentially two main categories:

• Standard users
• Administrators

Initial Login and Administrator Account

The user who creates an endpoint with a new database in the Service Manager is automatically registered as the database administrator in the objectiF RM system. They can log in to the client using their Windows credentials.

In addition, an administrator account is created. If user login is configured for the system, they can log in to objectiF RM using the following credentials:

Username: Administrator
Password: Admin

Administrators

In objectiF RM, you will encounter three types of administrators: database administrators, organizational administrators, and project administrators. Administrators are identified by a coat-of-arms icon next to their names in the Manage Users, Manage Employees, and Manage Project Employees views.

Database Administrators

A database administrator is the system administrator of an objectiF RM system and has unrestricted privileges. They can:

• Create, open, and delete organizations and projects
• Create, edit, and delete users, employees, and project members
• Assign permissions
• Access all administrative areas.

A database administrator’s rights can be restricted as needed via functional areas and permissions.

Organization Administrator

An organization administrator is responsible for managing an organization and has the following permissions:

• Access to all administrative areas of the organization
• Create, edit, and delete users
• Create, edit, and delete additional organizations (sub-organizations)
• Create, open, and delete projects
• Create, edit, and remove new employees
• Import users from Active Directory
• Assign employees to other projects
• Assign permissions

Restriction: Organization administrators do not have access to parent organizations and their projects.

Project Administrator

A project administrator handles the basic administration of a project and can:

• Open and delete projects to which they are assigned
• Open the parent organization
• Assign users from organizations as project members
• Assign permissions
• Access all administrative areas within the project

Restriction: Administrator functions related to the parent organization are disabled in the Context-specific menu. However, a project administrator can, within the organization:

• Create a guide
• Edit existing users
• Share the organization
• Configure notifications
• Edit the team calendar

Users

A standard user automatically has the right to log in to objectiF RM. The projects and organizations they see in the Userboard depend on which ones they have been assigned to. The only exception is tutorials. Any user created in the user management system can open tutorials.

Rights: As long as users do not belong to a project group and no permissions have been set for them, they can create, view, edit, and delete all element types in the project. They can also upload a photo or configure settings for bulk emails via the personal menu.

Restrictions: Standard users do not have access to administrative commands.

By default, users are first created or imported. They are then added to organizations as employees and subsequently assigned to projects as project members.