The article describes settings for user administration in both the database and the platform administration.
Manage users in the database administration
Manage users in the platform administration
- Platform Roles - User Management Requirements
General
Users are administered in both the platform administration and the database administration.
In the platform administration, changes of e-mail address, username, name and any password are handled.
You can add a user from both the database and the platform, but depending on the use case, we recommend different approaches.
If you are going to add a single user: See Add new user (Länk till rubrik)
If you are going to add several users: See Create more users via import (länk till rubrik)
In the database, you can add users from the platform and edit permissions or delete users.
If you only have one (a sharp) database, we recommend for smoothest handling to add the user from the database, not from the platform.
Manage users in the database administration
Add new user (recommended approach)
- Go to the database administration and click on "Users".
- Click + Add User.
- If you don’t have access to the function, you need to get extra authorization from your administrator (see platform roles). It may also be because you are in a database copy - in these only existing platform users can opt in.
- Fill in the e-mail address. If the user already exists in the platform, it will appear when you start filling in the email address. Select the entry that appears, in this case
- Fill in the rest of the information about the user and save.
- If the user already exists in the platform, it will be synced when you start filling in the email address. Select the entry that appears and enter the permission and principal for the user.
- The new user will have it synced automatically when saved.
Edit users in the database administration
Note! Changing the user's data (email, username and password) is handled in the platform, read more about it here.
In the database, you can edit permissions and default responsibilities for the user and correct a handful of general settings. To edit a user:
- Go to administration and then Users
- Find the user you want to correct and click on it
- On the right you will get a menu where you can now configure various settings such as the authorization the user has in your Stratsys. Here you can also add extra authorizations if the user needs access to specific parts of the system that are not covered by the main user group.
Remove user
If you wish to remove a user, you do so under Users in the administration. Click on the user in question, then "Remove" as shown below and your user is removed from the database.
If the user only exists in one database, it will also be automatically removed from the platform. If the user is in several databases, after removal it will remain in the platform and other databases and then needs to be removed from the respective database and finally in the platform.
Impersonate users
Note! Impersonation is something that user & global administrators can do and is controlled by the roles in the platform. You can read more about what these roles do here: Platform roles - user management requirements
Impersonating a user is a handy way to view Stratsys from their view. This makes it possible to debug any problems with the visibility of views or to remove clear marks from reports made by the user when he/she is not available.
Note! The impersonation function runs from the platform but also checks the authorizations in Stratsys. This means that it is not possible to impersonate something that has higher authority than yourself.
To impersonate a user, you go into the user administration and then search for the user you want to impersonate and click "Impersonate".