ANTEROS, Category: User administration

User administration

User administration Overview Corporate users can also have the regular role of "User Administrator", which allows you to create new users and assign roles. If no other person is explicitly addressed in the following paragraphs, the actions described are to be performed by that same user administrator.
Manage users Create new user Overview To create a new user, you must first access the control area. To do so, hover your cursor over your ANTEROS user icon in the top right corner. Several icons will appear to the left of your user icon. Select the gear icon shown here. A drop-down menu will open in which the " Control area " sub-menu can be selected.
You are now in the control area. Here you can create, deactivate or assign users for your organization (company). Users who registered online can also be assigned to the organization here. Next, select the sub-item "Users and Organization" on the far left under the keyword "Users". All organizations relevant to your company are listed here and a quick overview shows you how many users are in an organization.
In the previous screenshot you can see your organization on one side and in a second list you can see users that have not been assigned to any organization. Add new user To create a new user for an organization, click on the " Actions " button next to the corresponding organization and then select " Add user ". Edit existing user The second list is comprised of newly registered users who have to be assigned to your organization in order to use the ANTEROS pages and functions. To do this, click the " Edit " button to the right of a user, this will open the user editor.
Enter user data Creating a new user opens an empty input form, in which you can now enter the new user's details. If you are editing an existing user, the completed fields are displayed in the input form. Mandatory fields that must be filled in are user name, e-mail address, first name and last name. IMPORTANT: Please note that the user name with which the user logs in to ANTEROS later on will not appear in any verification e-mail and should therefore be noted.
In order for a user to work with ANTEROS, the following information must be entered: Organization Site ANTEROS role Optional: " User administrator" role
Assign organization Next, assign the user to an organization. To do this, click " Organizations" on the right in the gray-shaded area of the user information. Here you can find the organization that you started the user creation process from. If you want to assign the user to another organization, this is of course also possible.
Click the "Selection" button. A list of all organizations that are relevant for your company will open. Your screen will likely look different to the following screenshot, which should only serve as an example. Next, select the new user's organization by clicking the "Select" button to the right. The selection window will close automatically. You can also remove the assignment to an organization at any time by clicking the "Remove" action in the line of the corresponding organization. Please note that a user should be assigned to at least one organization.
NOTE: Click the Save button after each change, otherwise your changes will be lost. This button is located below the user information and is highlighted in blue.
Site assignment To assign a user to a site, you must first click on the "Sites" item in the user information menu on the right-hand side.
Next press the "Select" button on the left. This will display a list of possible sites (usually only one). Click on the "Select" button to assign the user to the appropriate site. Remember to save your changes by clicking on the "Save" button, bottom right.
Afterwards press the "Save" button in the bottom right corner of the User Editor (you may have to scroll down depending on the monitor size).
Assign roles Overview Assigning a role to a user determines how much the user can see and do. The roles that are currently relevant are ANTEROS Translator, ANTEROS Editor, ANTEROS Data Administrator and ANTEROS Main User. ANTEROS Translator: Translators are allowed to change texts and values in all or in their assigned foreign languages. Translators can not create or delete data objects. Texts and values in the master language, as well as language-neutral fields, such as numerical parameters, can also not be changed by this role. ANTEROS Editor: Editors can maintain products, product families and media. ANTEROS Data Administrator: A data administrator can do everything an editor is allowed to do. They can also maintain classifications, categories, parameter definitions, parameters and structured types. ANTEROS Main User: A main user can do everything a data administrator is allowed to. They can also change configurations, such as data/format/media configurations. In addition, user texts can be edited and translated and logs can be viewed by this role. In addition, running processes can be paused or stopped by other users in the Process Monitor and finished processes can be removed.

