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Adding Users, Editing User Data

Add a user, assign a password, MFA settings

Tip

The credentials are saved in the Windows Credential Vault and can be used in all CODESYS installations. The Sign out of the <Automation Server> command deletes the credentials from the Windows Credential Vault.

Requirement: You are signed in as the administrator.

  1. In the header next to your user name, click _cas_icon_extend.png and then click User Management.

  2. Open the Users tab.

    The registered users are displayed.

  3. Click the Add User button.

    The Add User dialog opens.

  4. In the dialog, specify the following information about the user:

    • Name

    • User name

    • Email.

  5. In the list box, select a role for the user. The following roles exist:

    • Operator

    • Developer

    • No Access

    • Administrator

    • ReadOnly

    • Commissioning Engineer

    • Visu Only

    For more information, see: User Role Permissions

  6. Click the Add User button.

    The recently added user is also displayed in the Users view.

  7. If you want to require the new user to sign in to the server with multi-factor authentication (MFA), then click the _cas_icon_mfa_not_enforced.png symbol. In the MFA Settings for user <user name> dialog, select the Force MFA option. Note: The symbol changes to _cas_icon_mfa_enforced.png only after the first authentication by the user.

  8. To assign a password, click the _cas_icon_reset_password_black.png button for the user which you have just added.

    The message Ticket created opens highlighted in green.

  9. In the header, click CODESYS Automation Server to return to the start screen.

  10. Click Tickets → All Tickets.

    The All Tickets view opens. Active is selected as the ticket filter.

    The Password Reset Ticket just created as is displayed as well.

  11. Click the print _cas_icon_print.png icon.

    Note: Sending the ticket by email is not currently possible.

    The ticket is displayed.

  12. In the displayed ticket, click the Ticket URL or print the ticket to scan in the QR code.

    The Password Reset Ticket, Step 1 of 2 dialog opens.

  13. In the Password field, specify the password.

    The Step 2 of 2 dialog opens and confirms that the password has been entered.

For more information, see: User management

Adding a user group

Requirement: You are signed in as the administrator.

  1. In the header next to your user name, click the _cas_icon_extend.png symbol and then click User Management.

  2. Open the Groups tab.

    The registered groups are displayed.

  3. Click the Add Group button.

  4. In the Create Group dialog, specify a Name and a Description for the new user group.

  5. In order to add users to the new group, select the option in the Selection column for each user, and then click Add.

    The Confirm Changes dialog opens and shows the new group with those users that should be added to the group.

  6. Click Confirm to create the group.

Changing the user data of another user

Requirement: You are signed in as the administrator.

  1. In the header next to your user name, click _cas_icon_extend.png and then click User Management.

    The Users view opens and shows the registered users.

  2. Click the _cas_icon_edit_user.png button for the selected user.

    Now the Name and User name fields can be edited. Another role can be selected in the list box as the user role.

  3. Click the _cas_icon_extend.png symbol.

    The changed user data is saved.

  4. Click the _cas_icon_mfa_not_enforced.png button or the _cas_icon_mfa_enforced.png button.

    The MFA Settings dialog opens. You can enforce multi-factor authentication for the user or deactivate enforced MFA.

Changing your own user data

Requirement: You are signed in to your Automation Server.

  1. In the header next to your user name, click the _cas_icon_extend.png symbol and then click Edit.

    The User Update and Change Password views open.

  2. In the Name and User name fields, specify your name and user name.

  3. To add a new user image, click Select Avatar and select an image from the file directory.

  4. Then click Update.

    The changed user data is saved.

  5. Click the _cas_icon_mfa_not_enforced.png button or the _cas_icon_mfa_enforced.png button.

    The MFA Settings dialog opens. You can enforce multi-factor authentication for the user or deactivate enforced MFA.

    For more information, see: Using Multi-Factor Authentication (MFA) to Sign In to the Server

For more information, see: Resetting the Server Password

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