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Painel

More information can be obtained in Platform ❙ Locations.

12. Select the groups of which the user will be part.

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Painel

It is possible to add specific fields for a user. E.g.: Gender or home address.

If the user’s additional data is personal data, the key must be written exactly as the personal data attribute.

See image Learn more about privacy settings in the Platform ❙ Personal data help section.

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Painel

This field is only displayed if the relationship cloud feature is enabled.

The default relationship cloud is suggested for the user. However, it is possible to change and define more than one relationship cloud.

More information can be obtained in Platform ❙ Relationship cloud.

15. Select the roles of which the user will be part.

Painel

Click Register roles to enter the roles of which the users will be part. The Workflow Roles can be configured and each user can have more than one role, as entered in the users' registration.

On the Roles screen, click Add.

Painel

If many roles are registered, you can filter them by using the upper bar at the Add Role window. To do so, just enter the name or a word contained in the role name. It is also possible to browse the pages. All users created on the platform are automatically assigned to the “user” role, which cannot be deleted or edited.

On the Add role screen, click Save. To remove, just select the desired role and click Remove.

On the Role screen, click Save again. More information can be obtained in Platform ❙ Roles.

16. Select the document standard language.

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Painel

This field is only displayed when the quota control is active on the platform. Information on this feature can be obtained from Platform ❙ Quota control.

19. Enter the projects in which the user has participated.

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It is not possible to remove users from the platform, only deactivating them. If necessary, it is possible to anonymize the personal data relating to this user. For this, refer to the Platform ❙ Anonymize and export personal data help section.

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Permissions can be directly associated with the user or associated with that user’s roles and groups.

Access permissions 

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The permission options presented depend on the feature type. For more details, see the

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Permissions documentation.

01. In the main menu, click Control Panel, check the People group and click Users.

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