The configuration for users is accessible to Administrators and Accountants.
Administrators can invite, edit, remove, and assign roles to users.
Accountants cannot invite or manage users. Accountants are only permitted to mark users as Absent.
Adding Users
You can invite colleagues to your Candis entity via email invitation. Users are invited through the Settings section, where you also assign a role to them directly.
The assigned role determines which areas of Candis the user can access and which actions they are authorized to perform.
When sending an invitation, you can choose from several roles with different user permissions.
Available Roles in Candis
The following roles exist in Candis:
Administrator
Accountant
Credit Card Manager
Requester
Approver
A complete overview of all roles and permissions can be found here.
Accepting Invitations and Activating Users
Invited users must accept the invitation via email and complete their registration. Only after successful registration will the user be fully active in Candis.
Once activated, you can assign the user to approval processes or include them in workflows.
If an invited user accidentally deleted the invitation email, an Administrator can resend the invitation at any time via the Settings section.
Restoring Users
You can reactivate a deactivated user at any time, provided their access was previously disabled.
Open Settings.
Select the deactivated user from the user overview.
Click Restore to reactivate the user's original status.
After restoration, the user regains all roles, permissions, and assignments that existed prior to deactivation.
Only Administrators can restore users.
