Manage Company User

Create User:

To create a user in DMIx, you must be the DMIx Company Account Administrator or a user with “CREATE_USER” function. Follow these steps:

1. Open the User Management Menu
Click the "People" icon at the bottom left of the navigation bar to access the User Management menu.

2. Add a New User
Click the “+” icon in User Management.

3. Fill in All Fields
Enter the required information in all fields.
Tip: Use an UserID that combines the user's first and last names. Alternatively, you can use the part of the user's email address before the “@” symbol. Please note that User IDs must be unique.

4. Set a Password
The following password requirements are recommended to create a save password:

• Minimum of eight characters
• At least one alphanumeric character
• At least one uppercase letter and one lowercase letter
• At least one special character

5. Assigning User to a Brand
If your company works with brands, you need to assign the user to a brand. To do this, click in the "Brand" field and select the appropriate brand. For more information regarding brands, please refer to the "Brand" chapter.

6. Visible External Companies
In this field, you can define which external companies connected to your organization will be visible to the user on the Collection Landing Page. Please note that visibility does not automatically grant access to the content of these external companies.
Access to specific content is determined by the user’s assigned permissions. For more information, see the chapter "Cross Company Content Sharing."

7. Assigning Functions to a User
Users without assigned functions cannot perform any actions in the Company Account. They can only view objects in collections for which they have at least “read” permissions. To enable the users to perform their tasks, you must assign functions to them. For more details on user functions, please refer to the "User Functions" chapter.

To assign functions to a user, follow these steps:

1. 1. Click in the "Functions" field.
   2. Select or deselect the functions that the user should have or not have.

8. Other Fields
For the following fields, we recommend keeping the default settings:

• Status: Keep OK.
• The settings for PaX favorites and notifications can be adjusted by the user under "My Account" in the Notification Settings. These fields can be left empty. If your company policy requires users to have notifications enabled, please activate this during user creation.

9. Completing User Creation
Finish creating the user by clicking the "Save" button to save all entered data.

We recommend communicating the login credentials of the new user via internal email. The "Send Login Data" function often ends up in the user's spam folder, leading to frequent inquiries about not receiving login details. To avoid this, send the UserID and the initial password via company email to the new user.

Important Note: The users should change their password after their first login through their profile. For more information, see the "Reset Password" chapter.

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Edit User:

To edit a user in DMIx, you must be the DMIx Company Account Administrator or a user with “CREATE_USER” or "CREATE_VIEW_ONLY_USER" function. Follow these steps:

1. Search for the User
Use the filter located above the user list to search for the user you want to edit by their User ID.

 

2. Select the User
Once you find the user in the list, click the blue "pen" icon located to the right of the user's entry. This will open the user menu window that you are already familiar with from the creation process.

3. Make Changes
In the user menu window, you can make the following changes to the user's information:
 

• Change Email Address: Update the user's email address as needed.
• Change First and Last Name: Update the user's first and last name as necessary.
• Change Brand Assignment: Modify the brand the user is assigned to by selecting a different brand from the "Brand" field.
• Change Functions: Adjust the user's assigned functions by selecting or deselecting the relevant options in the "Functions" field.

Important Note:

Changing the User ID will result in the creation of a new user in the system. Each User ID is linked to a UUID (Universally Unique Identifier: This is a 128-bit number used to uniquely identify information in computer systems). When a User ID is changed, the UUID also changes, and thus a new user is created. Therefore, we recommend against changing the User ID.

4. Save Changes
After making your desired changes, ensure you save them by clicking the "Save" button.

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Delete User:

To delete a user in DMIx, you must be the DMIx Company Account Administrator or a user with “CREATE_USER” OR "CREATE_VIEW_ONLY_USER" function.

Before you delete a user in DMIx, there are important things you need to know about content ownership. Users who upload content are the owners of that content. If you delete the user, you must transfer ownership of their content to another existing user within the company. If the user has not uploaded any content, they can be deleted without any further steps.

Here’s how to delete a user with content:

1. Go to User Management in the left navigation and click the People icon.
2. Use the filter to search for the user by their User ID.
3. Click the red Trash icon next to the user.
4. Confirm the deletion.
5. If the user owns content, follow the instructions in the dialog to transfer ownership rights.
   Search for the new user's User ID in the search field, click the magnifying glass icon, and confirm the user by checking the checkbox. The new user will be shown as the owner of the content under the "Owner" field. Confirm by clicking the Save button.

Important: 
Only the entire content of the user being deleted can be transferred to a new user. When deleting a user, the content cannot be transferred to multiple users.