Key Concepts
What is a User Type?
A User Type in ShareDo is a tag that you can assign to a User to collect together users that perform the same function across your solution. An example of a common User Type would be an employee. You can create a User Type of Employee and assign the User Type tag to members of your organisation.
Why Use User Types?
Using User Types makes creating a new User in ShareDo much easier and quicker than it previously was. By configuring Teams, Organisation and Persona at the User Type level, you save yourself both time and the increased likelihood of human error when creating a new User by simply assigning them a User Type rather than having to add configuration individually. You can create as many User Types as you need. For example, if you have multiple clients, you can have a separate User Type for each client organisation. When you need to create a new User from a particular client, you simply give them the correct User Type, and you will have created a fully-fledged user with all the relevant permissions.
| Value | Description |
|---|---|
| System Name | The name used by the system to identify the type |
| Name | This is the user type name that will be displayed in the UI |
| Description | A description of the user type |
| Active | This indicates whether the user type is currently active in the application |
| Colour | The colour of the Icon in the UI |
| Add quick search link | Allows you to add a search link for the user type to the participants screen |
| Assign Permission | Allows you to select who has the authorization to assign party types |
| Update Permission | Allows you to select who has the authorization to update the details of ODS entities assigned this user type |
| Default User Persona | Defines the persona with which users of this user type will view the application |
| Default Identity Provider | Defines the identity provider with which users of this user type will access the application |
| Select teams | Allows you to specify which teams users of this user type will be members of |
| User type is related to an organisation | Allows you to choose whether users of this user type should belong to a particular organisation |
| Select organisation | Allows you to specify the organisation users of this user type will belong to |