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Adding users

Adding usersM

  • Create a new user

    If more than one person uses Bp Event, assign individual access data and passwords to all users for better traceability of user actions.

    1. Go to the Administration Administration tab in the function bar and select Benutzer Users > Benutzer User > neu New.
    2. The input window for creating a new user will open.
    3. Enter the Login name for logging in to Bp Event, plus the normal Name and First name. Further details such as a link to an account are optional.
    4. Assign a (temporary) Password. Click on New password to enter a password manually, or click on   to generate a random password. This will automatically be copied to your clipboard for communicating to the user.
      Read more on user login settings: .
    5. If more than one person share a user, tick Not editable to prevent individual users from changing the shared password manually.
    6. Save a customised Start screen image for this user, a User picture and a Signature.
    7. Authorise the user to access mobile applications.
    8. Specify the Roles (Clients) for which the user may log in. Basis Full client, tischreservierung Table Reservations client M , nur lesen Passive Client,   ESC Client M etc.
    9. Assign one or more User groups to assign user privileges (read, change, new).
      and .
    10. Assign one or more email addresses for receiving and sending emails on the e Mail Konto Email account tab.
  • Create a new user group

    Individual users are combined into user groups both for permissions management and communication purposes. We recommend creating a detailed permissions concept in advance, which is then implemented in Bp Event.

    1. Go to the  Administration tab and select expand Users >   User groups > neu New.
    2. Enter a self-explanatory Group name.
      Example: Sales, Accounting, General Managers
    3. Enter a Description of the group if needed.
    4. Tick Enable internal messages to activate that user group as recipient of internal messages.
    5. Go to the e Mail Konto Email account tab to assign one or more addresses for receiving and sending emails.
    6. save Save your input by clicking on the icon in the top left-hand corner of the input window.
  • Assign users

    Any number of users can be assigned to each user group.

    1. Go to the  Users / Groups tab in the user group
    2. Click on  Add in the toolbar and click on  User, then select one or more existing users by holding down the Ctrl key and left-clicking and  Confirm your selection.
    3. To nest user groups, click on  Add >  User groupsand make your selection.
  • Assign permissions

    Go to the Permissions tab to assign permissions to this group.

    1. Permission for some of the most common functions of the Bp Event can be activated in the toolbar:  Change picklists, Access the Administration Administration, FibuExport Export to FA, Schlussbericht Gefuellt Final report or Preise Ausblenden Hide prices.
    2. In the table, specific permisions (read, create new, change, copy, delete, print, report, import and export) are assigned for certain tables.
    3. To assign individual permissions, click in the desired cell. Some permissions automatically bring others with them.
      Example: Permission to copy records automatically entails create and change rights.
    4. Click on the column header to assign permission for all listed tables at once.
    5. Click on the column header Application to either activate or deactivate all permissions for all tables at once.
    6. Select an existing Rule in a cell or create a new rule to assign a rule-based permission.
  • Define login requirements

    Users with administrative permissions can set requirements for password security, default settings and lockout settings for other users.

    1. Go to the Administration Administration tab in the function bar and select Administration Settings >  Login.
    2. User authentication for Bp Event can happen either
      a) using a Bp event password (stored in the user)
          Pro: If the user forgets their password, this can be easily reset by an administrator.
      b) using the Windows Domain login, if one has been specified.
          Pro: Single sign-on login to the full client possible (see below)
    3. To ensure a sufficient level of password security, specify
      a) Password memory: Prevent the user from re-using their old password within that number of resets.
      b) Min. length: Enforce a minimum length for passwords
      c) Tick Complex passwords mandatory to enforce passwords consisting of upper and lower case letters, numbers and special characters.
    4. Define Default settings (e.g. login and server language) for the user.
    5. Decide whether to Show options for language selection or for saving login data.
      Note: If several users share a computer or Windows user, remembering login data should not be allowed if you need an unambiguous data history/log.
    6. Tick Single Sign On (SSO) login to allow users to log in via the Windows domain without entering another password.
      Note: User authentication based on domain server must be set on the database server under Database properties > Client server
    7. Specify the Lock settings, i.e. after how many unsuccessful login attempts a lock-wait will be imposed and how long that lock wait will last.
  • Set up two-factor authentication

    For two-factor authentication, the user needs to enter a username and password (or SSO) first, then supply a code (the second factor), which is sent by email or SMS and must be entered to complete login and grant access. Two-factor authentication is only available for server applications.

    1. Go to the Administration Administration tab and select Administration General settings> betrieb Corporation > Password Login.
    2. Go to Two-factor authentication and select the access (WebApp, Mobile, Full access) for which a second factor should be required.
    3. Set exceptions:
      1. for certain Personen User groups
        Example: Administrator
      2. for certain IP addresses
        Example: own intrant IP address ("192.100.168,*;!192.100.168.254": excluding all from the subnet (intranet) 192.100.168.0 to .255)
    4. Select an e Mail Konto Email sending account and a vorlage brief Text template of the "Text block" type for the code, or store a formula for the SMS text. Use the "Get 2FA Code" function in the template / SMS formula to retrieve that code.
    5. Go to the Administration Administration tab and select Benutzer Users > Benutzer User.
    6. Select which Method should be used to authenticate the user and, if necessary, enter an Alternative email address or SMS number.
    7. In the WebApp access for staff, accounts or contact persons, set the transmission path in the service user for all WebApp accesses.