Getting Started

Permissions

Users and User groups using Agile e6 are managed within the system. User and Group are two individual objects. The reference between the user and group are defined in the Group-User- assignment.

Every user named in Agile e6 must at least be assigned to one group. The user can also belong to any number of groups. When working with Agile e6, only one group assignment is active. So when assigning a user to several groups a "Default Group" must be determined to which the user is assigned when starting the system.

Privileges according to the scheme "OWNER-GROUP-WORLD" are assigned to the management modules (e.g. item management, document management), to relationships and individual data records (e.g. document master data) as attributes. The attributes can only be changed by the respective owner of the element or the privileged manager of the system

It is also possible to specify an access protection for certain functions using the user profile. A profile is defined for the user specifying which functions he is allowed to use. The user then can only call the profile-protected functions which are contained in the individual profiles.

The user management is divided into two areas:

User

Select Manager > Permissions > User to open the user management.

Please note that the (DTV) user name mustn't contain German "Umlauts"! It is recommended to only use the ASCII code character set for group and user names!

Creating a user works as follows:
Insert the user as usual (Manager/Permissions/User/Basic data, or through the user assistent). The password is set to "!NOLOGIN!" and thus the user account is disabled by default.
Select the user and open the context menu
Select "Change password..." to set an initial password for the user.

Group

Select Manager > Permissions > Groups to open the Group Management functionality.

Basic Data: Opens mask Group Data

Please note that the (DTV)group name mustn't contain German "Umlauts"! It is recommended to only use the ASCII code character set for group and user names!

Additional Attributes: Opens mask EDB group attributes where you can add additional company-specific user information (e.g. name, department, etc.).

A group is identified by a name and a three-digit identification code (GIC) which is used for controlling the permissions. The GIC is used for the internal group references. The group name can therefore be changed without resetting any permissions. If user is assigned to several groups, permissions are "added" for unique access rights. This does not depend on the current group and is not valid for review processes.

Further information on User/Group management can be found in the online help:

Data View (Customize Agile e6 > DataView > DTV User's Guide > User, Groups and Privileges)

Roles (Customize Agile e6 > Roles)

Further Information on enhanced security can be found in the online help:

Data View (Customize Agile e6 > DataView > DTV User's Guide > User, Groups and Privileges > Password Protection)