User Detail

User information
User preferences
Mobile application
Roles
- How to copy roles from another user
Competences
Change password

In the user detail, you can edit the user's details, preferences, roles and password, and view their competences and paired mobile devices. To open the detail, go to the Users page and double-click a row or choose Edit from the row menu. Only an administrator can see it.

No.	Element	Purpose
1	Close	Closes the detail without saving. If you have unsaved changes, TAS asks whether you want to discard them.
2	Change password	Opens a window for setting a new password for the user.
3	Save	Saves the changes and keeps the detail open.
4	Save and close	Saves the changes and returns you to the list of users.
5	User information	Scrolls the page to the basic details.
6	User preferences	Scrolls the page to the language, date format and email notifications.
7	Mobile application	Scrolls the page to the paired devices. Shown only when the mobile application is enabled.
8	Roles	Scrolls the page to roles and competences.

The detail is a single long page; the tabs only scroll you to the relevant section.

System users
When a regular administrator opens a system user, the detail is read-only and the header contains only the Close button. Only a super administrator can edit system users.

User information

The fields are the same as in the New user window.

Field	Purpose
Profile photo	Update photo uploads a new image in JPEG, JPG, PNG or GIF format. Only the user can delete the photo, in their own settings.
User is active	Clear the checkbox and save to lock the user; select it to unlock them. A locked user cannot sign in.
System user	A technical account that cannot sign in to the application. Only a super administrator can change it. While the user has an active API token, the flag cannot be cleared; invalidate the token first.
Username	Required, unique, stored in uppercase.
First name, Last name	Required.
Email, Phone, Contact notes	Contact details.
Belongs to organizational unit	Required. The user's department.
Is manager of org. units	Units the user heads. Changing this changes the manager of these units.
External ID	Read-only, filled in by synchronization with the company directory.
Display name	The name under which other users see the user.

If the installation has additional profile attributes set in Configuration under the tas.profileAttributes key, they are shown in this section as read-only fields.

User preferences

Field	Purpose
Main language	The user's application language. Offers only the languages enabled in the installation.
Date format	Default based on the language, or a fixed DD.MM.YYYY, D. M. YYYY, DD/MM/YYYY, MM/DD/YYYY or YYYY-MM-DD.
Email notification of a new task	A one-time email about a new task the user is the solver of. It is sent only if the task is not completed within the set number of minutes after activation.
Email notification of a task to pull	A one-time email about a task to pull for which the user is a possible solver. It is sent when the task is activated.
Email with task overview	A regular overview of tasks to be completed. Tasks without a solver go to the case owner. During a substitution, the overview goes to the substitute.
Email with escalated task overview	A regular overview of overdue tasks. It goes to the task supervisor and to the solver's direct manager.
Email notification of news	An email about news intended for the user.

Mobile application

This section is shown only when the mobile application is enabled in Configuration (mobileApp.isActive). It shows the devices the user has paired and refreshes every 10 seconds.

Column	Meaning
Device name	The name of the device.
Status	Active, or Inactive if the user has not yet scanned the QR code.
Registration date	When the device was paired.
Last login	When the user last signed in from it.
Mobile notifications	On or Off.

In the device row menu, you can rename the device (Edit), turn notifications on or off (verified devices only) and Delete it. Deleting revokes the device's authorization and the application on it stops working. Users pair new devices themselves in their own settings; the administrator does not generate the QR code.

Roles

Element	Purpose
Copy roles from	Select the user whose roles you want to take over. The Copy roles from user window opens.
Role assignment	On the left are roles the user does not have; on the right, in the Assigned list, are the roles they have. Move roles with the plus and minus buttons or by double-clicking; both lists have a search. Save the change with the Save button.
Overview of assigned roles	A table of all the user's roles with the columns Role name, Category, Description, Source and Competence name.

The Source column shows where the role comes from: Api (assigned manually in TAS or via the API), Competence (a role from a competence; its name is in the last column), External (from synchronization), Workflow (assigned during a process) and Historical (from earlier versions). Roles from the Competence source are not shown in the Assigned list and cannot be removed manually. They change only by editing the competence.

System roles
Roles starting with the $ character are system roles. A regular administrator cannot add them to or remove them from a user; only a super administrator can save changes to system roles. Every user has the $AllUsers role and it cannot be removed.

How to copy roles from another user

In the Copy roles from field, select a user.
In the Copy roles from user window, choose what should happen:
- Keep original roles: the user keeps their roles and gains the roles of the selected user. If not selected, their roles are replaced.
- Include competences: the manually assigned competences of the selected user are copied as well. The user's existing competences are removed.
Click Copy roles.
In the Confirm role assignment window, review the list. You can clear the checkbox to leave out individual roles.
Click Confirm assignment. The roles are saved immediately; there is no need to click Save.

Roles the selected user has from competences are not copied as roles. If you select Include competences, the competences themselves are transferred and the user receives the roles from them only at the next run of the Competence generator scheduled task. To see when it will run, hover over the question mark next to the option.

Competences

A read-only table of all the competences the user belongs to. Columns: ID, Competence name, Rule name (if the competence was created from a rule), Description, Status and Generation status. Double-click to open the competence detail.

Change password

Use the Change password button in the header to set a new password for the user, for example when they have forgotten it. The administrator does not enter the current password.

Fill in New password and New password (confirmation). Click the eye icon to show the entered text.
Click Save new password. The button is active only when both fields are filled in, meet the password rules and match.

You can set a password only when you are not substituting for anyone. For users who sign in with a corporate identity (LDAP, Entra ID, SAML), the password in TAS is not used.

Related: Users, Roles, competences and competence rules, Account settings.

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