To assign a role to the user, select the "Roles" item in the user information menu on the right-hand side.
Assign new role If you want to assign a new role to the user, click on the " Selection " button under "Site specific roles". A selection list with the available roles will open. Click on the "Select" button to assign the corresponding role and the selection list will automatically close.
Change data of existing users Users can be edited at any time. To do this, go to "Users and Organizations" in the control panel and select "All Users".
Remove role assignment This is where you can see whether a user already has a role assigned to them. This role can be deleted by selecting "Remove".
Remember to save your changes. This concludes the user creation process for the user administrator, and subsequent instructions must be executed by the user who has just been created. NOTE: The arrow in the top left corner always takes you back to your ANTEROS interface.
Verification email Overview Once the administrator has saved the details for the new user, they will receive two messages sent to the specified e-mail address. NOTE: The subsequent actions must be performed by the new user and not by the administrator.
Verifying your email address The first e-mail, with the subject "Verification of your e-mail address", contains a verification link which must be used to verify your e-mail address. If you copy this link into a browser, the verification page will open and the verification code, which is also contained in the e-mail, will already be input in the correct field. All you have to do is click "Verify". Now that the verification is finished and you are prompted to login for the first time, but to do so requires the second email sent to you.
Your new account in the ANTEROS portal The second e-mail with the subject "Your new account in the ANTEROS portal" will provide a temporary password for your first login to ANTEROS.
First login If you are logging in to ANTEROS for the first time, you will need your username and temporary password from the email. Once you have logged in with this data, you will be shown the terms and conditions that must be confirmed before you can proceed. After the confirmation you will have to assign a password to your user and save it. After confirming your password, select a security question for your account and enter the corresponding answer. Now the new user's entire creation process is complete all ANTEROS functionalities within the assigned role are available.
Manage user group Create new user group Overview Create a new user group by clicking the "Add" button under "User groups".
Enter user data When you create a new user role, an empty input form opens where you can now enter the details for the new user group. The name is mandatory and must be filled in.
Manage roles Create new role Overview To create a new role, click on the gears at the top right to switch to the control area. In the control area, go to ""Users"" and then to ""Roles"". To create a new role, click on "Add". Here you can choose between "Regular role" and "Site-specific role". A regular role has the same rights on all sites. It is recommended to create a site-specific role if you want to run multiple sites.
Input roll data When creating a new role, an empty input form opens in which you can now enter the details for the new role. The type is automatically set depending on which kind of role you have selected. The mandatory field that must be filled in is the name. A unique ID must be assigned to a role in the "New name" field. This should be written in capital letters without special characters. The "Title" field can be used to enter a text in multiple languages. In addition, a description can be stored in several languages.
Edit existing role If you want to edit an already existing role, click on the "Actions" button and then on "Edit". This opens the editing form where you can edit texts in the individual fields.
Change permissions To change permissions of an existing role, click on the "Actions" button and then on "Permissions". This opens a window with a table where the different permissions can then be set.
Assign a new role to a user To assign a role to a user, go to the control area under "Users" and then to subitem "All users". At the top right, you can search for the user name. Clicking on the user name takes you to the user editor. There you switch to the "Roles" section. Then click on "Selection" under "Site-specific roles". A selection of roles opens, allowing you to store a specific role for the selected user. You will then be taken back to the user editor. After that you have to save the changes by clicking on the "Save" button.
Configurable Data Access Rights Restricted access You can recognize restricted access in the editor by the restricted fields usually being marked by a caution symbol. This has a tooltip, which explains the reason for the restriction.

Overview

Corporate users can also have the regular role of "User Administrator", which allows you to create new users and assign roles. If no other person is explicitly addressed in the following paragraphs, the actions described are to be performed by that same user administrator.

Manage users

Create new user

Overview

To create a new user, you must first access the control area. To do so, hover your cursor over your ANTEROS user icon in the top right corner. Several icons will appear to the left of your user icon. Select the gear icon shown here. A drop-down menu will open in which the " Control area " sub-menu can be selected.

You are now in the control area. Here you can create, deactivate or assign users for your organization (company). Users who registered online can also be assigned to the organization here. Next, select the sub-item "Users and Organization" on the far left under the keyword "Users". All organizations relevant to your company are listed here and a quick overview shows you how many users are in an organization.

In the previous screenshot you can see your organization on one side and in a second list you can see users that have not been assigned to any organization.

Add new user
To create a new user for an organization, click on the " Actions " button next to the corresponding organization and then select " Add user ".

Edit existing user
The second list is comprised of newly registered users who have to be assigned to your organization in order to use the ANTEROS pages and functions. To do this, click the " Edit " button to the right of a user, this will open the user editor.

Enter user data

Creating a new user opens an empty input form, in which you can now enter the new user's details. If you are editing an existing user, the completed fields are displayed in the input form. Mandatory fields that must be filled in are user name, e-mail address, first name and last name.

IMPORTANT: Please note that the user name with which the user logs in to ANTEROS later on will not appear in any verification e-mail and should therefore be noted.

In order for a user to work with ANTEROS, the following information must be entered:

Organization
Site
ANTEROS role
Optional: " User administrator" role

Assign organization

Next, assign the user to an organization. To do this, click " Organizations" on the right in the gray-shaded area of the user information. Here you can find the organization that you started the user creation process from. If you want to assign the user to another organization, this is of course also possible.

Click the "Selection" button. A list of all organizations that are relevant for your company will open. Your screen will likely look different to the following screenshot, which should only serve as an example.
Next, select the new user's organization by clicking the "Select" button to the right. The selection window will close automatically.

You can also remove the assignment to an organization at any time by clicking the "Remove" action in the line of the corresponding organization. Please note that a user should be assigned to at least one organization.

NOTE: Click the Save button after each change, otherwise your changes will be lost. This button is located below the user information and is highlighted in blue.

Site assignment

To assign a user to a site, you must first click on the "Sites" item in the user information menu on the right-hand side.

