Creating, editing and deleting users

Every person who is to have access to an objectiF RM system must be created or added as a user.

Creating users

Users are created by an administrator, who has the following options:

• Manual creation
• Importing from the Active Directory
• Import from the Active Directory via task

Create Users Manually

Users who are created are automatically granted the right to log in to objectiF RM. If tutorial projects exist, they can open them.

1. Open the System Settings via the vertical toolbar and select System → User Management.
   A view will open showing all users created so far.

2. In the Manage Users view, click the plus button to create a new user.

The Create Database User dialog opens.

3. Enter a name, a valid email address, and, if applicable, initials (only two letters allowed).
4. Under Authentication Method, specify how the user should log in in the future.
   If a user is to log in using a username and password, user login must be configured in Service Manager.
5. Select any additional options as needed and save your entries.

The newly created user appears in the view.

Importing users 

Users can also be imported from Active Directory into an objectiF RM system. By default, the following information is imported: name, initials, email address, phone number, and mobile phone number.

1. In the view, click on the Add a new user from the Active Directory button.

The Select Domain User dialog opens.

2. Select a domain from the dropdown menu next to Domain.
3. To display all users in the selected domain, click the Search button next to Users. To import a specific user, enter the name or the first few letters of the name in the field next to Users, and then click Search.
4. Select one or more users.
5. Once the OK button becomes active, click it to start the import.
   The selected users will be imported and displayed in the view.

Making users database users

Database administrators (system administrators) have unrestricted privileges, including the ability to create, edit, and delete organizations, projects, and users, as well as access to all administrative areas via the context-sensitive menu.

1. Open the system settings via the vertical toolbar and select System → User Management.
2. Select the user who is to be granted database administrator rights, and select the Edit command from the context menu.
3. In the subsequent dialog, check the option User is database administrator.

4. Make your changes and save with OK.

In the view, the user is identified as an administrator by the Administrator icon (shield).

Deactivating users

Users who are deactivated cannot open projects to which they are assigned and are no longer offered in selection dialogs.

1. Open System Settings by clicking on the vertical toolbar, then select System→User Management.
2. Select a user in the view and choose the command Edit from the context menu.
   The Edit Database User dialog opens.
3. Select the User is disabled option and deactivate the User can login option.

4. Save the changes.

In the view, deactivated users are displayed in gray and italics. This also applies to the Organization Staff and Manage Project Staff views.

Deleting users

Users belonging to project elements cannot be deleted. First remove the user from the project before you delete it.

1. Open System Settings via the vertical toolbar and select System → User Management.
2. Select a user in the view and choose the command Delete from the context menu.
3. Confirm the confirmation prompt.