Content 

Add A new User and give them Access Rights

Add or change a role on an existing user 

In all Briox programs multiple users can work together. If you are an administrator, you have the possibility to decide which parts of a program a user should have access to. By attributing a role to the user you can decide what they can do but also limit their access to certain functions. If you use Briox Start with Accounting and Invoicing, you can for example, let the user create invoices but not allow him or her to post or cancel them.

Note: In the case where you are adding a new user to replace an old one, please make sure to remove the old user first, so the licence is available to attribute to the new user. This way you will avoid being invoiced for an extra licence.

Add a new user and give them access rights

1. Open the add new User Form
   
   Click on Admin - Users, Add New User
   
   If you do not see the Admin section, it is because you are neither the System Administrator nor an Application Administrator.  
   
   
    
    
2. Fill in personal and login information 
   
   A new user registration form opens where you can register a new user by filling in their personal information and basic login information.
   
   
           

3. Give the user access rights 
   
   In step two you can give the user access rights in one of three ways: 
    

   • Pick a role from the dropdown. The role dropdown shows your default user role.  The rights matrix below updates to match the chosen role and you can still tweak the rights before before saving.
      
   • Copy access rights from an existing user. Below the role dropdown, click the link "or copy access rights from existing user". The dropdown is replaced with a user picker — pick a
     source user and the rights matrix fills in with that user's current rights (apps, sub-rights, admin/position rights, access rights). You can here as well  tweak the matrix before saving.
     Note: The user picker only lists active users in the same account that you are allowed to see. If there are no eligible source users, the switcher link is hidden.
      
   • Build custom rights from scratch. Select Custom in the role dropdown and tick the rights you want in the matrix below.

   
   Read more: about the default roles that are available in Briox and how you  create your own role templates.

   
   
       
   
    

4. Save the user
   Remember to Save the user. 
   Note that If you are updating the role on an existing user, they will need to log out and in again to get the updated user rights.
    
5. Send the invitation email
   In the next step, an email invitation will be sent to the new user. You can customise the e-mail that will be send out, and you can also preview it:
   
   
    
6. The user receives the invitation
   
   The new user has to add a new password for accessing Briox via the confirmation email. If the user already has a Briox account from previously, they can enter their normal login details to gain access.
   The new user will appear in the Pending User Invitation list.
    

Add or change a role on an existing user 

 You can  assign or change a role on a user that already exists.
 

 Where: Admin → Manage Users, click on the user, then Access Rights.

The same three options described in step 3 above are available here: 

1. Pick a role from the dropdown, 
2. Copy access rights from another user, or 
3. Tick custom rights manually.  

Save the changes when you are done.

Create a new role from an existing user's rights
If a user already has the combination of rights you would like to reuse for other users, you can promote those rights into a reusable role template in one step.

 Where: Admin → Manage Users, click on the user, then Access Rights., then click Create role from this user.

A role-template editor opens on top of the user-edit modal, pre-filled with that user's current rights. Give the role a name and save — it is now available in Admin → Manage Users → Access Rights and you can to assign  it to other users. 
Cancelling closes only the role editor; the user-edit modal stays open with all its values intact.

Note: The Create role from this user button is visible only to System Administrator and Program Administrator users.