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Users

Manage who can sign in to your tenant, which terminals they access, and their permission level.

What you can do​

  • Create users with username, name, email, and language
  • Assign terminals — limits which cases a user sees in Gallery and upload
  • Set permission groups — controls features such as send, admin menus, and guest access
  • Enable or disable accounts
  • Remove users from the active list (can be restored later via Show removed)
  • Reset passwords or generate temporary passwords
  • Configure guest tags for limited external access

Common workflow​

  1. Open Admin → Users and click Add user
  2. Set username, name, email, and language
  3. Assign terminals and permission groups
  4. Provide credentials (temporary password or invite flow per your process)
  5. Disable or remove when staff leave

Permission levels​

Contact your ConPDS administrator if you need to change role definitions. Typical patterns:

  • Standard users — Gallery, upload, send within assigned terminals
  • Tenant admins — Access to most Admin menu items
  • Admin role — Required for sensitive configuration such as EDI

Tips​

  • Assign the minimum terminal set each user needs
  • Disable accounts promptly when staff leave; use Remove to hide them from default lists
  • Use Assigned permissions (account menu) so users can verify their own access

See also: Devices, Terminals, Audit log