Users Documentation

There are two types of Users - Internal and External

Internal Users

These users can have a variety of permissions which allows them to access/create/update/delete almost all the features inside the platform

External Users

Creator

These users have very few permissions which allows them can see Flows, Tasks, Business objects and start Flows

Settings:

• Status*: Active/Inactive, when Inactive the user cannot sign in into the platform
• First name*: The first name of the user
• Last name*: The last name of the user
• Username*: The user must have either an Email or Username, used for signing in into the platform
• Email*: The user must have either an Email or Username, used for signing in into the platform
• Password*: The user must have a password with minimum length of 16 characters and contain lower and upper case, number and special case
• Phone number: You can set a phone number to your users
• 2FA: Multi-Factor Authentication which works with authenticator apps like "Google Authenticator" or "Microsoft Authenticator", if set up the user will be asked for a 5-digit code when singing into the platform (plus the normal email and password)
• SSO: You can set up Single Sign-On for your users - "Google", "Azure Active Directory" and others
• Avatar: you can upload an image or stick to the default avatar - first letter from the user first name plus the first letter from the user last name, "Marta Schmidt" becomes "MS"
• Role*: The user must have a role, the role decides what the user will be able to see and do inside the platform
• Groups: The user can be a part of many groups

Notes:

• The user can have both an Email and Username
• If the user is using SSO to login you do not need to set Email and Password