User management

The Partner Portal is an alternative login to the COGLAS Web, which can be used for external access. The rights setting allows read and write access to functions.

The partner portal is a standalone module that must be activated in COGLAS and to the project. The release is to be coordinated with the project planning. To activate the storage option to the partner portal, a restart of the web service is required.

The partner portal is accessed via the already known web service address. The entered user name contains the setting to login to the partner portal and is also referred to the corresponding interface when logging in.

System → User management → Roles

Two new system rollers are available for setting the roles.

• PartnerPortalRead: Read-only rights
• PartnerPortalWrite: Read and Write Right
  (Use the Write permission only if this is absolutely necessary)

Select one of the two system roles for access (PartnerPortalRead or PartnerPortalWrite) and open the role details. Then use the icon to duplicate the roll.

1. Give the new role an appropriate name and label.
   • Example: PartnerPortalRead_MDT123 (both fields)
2. Scroll the permissions down to the “Partner Options”.
3. Unfold the structure below.
4. Select the checkbox for the desired client here.
5. Finally, save your entries with the button [Duplizieren].

System → User management → Users

Use the [Benutzer hinzufügen] button to enter a new COGLAS user for partner portal access. Example username = MaxMustermann

• Maintain the Login Name, Display Name and Password fields.
• Then maintain the roles that are to be made available to the user. Selection:
  • Role 1 = PartnerPortalRead_MDT123
  • Role 2 = PartnerPortalRead
• Both roles are now assigned to the new user.

Start your known web service address. For login use the newly created COGAS user (example MaxMustermann).