User Management
2 minute read
Docusnap features an integrated user management. The User Management feature enables you to grant users access to the Docusnap controls and features and allows them to use extensions. User management will be enabled once you have created and saved the first user. If no users have been defined, any user who connects to this database may use all of the controls and the entire Docusnap functionality. This permission setting also affects access to Docusnap Web. Without an activated user management Docusnap Web is available for all users.
Users
In the Users tab, you can create users and assign roles to them. Once you have created and saved the first user, User Management will be enabled. When you create users, make sure that at least one of them has a role that allows this user to open the User Management. Otherwise, it will no longer be possible to access this feature.
Roles
In the Docusnap Roles tab, you can create and edit roles that can later be assigned to a user. Roles define which user interface controls will be enabled or disabled. Docusnap provides predefined roles. You may, however, create your own roles.
Permission Categories
Permission Categories control which additional Information are visible to which users. First, create the desired categories in the Permission Categories dialog. Then, these categories are available for assignment to the additional Information.#