How can I create a user?

A new user can be created by clicking on New user.

A form opens in which various information must be entered (mandatory fields marked with an asterisk).

Rights & Roles - First, the role must be selected.

Access rights area - for the roles of reader and manager it is possible to select the areas to whose reports the user should have access.

Subsidiary access rights - In the case of the Reader and Manager roles, it is possible to select the subsidiaries to whose reports the user should have access.

Access rights matters - in the roles of reader and manager, it is possible to select the matter to whose reports the user should have access.

Responsibility subsidiaries - With the responsibility the new user can be selected as responsible agent for any number of subsidiaries. IMPORTANT: There can be only one responsible agent per subsidiary. The responsible agent has nothing to do with the assignment of rights.

User name - The user name can either be assigned or is automatically generated from the e-mail address after the user is created.

Language - setting the language profile ensures that the invitation e-mail to the system is sent in the selected language on the one hand, and that the hintbox for the user is displayed in this language on the other hand.

E-mail address - The invitation e-mail and all other system e-mails are sent to the specified e-mail address and the user logs in to the system with it.

Personal data - only the first and last name is visible to the whistleblower in the message history (if not specified, the username is displayed).

The following describes how to create a user.

By clicking on the respective checkbox on the roles, you can add a role.

For readers and managers, the following three fields must be selected.

By clicking in the Select areas field you can select the areas to which the user should have access.

Clicking on the corresponding areas will add them to the user.

By clicking in the Select subsidiary field, the subsidiaries to which the user should have access can be selected.

By clicking on the appropriate subsidiaries, they are added to the user.

By clicking in the Select issues field you can select the issues to which the user should have access.

Clicking on the appropriate categories will add them to the user.

The following field can be selected for all three roles. In this field, the new user can be selected as the responsible agent for any number of subsidiaries.

By clicking in the Select subsidiaries field, the subsidiaries for which the user is to be the responsible agent can be selected.

By clicking on the corresponding subsidiaries, the new user becomes the responsible agent.

The email address must be entered in the following fields, the rest of the information can be added.

If you do not want to create another user, click Create User.

If you want to create another user click Save and create another user.