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This is the e-mail to which the user's notifications are sent. For example, when configuring mandatory subjects and subjects that the user is interested in.

The user can configure the notifications received by e-mail, through the Notification configuration screen.

Nota

title	E-mail rules

For security reasons, there cannot be two identical e-mail addresses registered in a company, that is, two users cannot have the same e-mail address registered in the company in question, even if the user is inactive.
In cases where the platform is multi-company, that is, it has more than one registered company, the same e-mail address can be registered by two different users.

For example: In both company 1 and company 2, there is a user called Paulo Dias, whose e-mail address is [email protected]. The same e-mail address can be used for each user in different companies, but in this case the user in question cannot access the platform using this e-mail address, he can only use his username.

04. Insert the login for the user to access the platform.

Nota

title	Login and registration rules

It is important to consider the following about the login and registration fields:

It is recommended that users enter an ID value that does not change over time, since this information cannot be changed later. It is also not recommended to insert personal data, such as CPF, since this field cannot be anonymized.
These two fields can be filled with the following characters: period (.), dash (-) and underscore (_). Other special characters (such as “$”, “&” and “%”) cannot be entered.Therefore, it is recommended that users enter an ID value that does not change over time, since this information cannot be changed later. It is also not recommended to insert personal data, such as CPF, since this field cannot be anonymized.

05. Insert registration.

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Each user can only have one registration, which cannot be changed This field is responsible for many validations on the platform, especially in Processes and Documents. For example, whenever a request is started or a document is approved, this is the field that validates the user.

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More information can be obtained in Platform ❙ Locations.

12. Select the groups of which the user will be part.

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This field is only displayed if the relationship cloud feature is enabled.

The default relationship cloud is suggested for the user. However, it is possible to change and define more than one relationship cloud.

More information can be obtained in Platform ❙ Relationship cloud.

15. Select the roles of which the user will be part.

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Click Register roles to enter the roles of which the users will be part. The Workflow Roles can be configured and each user can have more than one role, as entered in the users' registration.

On the Roles screen, click Add.

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If many roles are registered, you can filter them by using the upper bar at the Add Role window. To do so, just enter the name or a word contained in the role name. It is also possible to browse the pages. All users created on the platform are automatically assigned to the “user” role, which cannot be deleted or edited.

On the Add role screen, click Save. To remove, just select the desired role and click Remove.

On the Role screen, click Save again. More information can be obtained in Platform ❙ Roles.

16. Select the document standard language.

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When the user is deactivated, the platform sends a notification if they are associated to groups or roles. This is just a notification: when the administrator confirms the deactivation, the user will no longer be associated to any group or role, and then they will be locked.

Note: if the user to be deactivated is a platform administrator, the user can only be deactivated after the admin role is deleted.

If the user has pending requests or documents, all pending items have to be Transferred before he/she is deactivated.

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^{The permission options presented depend on the feature type. For more details, see the Platform ❙ Permissions documentation.}

01. In the main menu, click Control Panel, check the People group and click Users.

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^{The permission options presented depend on the feature type. For more details, see the Platform ❙ Permissions documentation.}