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 permissions, 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 Permissions
User permissions can be assigned to a user role in order to allow or restrict access to specific data, tabs, settings in the pixi applications or pages within pixi Web.
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.
Note: Only pixi administrators can open the user administration. Users with normal privileges can not see this page.
Administration of pixi users
The pixi user admin can be managed via the pixi Web > Administration > User Administration.
On the overview page you will find various details about the individual users of your database.
Note: The message "Login not possible" in the Info column may indicate the expiration of the user account.
Create new user
To create a new user:
Open pixi Web > Administration > User Administration.
Click the
A dialog box will open. Specify the username, email address (optional) and password.
Please note our guidance on usernames and passwords.Click Create.
The user was created.
User Name Requirements
Please follow the instructions below to create a username:
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The username 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.
The username "MASTER" cannot be assigned, because it is reserved for pixi support.
The username cannot contain any spaces and should not be longer than 14 characters.
Changing User Information and Settings
You can make changes to basic information and settings for user profiles:
Navigate to Administration > User Administration > Users.
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Click the corresponding user name in the Username column.
If you want to edit several users in one batch, select them using the checkboxes in the left column. Click Edit. You can edit the following information:
Role
Active
Expiration enabled
Expires on (not editable)
Expiration frequency (days)
Note: The expiration date is recalculated if the user or the admin changes the password. The current date and the expiry interval are used as the basis for the calculation.
You will be directed to the user details page. Here you can view the user's basic details and make changes to them using the pencil icon.
Make your desired changes.
Click Save.
Changing Password Information
You can make changes to a user's password settings for user profiles:
Navigate to Administration > User Administration > Users.
Click on the user name in the User name column.
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You are on the User Details page. In the Password information section, click Edit.
Expiration frequency (days): Sets the interval after which a user must change their password. Newly created users must change their password after 30 days by default.
Note: If you change the value, the expiration date does not change. Only after the next password change will the date at Expires on be updated according to the Expiration frequency (days) setting.Expires on: The password must be changed before this date.
Make your desired changes.
Click Save.
Changing a User Password
On the user details page you have the option to change the user's password. To do this, click on at the top action bar. In the dialog window you can enter your password or have a password generated. If you decide to let pixi generate a password, an email will be sent to the user with the generated (temporary) password (the sender address is the address stored in DB setting PixiMail e-mail address). The temporary password is valid for 24 hours. When logging in for the first time, the user will be asked to change the temporary password. Resetting the password will also reset the expiration duration.
To change the password:
Go to the action bar at the top of the user details page.
Click
.
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In the pop-up you'll be given two options:
Manual password creation: Enter the old password, new password and confirm the password.
Automatic password creation: Opt for automatic password creation and pixi will send an auto-generated password to the user's email address.
Click Save.
Password Requirements
For security reasons, we recommend using at least one uppercase letter, one lowercase letter and a character in every password.
The password for logging in to the pixi must contain at least 12 characters and must not be longer than 60 characters. Special characters (e.g. +, #, %) are allowed. From pixi 23.11, setting new passwords is only possible via pixi Web.
If a password is automatically generated by the administrator, pixi sends an email with the (temporary) generated password to the user.
User Roles
In User Roles, you can view the roles that are assigned to a user. More information about user roles can be found below.
History
In the History tab you can review the last changes made to the user account.
Roles
On the Roles page, you will find your created roles in a clearly arranged overview. Here you can create and delete individual roles. Click on a role name to access its settings. On the new page, you can select or deselect the individual permissions.
Note: Roles can be deleted only after they have been removed from all users.
More about roles and permissions in Control Center can be found here: Roles and Permissions in Control Center.