The User Management - Overview
The User Management - Overview
The section provides an introduction to the basic user management functions in PoolParty.
In User Management, you can create new users and edit or delete existing ones. Additionally, you can manage User Rights and Permissions.
You can assign User Roles to individual users. User roles in PoolParty determine the access rights and editing permissions users have.
Afterward, you can assign User Groups to users, which determines their access rights to projects, ontologies and custom schemes that have been assigned the same user groups.
Permissions are granted server-wide. Additionally, you can change the User Roles for a user per project. Their server-wide permissions are overruled in that project.
Note
The User Administration tree is only available in the PoolPartySuperAdmin role.
Open a PoolParty project to be able to see the User Administration of a project.
How to Open the User Management in PoolParty
Open the User Management using the icon in the toolbar.
The node of the current user is active per default. You can find the user information in the User Details tab.
Available User Management Functions
In PoolParty's User Mangement the following topics will guide you through settings and options:
User Rights Management — This section contains a short guide on user rights management. PoolParty utilizes user roles to control permissions and user groups to control access.
The User Administration Tree — This section contains a short guide on the User Administration tree when no project is open.
User Administration Tree in an Opened Project — This section contains a short guide on what type of information you can see in the User Administration in an open PoolParty project.
The Users Node in PoolParty — This section contains a short guide on the user overview available via the Users node in the User Management Tree.
Create a New User — This section contains a short guide on how to create a new user in PoolParty.
How to Edit Existing Users — This section contains a short guide on how to edit a user's details.
Delete a PoolParty User — This section contains a short guide on how to delete a PoolParty user.
User Roles in PoolParty — This section contains a short guide on available user roles in PoolParty and their effect when assigned to a user.
Access the User Roles in PoolParty — This section contains a short guide on how to access the Roles node to manage user roles in PoolParty.
Available Tabs in a Role's Details View — This section contains a short guide on the available tabs in the Details View of a role.
User Groups in PoolParty — This section contains a short guide on user groups and their uses.
Access User Groups in PoolParty — This section contains a short guide on how to access the Groups node to manage user groups in PoolParty.
Available Tabs in a Group's Details View — This section contains a short guide on the available tabs in the Details View of a group.
Add New User Groups — This section contains a short guide on how to add new user groups to PoolParty.
Delete a User Group — This section contains a short guide on how to delete user groups in PoolParty.
Project User Administration — This section contains a short guide on how to use the Project User Administration.
Add a User to Project Users — This section contains a short guide on how to add users to the Project Users node in the User Administration's Project Administration.
Available Tabs in the Project User Details View — This section contains a short guide on the available tabs in the Details View of a project user.
User Administration - Details View — This section contains a short guide on the Details View of the User Administration node.
Access to User Settings for PoolParty Users — This section contains a short guide on how a PoolParty User can edit their user settings.
Tip
If you would like to learn more about this topic, please watch this PoolParty Academy Tutorial video:
When the video is not available, you can sign up to the PoolParty Academy.