Users
As an administrator, you can add new users or modify user rights here.
Adding a new user
- Add users by choosing Add new user
- Enter a Name, E-mail address and Password for the user
- Choose the user's default interface Language
- Save
Please note! A new user’s User ID and Password are automatically e-mailed to the user in question. The user must change the password as they log in for the first time.
Modifying existing user's
- Choose the user you want to modify by clicking the user's name
- You can change the state of the user; either Active or Passive
(Passive user can no longer sign into the DOKS service. All entries made by the user in the service or the customer cards, however, remain.)
- You can change the status of the user; either User or Administrator
- You can change the Name, E-mail address and Telephone number of the user
- You can change to user's Customer restrictions. (No restrictions as default)
You can choose which customers the user can view: Their customers (the ones for which the user is marked as the account manager) or the Customers assigned to the user or their teams. (This impacts the results of search functions)
- You can select if the user receives E-mail or Sms notifications
- You can select and fill the Access code is sent to phone number option
- You can deny the login via the user interface
- You can Delete the user
If the user is deleted, all information about the user disappears from the system and the user no longer appears as customer manager or risk assessment author. Please note! The change also impacts archived files so a user should only be deleted for a special reason.