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User Management

The user and identity management of arivis Hub DMS is provided via the open-source software product Keycloak. For detailed information about the server administration, refer directly to the documentation of Keycloak itself, see https://www.keycloak.org/docs/latest/server_admin/index.html. Note that not all Keycloak functionalities might be implemented for arivis Hub DMS and/or available to you.

The user and identity management for arivis Hub DMS is only accessible for users with administrator privileges.

Opening the User Management Interface

  1. You have administrator rights for arivis Hub DMS.
  1. Click on your username in the top right.
  2. The user menu is displayed.
  3. Click User management.
  1. The Keycloak administration interface for arivis Hub DMS opens in a new browser tab.

Creating a New Group

  1. You have opened the user management interface, see Opening the User Management Interface.
  1. In the navigation menu on the left, click Groups.
  2. All groups are displayed.
  3. Click Create group.
  4. The Create a group window opens.
  5. Enter a Name for your group and click Create.
  1. You have created a new group. You can now open the group by clicking on the name and then define further settlings for this group, e.g. creating child groups, defining attributes and map roles for the group. Note that if you assign the Viewer role to a group, all users of that group have limited permissions on arivis Hub DMS and can only view data.
  2. You can now also assign users to your group, see Adding Users to a Group.

Creating a New User

  1. You have opened the user management interface, see Opening the User Management Interface.
  1. In the navigation menu on the left, click Users.
  2. A list of all users is displayed.
  3. Click Add user.
  4. The Create user page opens.
  5. Define a Username for the user. Also add the First name, Last name, and an Email address of the user.
  6. You have added general information about the new user.
  7. If the new user should be forced to take a particular action, go to Required user actions, and select the respective entry from the dropdown list, e.g. if the user has to update the password or verify the email address.
  8. You have defined a required action for the new user.
  9. If you want to directly add the new user to a group, click Join Groups.
  10. The Select groups to join dialog opens.
  11. Select the group(s) the new user should be a part of and click Join.
  12. The dialog closes.
  13. Click Create.
  1. You have created a new user. You can now open the user by clicking on the name and then define further settlings.

Adding Users to a Group

  1. You have opened the user management interface, see Opening the User Management Interface.
  1. In the navigation menu on the left, click Groups.
  2. All groups are displayed.
  3. Click on the respective group name where you want to add a user.
  4. The group opens.
  5. Open the Members tab.
  6. All members of the current group are displayed.
  7. Click Add member.
  8. The Add member dialog opens which displays a list of available users.
  9. Activate the checkbox for the respective user(s) you want to add and click Save.
  1. You have added a user to a certain group.

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