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reate a table in CSV format containing the staff data. For example, you can create such a table in MS Excel and then save it in CSV format. The file must have the following structure.
Column | Content |
|---|---|
Column 1 | Account name |
Column 2 | First name (optional) |
Column 3 | Last name (optional |
Column 4 | E-mail address |
Column 5 | Password (optional) |
Column 6 | The date on which the account is to expire (optional, format: DD.MM.YYYY) |
Column 7 | The ID of the primary team for the account |
The first row of the CSV file may optionally contain the column headings. How to upload the file:
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The following properties are defined en bloc for all new accounts:
Field | Meaning |
|---|---|
Additional teams for all user accounts to import | All teams that exist on the installation are available for selection. |
Country | Default preallocation: Germany. |
Time zone | Default preallocation: Universal Time (UTC/GMT). |
Language | The language used in the admin area. |
Organization | Accounting organization |
Confirm by clicking on Import.
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For owners of a root account, an additional checkbox entitled “Set time limit for user account ” is displayed in the form above (Figure 17.4), which must be deactivated to cancel the time limit.
By clicking on the login expiry date in the user list, you open a dialog, in which you can change the login expiry date.
| Info |
|---|
If you wish inactive admin accounts to be expired after a given time of inactivity too, please contact support for the setup of appropriate policies. Expired accounts can no longer log into EFS. To re-enable an expired account, an admin account with sufficient user administrative rights is required. |
Changing user account data
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Within a team there are normal members (member), administrators (admin) and owners (owner). These statuses determine the operations a team member may perform within their team. Team statuses have no effect on rights within user administration or on object or function rights in EFS Survey. In general, you can simply ignore the statuses within teams. Exception: If you wish to delete an account of someone who is a team owner, you must first transfer leadership to another team member, before you can delete the account.
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Statuses
Status | Description |
|---|---|
Owner | To receive the highest ranking status of “owner”, you must either create your own team, or another “owner” must assign a team to you. As an “owner“ you can:
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Admin | With the status “admin“, you can execute all “owner” functions, except the deletion of team. |
Member | Anyone with the “member“ status can leave the team at anytime. They can also view the list of member and the list of team resources. |
Creating teams
With the groupadmin ACL right, you can create and configure new teams.
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You can edit all teams in which you have owner status. Choose Users → Teams and click on a team name in the list. The edit form is divided into three sections:
Section | Functionality |
|---|---|
Team details | General meta information on the team, such as creation date, total number of members and owners. Special function: Notify team via e-mail. Depending on the status within the team, either all or some functions will be displayed:
|
List of members | Who is currently a member of the team? |
Rights of the team (whole system) | What are the rights of this team in EFS? (ACL rights) |
Adding members
Click on the Add members button in the detail view of your selected team. A list of users in the system appears from which you can select new members. If you wish to add a certain user to your team, you can easily locate them using the “Search” function above the list of members.
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For every change that has occurred the following information is listed:
Column heading | Meaning |
|---|---|
Date of change | Date and time of change |
Affected team | The team affected by the change. |
Changes | Short description of the change carried out. |
Changed by | Name of the staff member who carried out the change. |
By clicking on the View button you can, as usual, display a section that allows you to specify whether the various table columns are to be shown or hidden. After you have confirmed by clicking on Submit the table will be expanded accordingly. The column headings are clickable links: By clicking on a column heading you can resort the table according to the contents of the respective column. You can search the history using the usual simple and extended search functions.
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