Create users in the environment

Create users in the environment

In order for a user to access Relatics, the user first needs to have access to the environment. The access for all users to the environment is centrally managed in the environment administration. Once a user has access to the environment, a user can be added to a workspace to work on a specific project.

Add a user to the environment and a workspace *

  1. In the overview with workspaces, click on  Environment administration.
  2. In the view Environment administration, click on the menu  Users.
  3. In the view Users, click on  New user.
  4. In the dialog Create user, fill in values for the fields Authentication via, EmailFirst name, and Last name.
  5. In the dialog Create user, click on Create. As a result, a new user is created and an email with the registration procedure is sent to the corresponding email.

Note:

  • By default, when selecting a workspace for a user to have access to, the user type of the user is set to ‘User’. This implies that a user can view and edit the elements according to the roles set in the corresponding workspace. In the table Workspace access, you can hover over a workspace and select another user type. In case the user type for a user is set to Power User, a user is additionally allowed to make changes to the model, create reports and update the settings of the workspace.

Add multiple users to the environment in batch *

  1. In the overview with workspaces, click on  Environment administration.
  2. In the view Environment administration, click on the menu  Users.
  3. In the view Users, click on  New users (batch).
  4. In the dialog Create users (batch), in the field User information, enter a list of users in semicolon separated format. See the code below for the format including an example.
  5. In the dialog Create users (batch), in the field Created users should authenticate via, select the desired authentication method.
  6. In the dialog Create users (batch), click on Create.

Note:

  • Example of the format for the batch import of users:

"First name 1";"Last name 1";"email1@example.com"
"First name 2";"Last name 2";"email2@example.com"
"First name 3";"Last name 3";"email3@example.com"

Deactivate a user to no longer have access to the environment *

  1. In the overview with workspaces, click on  Environment administration.
  2. In the view Environment administration, click on the menu Users.
  3. In the view Users, click on the user that should no longer have access to the environment.
  4. In the view of the user, for the table Workspace access, click on Edit.
  5. In the view of the user, for the table User, click on Edit.
  6. In the dialog Edit user, toggle the field Status.
  7. In the dialog Edit user, click on Update. A a result, the status is updated to “Inactive”.

Assign a user an administration role for the environment *

  1. In the overview with workspaces, click on  Environment administration.
  2. In the view Environment administration, click on the menu  Users.
  3. In the view Users, click on the user that you want to assign an administration role for the environment.
  4. In the view of the user, for the table Administration roles, click on  Edit.
  5. In the dialog Edit administration roles, select a role.
  6. In the dialog Edit administration roles, click on Update. As a result, the user is assigned an administration role. This allows a user access to Environment administration and edit settings for the environment.

Note:

  • With the administration role Administrator, a user gets the ability to access  Environment administration from the overview with workspaces and it allows the user to view and update its settings.
* In the environment, the administration role of your user must be set to administrator to use this feature.
Back
Schakel JavaScript in je browser in om dit formulier in te vullen.

Download the whitepaper

Schakel JavaScript in je browser in om dit formulier in te vullen.

Download the whitepaper

Request a demo

Fill in the below information and we will contact you to schedule a demo.

Schakel JavaScript in je browser in om dit formulier in te vullen.
We will use this information to contact you.
Schakel JavaScript in je browser in om dit formulier in te vullen.
Schakel JavaScript in je browser in om dit formulier in te vullen.
Addresss

Neem contact op

Vul ons formulier in en een van de Relatics medewerkers neemt zo snel mogelijk contact met u op. Liever telefonisch contact? Bel ons op +31 (0) 180 413 047.
Schakel JavaScript in je browser in om dit formulier in te vullen.