Anyone who wants to access data and functions in Scopevisio requires user rights.

These user rights are linked to licences and profiles. The following describes how you can set up user rights.

This option is only available to users who have administrator rights.

Managing users is one of the central administrative functions in the system. Select Organisation > System administration > User administration > Manage users.
In the upper part of the form, you can see how many users are active and how many licences are assigned or still available. In the table below, you can see the current users and can select users line by line to edit, remove or create them as contacts. A new contact can be created via Add.

You can easily save different filter settings as a work list.

Blocked users are normally displayed, while removed users are hidden. These can also be shown at the bottom left.

In addition, special rights are displayed in separate columns (e.g. administrator or payroll accountant).

Click on Add. In the User ID section of the "User data" form, first fill in the yellow mandatory fields (1).

The e-mail (user ID) will be used to log in in future.

The signature (2) is saved permanently on the data object; unlike the e-mail, it can no longer be changed. If the user creates or changes data, their signature is saved on the transaction.

In the Licences area, select the required licences for the user (which you have previously booked). If you are still in the old price model (existing customers), the fields will look slightly different.
As the licences can come from different tariffs (e.g. test phase), also select the tariff model of the licence (4).

You can add additional licences via the Purchase additional licences link. We explain how to purchase licences in the article on the shop.

Users are assigned one or more rights profiles for each company.
Read and editing rights are summarised in these user profiles in the context of a higher-level functional term (application).

If you enter the application (the functional area) (1), you filter directly to the appropriate rights profiles.

If you already have a user with similar access rights, you can copy the rights of users and then customise them in detail if necessary.

Some areas or functions are only accessible to users if they also have the administrator property in addition to the respective right (via the profile).
You can use Set administrator rights to make a user the administrator of the Scopevisio instance. The Administrator property cannot be restricted to a company. Please note that this assignment grants very extensive rights.

Assigning the administrator does not mean that the user now automatically has access to all areas. Rights (profiles) and licences are of course still checked.

The administrator can grant himself all rights through administrative access to user and profile management without involving another person.

You may have been supplied with configurations (settings). Tick these so that they are applied to your users.

In the Personal message area, you can optionally write a personal message to the new user, which will be sent to them together with the invitation email.

Save your entries. You can now close the form.

The users created are offered as responsible persons in various processes (e.g. in task creation or in billing documents). This is only possible for contacts who are users.

Conversely, if contacts are available for selection in the Responsible field who are not wanted there (e.g. former users), call them up via Contacts > Persons. The corresponding contact is marked with a green tick in the Created from user contact column. Delete the contact from the contact overview.