Managing users in your AEB product
User management in the AEB product varies depending on whether you log in directly via the web app or via an AEB account, so begin by selecting the option that applies to you.
How do I know whether I already have an AEB account?
Those with the I_CLIENTADMIN or I_COMPLIANCEADMIN role can access all areas of user management, while those without admin rights can only access some areas.
How do I become an admin?
In your AEB product, you can access user management by going to the Office and selecting User administration. As an admin, you have the following options here:
- Manage users, roles, and sessions
- Define settings for clients or individuals
- Manage email notifications, user tips, and messages
User administration is divided into the following areas:
Those with the I_CLIENTADMIN or I_COMPLIANCEADMIN role can access all areas of user administration, while those without admin rights can only access some areas.
How do I become an admin?
What? | Who? | What you can do here |
---|---|---|
Open sessions | Admin | See all active users and end their sessions if needed. |
Display settings (client) | Admin | Define the language, date format, and number format at the client level. |
User | Admin | Manage the people who use your AEB product. |
User profile | All | Define the language, date format, and number format for you personally. |
Email notifications | Admin | Enter email addresses and which notifications should be sent. |
Messages and user tips | All | Read and enter user tips and messages. |
Password | All | View and edit your password. |
Roles | Admin | Here you can view all existing roles and also create custom roles with personalized rights. Under Users, you can assign roles to the individuals who use your product. |
UI theme | All | Customize the layout of your AEB product at the client level (admin) or for yourself only. |
Access rights | Admin | See which users or roles can access which interfaces, widgets, or areas in the AEB product’s Office and how. |
To get more detailed context-specific help within the product interface, click F1. In addition to detailed descriptions, you can also view keyboard shortcuts here.
In your AEB product, you can access user management by going to the Office and selecting User administration. As an admin, you have the following options here:
- Manage roles and sessions
- Define settings for clients or individuals
- Manage email notifications, user tips, and messages
User administration is divided into the following areas:
Those with the I_CLIENTADMIN or I_COMPLIANCEADMIN role can access all areas of user administration, while those without admin rights can only access some areas.
How do I become an admin?
What? | Who? | What you can do here |
---|---|---|
Open sessions | Tenant admin | See all active users and end their sessions if needed. |
Display settings (client) | Tenant admin | Define the language, date format, and number format at the client level. |
User | Tenant admin | See which users can access the product. AEB accounts are managed via a centralized access management. |
User profile | All | Define the language, date format, and number format for you personally. |
Email notifications | Tenant admin | Enter email addresses and which notifications should be sent. |
Messages and user tips | All | Read and enter user tips and messages. |
Password | All | View and edit your password. |
Roles | Tenant admin | Here you can view all existing roles and also create custom roles with personalized rights. In access management you can then assign the available roles to AEB accounts. |
UI theme | All | Customize the layout of your AEB product to your preferences. As an admin, you can do this at the client level or just for yourself. |
Access rights | Tenant admin | See which users or roles can access which interfaces, widgets, or areas in the AEB product’s Office and how. |
To get more detailed context-specific help within the product interface, click F1. In addition to detailed descriptions, you can also view keyboard shortcuts here.