Working with users
Creating a user with guest license
You create a person of another company with a guest license to enable him to exchange data in idgard® with other users. If you have created a user with a guest license, you send him the link for his registration. The user creates login data during ...
SMS and pass codes: allowed characters
SMS and pass codes: allowed characters When you create a user, you have the option to send the 2nd factor for establishing identity via SMS in the form of a passcode. If you overwrite the password field, you can also create your own passcodes. It ...
Difference between a admin license, full and a guest license
Difference between a admin license, full and a guest license There are three types of licenses: Admin License An Administrator can assign administrator permissions to each full license account.In the self-service mode, each administrator can add ...
Creating a full license user
Creating a full license user You can provide an employee of your company with a full license to allow them to work with idgard®. Users with a full license can become members of a Box, just like guests. If the administrator gives them the appropriate ...
Manual invitation of a user with license
Manual invitation of a user with license A licensed user is invited to an idgard® account by being sent a registration link via email. There are two methods to send the registration link to a user: Manually or Automatically. If you want to send the ...
Deactivate/activate a full license user
If a user is deactivated, he can no longer log in to idgard®. He can no longer access the documents within a box. If the user is activated and he is still a member of a box, he can access idgard® and the contents in his previous boxes again with his ...
Deactivate/activate a guest license user
Deactivate/activate a guest license user If the license of a guest license user is deactivated, he can no longer log in to idgard®. Thus he can also no longer access the documents within a box. If the user is reactivated and he is still a member of a ...
Delete a full license user
Delete a full license user Only with the permissions of an administrator you can delete a full license user. If you delete a full license user, the Boxes they have created as well as their contents will be deleted too. Pay attention to the notes in ...
Delete a guest license user
Delete a guest license user A user with a guest license can be deleted by the user with a full license who created this guest in the guest administration. Also, with a technical administrator's permission, you can delete the guest license user in the ...
Registration of a full license user
Registration of a full license user You have received an invitation to idgard® through a registration link from the administrator. In order to participate in the data exchange within idgard®, you will need the appropriate registration data. Proceed ...
Reset login data or transfer license to another user
This function is located at the bottom right of a user's profile. To open the profile, you either need the authorization of a technical administrator and can open the profile in the user administration, or you have created this person as a guest in ...
Temporary guest
A temporary guest is automatically deleted after 30 days of inactivity. You can extend this period by adding extra days. There is no limit to the expiration date. Every time a temporary guest logs in, the 30-day countdown gets re-started. Proceed as ...
Regular/permanent guest
Regular/permanent guest This license is usually assigned to external partners or customers for secure data exchange and bidirectional communication.A guest license user can use all features in the Boxes to which they have been invited (permissions ...
Converting a guest license user into a full license user
A regular guest is permanently bound to this license It is not possible to convert a guest license user into a full license user. If you want to provide a user with a different license, you must first delete the user with the guest license and create ...
Convert a „temporary guest” to a “regular guest”
Convert a „temporary guest” to a “regular guest” You can convert an already created and active guest. If you have the permissions of an administrator, you can make this change in the user administration. If you are a user of a full license and you ...
Reset password
Reset password If you have forgotten your password, you can reset it using the PUK. If you have a full license, you received a PUK during your registration. If you know your user name and have forgotten your password, you can reset it using your PUK. ...
Status “initiated”/ Status “active”
When a user is created, they are assigned a status. The status "initiated" indicates that the user has not yet registered. The status "active" means that the user has registered. For a full license user, this does not necessarily mean that they have ...
Search and sort users
Search and sort users If you would like to search for a user's profile in the guest administration or user administration, you can use the search field or sort the profiles in ascending or descending order using the individual columns. Using the ...
Prevent duplicate guest creation
Prevent duplicate guest creation Every user with a full license can only see the guests created by himself in the guest management. If you want to create a guest that has already been created by another user, a corresponding note will appear. To ...
Assign permissions to users with full license
Assign permissions The "Administratio" module in the left sidebar will take you to the user administration. In the list you will find all profiles of users with full and guest licenses and user groups. Only if you have the administrator rights, you ...
Popular Articles
Uploading files
Uploading files You can upload one or more files up to a size of 5 GB. For a fee, we can increase the size limit of 5 GB for you. You can only upload files with the "Write" permission. There are two methods with which you can upload files to a box. ...
Folder upload - behaviors and limitations
Unsupported characters in file names will be replaced by an underscore during the upload process, this applies to these characters: *, /, \, ?, :, <, >, ^, ", &, | Example: M&A_Overview.xlsx will be renamed to: M_A_Overview.xlsx File names that ...
View box activities in the journal
In data rooms and depending on the setting, certain activities can be registered in a journal. You can view the data room journal if you have the permission to do so. To view box activities in the journal: 1. Open the data room the journal of which ...
Welcome to the idgard® online help
Welcome to the idgard® online help This online help is the main source of information for learning and working with idgard®. Click on one of the following links to obtain further information about idgard®. To use the online help: Search article Enter ...
Isn't encryption on the device the best bet for a safe cloud?
Isn't encryption on the device the best bet for a safe cloud? The term „cloud computing“ encompasses two aspects: Data storage in a cloud for one’s self, excluding multiple or third-party access. Data processing or storage of information in a cloud, ...
Recent Articles
Delete multiple users at the same time
In the user administration, you can delete multiple user accounts at the same time using batch actions. Which users you can delete depends on your own permissions and on the permissions of the users whose user accounts you would like to delete. To ...
Change the user status for multiple users at the same time
In the user administration, you can deactivate multiple activated user accounts or reactivate multiple deactivated user accounts at the same time. Regardless of which users you select, the batch options are only performed for those users for whom ...
Manage permissions for multiple users at the same time
In the user administration, you can change permissions for multiple users at the same time. Which permissions you can grant or modify depends on your own permissions and on the permissions of the users whose user accounts you would like to edit. To ...
Modify user groups and notifications
You can assign multiple users to the same user groups in the user administration. You can also edit the notification settings for multiple users at the same time. To assign multiple users to the same user groups at the same time, proceed as follows: ...
Batch actions
You can perform actions for multiple users at the same time in the user administration. When you select one or multiple users in the user overview, the available batch options are displayed in the top bar. The user overview, filter, and search field ...