Users

Overview

On this page, you have the users in rows and the small-apps of your instance as columns.

At the intersection, a pictogram indicates what types of access has been granted.

More than giving you an overview of your users’ access, from this interface you can also:

  • search the users: just start typing the user’s email
  • see the number of users
  • download the users list
  • sort your users
  • hover on the user name to get its creation date and who created it
  • get a reminder of what the pictograms mean
user interface

user interface

Create users

You can create users from the Add user button at the top right side of your screen.

user create

Create a single user

Options

  • Username : the user name MUST be a valid email address.
  • Password : the user’s password should have at least 8 characters. It will be reset by the user on its first connexion. No need to communicate it, let the user decide his/her password!
  • User-group(s) : (Optional) assign one or multiple groups to your user.
  • Set an expiration date for this account : (Optional) allows you to create a user for a limited period of time. Great for demos or prospect materials.
  • Send email invitation to new users : with this option activated, the user will receive an email to inform him/her of his/her access to the Toucan Toco application and will be invited to create his/her own password.

Assign rights

Once you have created your user, click on continue to assign rights to one or multiple small apps. For each app, click on the access type you wish to assign, then click on Set rights for …

user rights

Rights details

legend

Edit users

You can edit rights directly from the interface, chose from the columns the small-app’s rights you want to update.

user edit rights

You can edit user’s information by selecting a user from the list to activate the edition menu at the bottom right of your screen.

user edit

Create multiple users

Note

This is what we call bulk creation 👥

Setup template

To create multiple users, you need to drop a csv file that contains specific information.

user bulk create

A template file is available for download. This file contains all the required columns you need to fill:

  • username : the user name MUST be a valid email address
  • admin : Type in true to give admin access to a specific user
  • user-group : (Optional) type in the name of the group, leave it empty if you don’t want to assign any group to your user(s). There are by default 3 user-group column, but you can add more 😃 just make sure to update the number after user-group
  • All existing app on your store will have a dedicated column (small-app lovely-name), you just need to fill what type of role each user will have for each app:
    • view for a viewer
    • contribue for a contributor
    • validate for a validator

Once you’re done filling-up the template, you just have to drop it in the tile 🎉

user bulk validate

Send email invitation to new users : with this option activated, users will receive an email to inform him/her of his/her access to the Toucan Toco application and will be invited to create his/her own password.

File example (bulk creation):

username admin user-group 0 user-group 1 small-app finance small-app marketing
test@tou cantoco. com true        
test2@to ucantoco .com   Manager   view  
test3@to ucantoco .com       view contribute
  • test@toucantoco.com will be admin
  • test2@toucantoco.com will be assigned to the Manager group and have a view access to the Finance app
  • test3@toucantoco.com will have a view access to the Finance app and contributor access to the Marketing app

Edit multiple users

You can edit multiple user’s rights by selecting the users from the list to activate the edition menu at the bottom right of your screen.

bulk users edit

You can edit rights directly from the interface. For each app, click on the access type you wish to assign, then click on Set rights for …

bulk user edit rights