Users Management

How to Create and Manage Users in the CDM Web Application

The Users Management Interface provides the capability to create, view, and manage user accounts.

Key Features Overview

This view provides a centralized interface to view and manage user profiles along with simplified user creation with optional system-generated passwords, workflows for password resets and forced password changes.

Creating a New User

(This option is available only when Local is selected as the Id-Provider)

  • Click on the + button in the table header to open the Create User dialog.
  • Fill in the required fields. Login should be a unique identifier for the user. Password should be either entered manually or click Generate Password for a secure system-generated password.
  • Click Save to add the user to the system. The new account will appear in the user table.

Editing Existing Users

Locate the user in the table and click the Edit (pencil icon) to open the Edit User form. Update user details as necessary.

Password Reset

(This option is available only when Local is selected as the Id-Provider)
When a password reset is initiated for a user, a Temporary Password is generated and displayed in a pop-up. The administrator can copy this password and share it with the user. Temporary Password Validity Temporary passwords are valid for a limited period (e.g., 2 days). If the password expires, a new reset must be initiated by the administrator.

User Workflow with Temporary Passwords

When a user logs in using the temporary password, the system redirects the user to the Change Password dialog. The user must enter the current password (the temporary password). A new password must be set and confirmed before access is granted. Once the password is changed, the temporary password becomes invalid, and the user gains access to the system.

Self-Service Password Management for Users

Users have the ability to manage their passwords directly

From the user menu in the header, select Change Password. In the Change Password dialog, enter the current password. Set and confirm a new password. Click Continue to complete the password update.

Register a User

(This option is available only for LDAP and Azure as Id-Provider)
Registering an external user in the system is a crucial task that enables the CDM-Server to effectively manage and track users. Rather than duplicating user data, the server creates a reference entry in the database, allowing seamless integration of the external user into RBAC and other essential processes. This approach ensures that external users are fully enabled within the system without redundant data storage, maintaining efficient and streamlined access management.

Last modified December 16, 2024: ca9ced4