Create your first user and assign a role

Goal: You create a user, give them access to a client, and assign a user role so they can work with the appropriate access rights.

Duration: approx. 5–10 minutes

Prerequisite: At least one client has been created, see Create your first client.

Step by step

  1. Go to Administration > Users and click the New user button.

    "New user" button

  2. Enter the master data (name, phone, etc.) in the dialog and save.

    Dialog for creating a new user

  3. Assign client access: In the Action column, click the client button and share the desired client with +.

    Share client access for a user

    Alternatively, client sharing can also be granted for several users at once via Administration > Client sharing.

  4. Assign a user role: Use the Manage user rights icon button to assign a suitable user role, e.g. Project user or Project manager. Rillsoft Integration Server provides seven predefined user roles for this, see Manage users and permissions.

Check the result

The new user appears in the user list under Administration > Users with client access and an assigned user role, and can log in with their credentials.

Next steps: To also assign the user to specific folders or projects, additionally assign a suitable folder role, see Manage clients.

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