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Datenpool Overview

The data pool overview provides all relevant information about users, groups and configuration settings and thus enables quick orientation in the project. The areas are organized in their own registers, which can be opened by clicking on the register name.

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Users​

The tab shows all current users in the project with the most important contact details, the trade, the function and the group assignment in the project. The following functions are available in the Users tab:

  • Avatar:
    • For each user, the system creates an avatar with the initials. If a photo has been stored in the personal profile, the photo is displayed instead of the avatar. If you swipe the mouse over the photo, an enlarged view is displayed.
  • Surname:
    • Clicking on a person's last name opens the corresponding user profile with the general information.
  • Abbreviation:
    • The column provides information about the assigned abbreviation, which is also used to prefill the name of new documents.
  • Email:
    • By clicking on an e-mail address, a new e-mail is created and the selected address is entered as the recipient.
  • Groups:
    • For each user, the assigned authorization groups are displayed here.
  • Search:
    • The search field can be used to search for any term. These can also be parts of words or individual letter combinations. All entries containing the searched term are displayed in the result.

Groups​

The tab shows all preconfigured authorization groups of the current data pool with the assigned persons. By clicking on the group name, the people of the group are displayed. The search for a person returns all the groups to which the person has been assigned.

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