Users¶
Goal: this page gives an overview of user management — create, change, and delete users, and manage rights, client access, and API access keys per user. Each function is described in detail on the linked subpages.
All users who are allowed to work with Rillsoft Project via the interface to Rillsoft Integration Server are listed here.
Functions
Create a user — use the New user button to create a new user, see New user.
Change a user — use the icon button
to change user master data such as name, phone, etc., see Edit user properties.Delete a user — use the icon button
to delete a user, see Delete user.Manage user rights — use the icon button
to define, per client, which folder and user roles the user belongs to, see Customize user access rights.Client sharing for a user — use the icon button
to define which clients the user is allowed to work with, see Define a user’s client access.Manage resource sharing for timesheets — use the icon button
to mark, in a personnel resource list obtained from the resource pool, the personnel resources the user can enter timesheets for, see Subordinate personnel resources to a user.View all information about a user in one place — use the icon button
, see User info.
The API access key column offers the following options:
generate an API access key for a user
show the API access key
switch to the user’s iCalendar
switch to the user’s timeline
send the user an e-mail with their API access key
delete a user’s API access key