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  • Manage Users in PIM

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    Today's blog post details out about Administration in PIM. It highlights the aspects of managing users and steps to carry out the same.


    User management is generally carried out as part of the administration. A permission concept is based
    on the following principles:

    1. Users are only assigned the permissions required to perform their work with no problems.
    2. Permissions are assigned to protect users from any incorrect entries (by locking invalid entry screens or fields).
    3. The data and the system itself need to be protected against external access.
    4. Only the most necessary checks are carried out, so that the system maintains a good performance at all times.


    Managing Users

    Select Management > Users from the Users perspective. It consists of two views:
    Users: A list of users in table format
    Membership : A table in which the selected user's membership is managed

    Create users
    All users who have been entered in the system to date are displayed in the Users view.
    1. Click on plus sign in the Users view. A new row is created in the table.
    2. Enter the data for the new user. After entering the password, a dialog box prompts you to repeat the entry.
    3. Click on to save icon to save the data record.

    You specify which form of authentication is to be used for user identification in the "Authentication mode" column.
    Select one of the following options from the drop-down list:

    Internal: Only the PIM Desktop identifier is used, i.e. users are authenticated on the basis of the user names and passwords defined for them in PIM Desktop user management.

    External: User authentication is based on the user identifier of the operating system user, i.e. the operating system user must be created as an PIM Desktop user. User authentication is based on login to the operating system. In this case, the internal PIM Desktop password is irrelevant.

    Internal & External: External authentication is attempted first. If this fails, the user can log in
    with a different user name and password.


    Assigning users to user groups
    A user that you have selected in the Users view is assigned permissions by virtue of the fact that he or she belongs to certain user groups.
    1. Select the user in the Users view.
    2. The M em b ersh i p view shows which user groups the user is assigned to.
    3. Place a check mark in the "Member" column to assign the user to a particular group or clear the check mark to remove the user from that user group.


    Changing the password
    Passwords are reset in the same way as when they are assigned for the first time.
    1. Change the password in the "Password" column in the Users view.
    2. A dialog box prompts you to confirm the changed password by entering it again. You can only close the dialog box with OK once you have correctly repeated the password.
    3. Click on OK.

    "Normal" users cannot change their own passwords unless they themselves have the User administration right. PIM Desktop does not require initial passwords to be changed.


    Delete users
    1. Select the user in the Users view.
    2. Call up Delete from the pop-up menu or press the DEL key. The selected user will be deleted immediately without a confirmation prompt.

    User verification is only carried out once, at login. If the user you have just deleted is still logged in, he/
    she can continue working. After the user closes the application, he/she will be unable to log in again.



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