Next press the "Select" button on the left. This will display a list of possible sites (usually only one). Click on the "Select" button to assign the user to the appropriate site.

Remember to save your changes by clicking on the "Save" button, bottom right.

Afterwards press the "Save" button in the bottom right corner of the User Editor (you may have to scroll down depending on the monitor size).

Assign roles

Overview

Assigning a role to a user determines how much the user can see and do.
The roles that are currently relevant are ANTEROS Translator, ANTEROS Editor, ANTEROS Data Administrator and ANTEROS Main User.

ANTEROS Translator: Translators are allowed to change texts and values in all or in their assigned foreign languages. Translators can not create or delete data objects. Texts and values in the master language, as well as language-neutral fields, such as numerical parameters, can also not be changed by this role.
ANTEROS Editor: Editors can maintain products, product families and media.
ANTEROS Data Administrator: A data administrator can do everything an editor is allowed to do. They can also maintain classifications, categories, parameter definitions, parameters and structured types.
ANTEROS Main User: A main user can do everything a data administrator is allowed to. They can also change configurations, such as data/format/media configurations. In addition, user texts can be edited and translated and logs can be viewed by this role. In addition, running processes can be paused or stopped by other users in the Process Monitor and finished processes can be removed.

To assign a role to the user, select the "Roles" item in the user information menu on the right-hand side.

Assign new role

If you want to assign a new role to the user, click on the " Selection " button under "Site specific roles". A selection list with the available roles will open. Click on the "Select" button to assign the corresponding role and the selection list will automatically close.

Change data of existing users

Users can be edited at any time. To do this, go to "Users and Organizations" in the control panel and select "All Users".

Remove role assignment

This is where you can see whether a user already has a role assigned to them. This role can be deleted by selecting "Remove".

Remember to save your changes.

This concludes the user creation process for the user administrator, and subsequent instructions must be executed by the user who has just been created.

NOTE: The arrow in the top left corner always takes you back to your ANTEROS interface.

Verification email

Overview

Once the administrator has saved the details for the new user, they will receive two messages sent to the specified e-mail address.

NOTE: The subsequent actions must be performed by the new user and not by the administrator.

Verifying your email address

The first e-mail, with the subject "Verification of your e-mail address", contains a verification link which must be used to verify your e-mail address.
If you copy this link into a browser, the verification page will open and the verification code, which is also contained in the e-mail, will already be input in the correct field. All you have to do is click "Verify".

Now that the verification is finished and you are prompted to login for the first time, but to do so requires the second email sent to you.

Your new account in the ANTEROS portal

The second e-mail with the subject "Your new account in the ANTEROS portal" will provide a temporary password for your first login to ANTEROS.

First login

If you are logging in to ANTEROS for the first time, you will need your username and temporary password from the email. Once you have logged in with this data, you will be shown the terms and conditions that must be confirmed before you can proceed.
After the confirmation you will have to assign a password to your user and save it.
After confirming your password, select a security question for your account and enter the corresponding answer.

Now the new user's entire creation process is complete all ANTEROS functionalities within the assigned role are available.

Manage user group

Create new user group

Overview

Create a new user group by clicking the "Add" button under "User groups".

Enter user data

When you create a new user role, an empty input form opens where you can now enter the details for the new user group. The name is mandatory and must be filled in.

Manage roles

Create new role

Overview

To create a new role, click on the gears at the top right to switch to the control area. In the control area, go to ""Users"" and then to ""Roles"". To create a new role, click on "Add". Here you can choose between "Regular role" and "Site-specific role". A regular role has the same rights on all sites. It is recommended to create a site-specific role if you want to run multiple sites.

Input roll data

When creating a new role, an empty input form opens in which you can now enter the details for the new role. The type is automatically set depending on which kind of role you have selected. The mandatory field that must be filled in is the name.
A unique ID must be assigned to a role in the "New name" field. This should be written in capital letters without special characters. The "Title" field can be used to enter a text in multiple languages. In addition, a description can be stored in several languages.

Edit existing role

If you want to edit an already existing role, click on the "Actions" button and then on "Edit". This opens the editing form where you can edit texts in the individual fields.

Change permissions

To change permissions of an existing role, click on the "Actions" button and then on "Permissions". This opens a window with a table where the different permissions can then be set.

Assign a new role to a user

To assign a role to a user, go to the control area under "Users" and then to subitem "All users". At the top right, you can search for the user name. Clicking on the user name takes you to the user editor. There you switch to the "Roles" section. Then click on "Selection" under "Site-specific roles". A selection of roles opens, allowing you to store a specific role for the selected user. You will then be taken back to the user editor. After that you have to save the changes by clicking on the "Save" button.

Configurable Data Access Rights

Restricted access

You can recognize restricted access in the editor by the restricted fields usually being marked by a caution symbol. This has a tooltip, which explains the reason for the restriction.

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