Histórico da Página
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More information can be obtained in Platform ❙ Locations. |
12. Select the groups of which the user will be part.
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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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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.
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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.
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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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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When the user is deactivated, the platform sends a notification if they are associated to groups or roles. This is just a notification: when the administrator confirms the deactivation, the user will no longer be associated to any group or role, and then they will be locked.Note: if the user to be deactivated is a platform administrator, the user can only be deactivated after the admin role is deleted
If the user has pending requests or documents, all pending items have to be Transferred before he/she is deactivated. |
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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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