Documentation

1Permissions

Permissions are grouped in roles. Roles can be assigned to Application Users and Human Users. Additionally, there is also the concept of invites that allows you to invite a Human User with a specific Role to modify your space or account.

2Users

In the user management we distinguish between application users and human users. Application users are intended to access the application via the web service interface (REST API). Human users represents real users. They are intended to access the application via the browser.

2.1Create Human Users

To create a human user navigate to Account > Users > Users. After you created a user the person will receive an email containing an activation link to the specified email address. After clicking on the link the user is asked to set the personal password.

2.2Create Application Users

To create an application go to Account > Users > Application Users. After you create an application user you will be presented the Application User Key (BASE64). This key is used for the authentication against the web service (for more Information regarding the authentication visit the Web Service API Documentation. This sheet will only presented once and can not be changed.

However, a new key can be generated at any time. To do this click on the Manage Authentication Key Icon. You can generate a new authentication key for this application user in case you lost the old one or in case you want to replace it. After the migration is finished you can deactivate the old key. This allows you to use different key versions at the same time.

3Roles

Roles can be setup under Account > Users > Roles. Find below more information about how roles can be created and assigned to users.

3.1Create Roles

Roles can be created and modified under Account > Users > Roles. When you create a role you have to be aware that the permissions are context specific. You do see all different permissions but some of them are only applied in the context of an account or subaccount and others are only valid in the context of your account itself.

Example

The permissions around resources are only applied when you assign this role to a user in the context of the space (see below for more information about how roles can be assigned).

3.2Assign Roles to Users

After a role has been created you can assign roles to users. In order to do this you have to navigate to Account > Users > Users or Account > Users > Application Users for application users.

When you see the list of users you have to click on the View Roles icon and then to edit to modify the user’s role.

You do now have the option to assign a role to a user in the various contexts. As mentioned above some permissions do only have an effect when applied in the context of a space or account etc.

3.3Roles Behavior

The permissions in different roles that are assigned to a user are inherited and cumulated. So when you assign multiple roles to a user he will receive the sum of all permissions that are part of this roles.

4Invites

Invites are an interesting tool to share access to your space for user that help you with setting up your space (for example your web developer). Invites can be issued for your account or for an specific space.

Example

In case you are working together with a web developer and you want to grant her access to your templates and resources for a specific account. Invites allow your web developer to get access to different spaces with her own user.

4.1Space Invite

A space invite can be created under Space > Invites. When you create an invite you have to specify the email address and the assigned role. Once again keep in mind that you have to make sure that the assigned role contains the correct permissions so that the invited person is able to modify the settings.

After you saved the user invite an email is sent to that person with a link to accept the invitation by either creating a new user or login with the existing user.

4.2Account Invite

A space invite can be created under Account > Invites. When you create an invite you have to specify the email address and the assigned role. Once again keep in mind that you have to make sure that the assigned role contains the correct permissions so that the invited person is able to modify the settings.

After you saved the user invite an email is sent to that person with a link to accept the invitation by either creating a new user or login with the existing user.