Every member of your staff who works with pixi needs their own pixi user account. You can assign certain predefined or new individual roles with the desired rights and permisssions, e.g. sensitive data such as sales or supplier purchase prices can only be viewed by certain users.
Terminology
User roles
A user role is a collection of rights and permissions that can be assigned to pixi users. Roles are used in pixi to store a set of permissions and then assign them to appropriate users. New roles can be created to define different workstations in your company and give each user a limited set of permissions. Permissions for special roles can be adapted to their needs at any time.
User rights
User rights can be assigned to a user role to allow or restrict access to specific data, tabs, or settings in the pixi applications.
You are not able to create new authorization types or edit the existing permissions. You can only enable / disable the permissions for the selected role.
Administration of pixi users
The pixi user admin can be managed via the pixi Control Center application > Menu: Tools > Administration > User administration:
In the main window of the user admin you can create new users, change user settings, delete users, and view the change history of the user administration.
Note: Only pixi administrators can open the user administration. Users with normal privileges can not see this menu item.
Create new user
You can create new users using a wizard:
Open the pixi User administration.
Click the New button.
A dialog box will open. Specify the user's name and email address.
Click Next.
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Enter the username and password.
Please note: Usernames can contain the following characters:
- a, b, c, d, e, f, g, h, i, j, k, l, m, n, o, p, q, r, s, t, u, v, w, x, y, z
- 0, 1, 2, 3, 4, 5, 6, 7, 8, 9
- . [period], - [hyphen], _ [underscore]
Other special characters and umlauts are not allowed. Click Next.
Select whether the account should be activated immediately and whether it should be restricted:
Click Next.
A summary of the settings is displayed.
Click Finish to save the new user.
Tips:
- The user name "MASTER" can not be assigned by them because it is reserved for pixi Support.
- The user name can't contain spaces and should be a maximum of 30 characters.
- The user name can't contain umlauts and other special characters (except. [period], - [hyphen] and _ [underscore]).
- For security reasons, we recommend that you use at least one uppercase letter, lowercase letter, and one special character in each password. Furthermore, the password for logging into the pixi web application and pixi Mobile must contain at least 6 characters and must not exceed 60 characters. Special characters (e.g., +, #,%) are possible.
- In the pixi Control Center you can assign a minimum password length. Adjust it under: Database Settings > General > Set length for user password. The default is set to 6 characters.
- In pixi Web, you can assign a minimum password length. The default is 12 characters.
Change user settings
You can change the settings for an existing user:
Open the pixi User Administration.
Click the Edit button.
A dialog box will open.
Under the General tab, you can enable and disable the selected user account, change login information such as user name, password, and personal information.
By clicking the "Send Login Data" button, a window opens in which you have to confirm that you really want to send the login data to the selected user. After confirming here, pixi will automatically send an email to the email address entered in the email field.
Under the User Roles tab, you can add or remove additional roles. For more information on user roles, see below.
Under the History tab you can see the most recent changes to the user account.
Click Close to close the dialog.
Delete user
You can delete a user:
Open the pixi User administration.
Click the Delete button.
Confirm the warning message.
The user is deleted and can no longer log into pixi
User administration history
You can use the History button to view the entire history of all user accounts.
Roles and Rights
In the Roles and Rights section you can add, remove, and edit user roles, as well as view the change history of roles and rights.
Caution: Never edit the name of the "pixi Administrator" and "pixi User" roles. This can cause malfunctions that are specifically released for these role names to not work with these roles afterwards!
Add Role
To add a new user role:
Open the pixi User administration.
Navigate to the "Roles and permissions" tab.
Click the Add Role button.
Assign the name and description of the role.
Optionally, you can directly assign the permissions.
Close the dialog to create the role.
Edit Rights of the Roles
Any existing role, even the standard roles, can be amended and edited:
Open the pixi User administration.
Navigate to the "Roles and permissions" tab.
Click the Edit Role button.
In the window: Edit Role, you can set the desired rights:
Close the dialog by clicking OK to save your changes
See also: User permissions for the pixi web application
Delete a Role
If you do not want to continue using a role, you can remove it from the list:
Open the pixi User administration.
Navigate to the "Roles and permissions" tab.
Select the role you no longer need, and then click the Remove Role button.
The deleted role is removed directly from the database. This process can't be undone.
Note: For a role to be eligible for deletion, it can't be assigned to any user at the time.
Role history
You can use the History button to view the entire history of changes for all user roles.