Users

Manage user accounts, user groups, and per-user settings from System Settings → Users.

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User List

The user list shows all accounts in the system with their profile picture, username, name, and email. Click Edit on a row to open the user settings dialog, or click Add User (top right) to create a new account.

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Adding and Editing Users

Users can be created manually, imported from Active Directory/LDAP, or provisioned automatically when connecting from an ERP device.

User Profile Fields

Field	Description
Username	Unique login name (lowercase, cannot be changed after creation)
First Name	User's first name (required)
Last Name	User's last name (required)
Profile Picture	Optional profile photo
Email	User's email address
New Password	Set or change the user's password (minimum 6 characters)
Confirm New Password	Must match the new password
Phone	Optional phone number
Groups	Group memberships (visible to administrators only — see User Groups)
Activated	Toggle to enable or disable the account. Deactivated users cannot log in and their license slot is freed.
Comments	Optional internal note about this user

Auto Create User

When Auto Create User is enabled in General Settings, B2Win Suite automatically creates an account for any user connecting from an authorized ERP device or print client that does not yet have an account. This avoids the need for manual pre-registration.

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Active Directory / LDAP

B2Win Suite can authenticate users against a corporate LDAP or Active Directory server. Configure it in conf/application.conf:

ldap.enabled = "true"

# Optional: fall back to B2Win Suite local authentication if user is not found in LDAP
ldap.fallback = "true"

# Optional: auto-create an account in B2Win Suite on first LDAP login
ldap.autocreate = "true"

ldap.url      = "ldap://your-ldap-server.example.com"
ldap.domain   = "YOURDOMAIN"
ldap.authtype = "simple"
ldap.query    = "CN=Users,DC=yourdomain,DC=example,DC=com"

When LDAP is enabled, users log in with their domain credentials. If ldap.fallback = "true", users who are not found in LDAP are looked up in the local B2Win Suite database instead.

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User Groups

Groups control what users can see and do via the Access Control List. Navigate to Users → User Groups to manage groups.

Default Groups

Group	Description
Administrators	Full access to nearly everything in the system
All Users	Contains every user in the system
B2Win Suite - Developers	Can create, edit, and deploy workflows in the Workflow Builder. The number of users in this group is limited by the developer license count.
B2Win Suite - Managers	Can run, stop, and reset workflows; view iteration status, logs, and node inputs/outputs; manage triggers.
Reports - Print	Access to B2Output reports for printing only, with the ability to set their own InputForm defaults.
B2Output - Base	Assigned automatically to users created via ERP device auto-provisioning; grants basic printing access.
B2Output - SmartEngine - Moderators	Can moderate Smart Engine reports, manage distribution defaults and report splitting.
B2Output - SmartEngine - Run Only	Can run Smart Engine reports but cannot edit configuration or change defaults that affect other users.

Creating a User Group

1. Go to Users → User Groups.
2. Click Create Group (top right).
3. Enter a group name.
4. Add users by moving them from the left panel (available users) to the right panel (group members).

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User Profile Settings

Each user can view and update their own profile by clicking their avatar or name in the left sidebar. Administrators can edit any user's profile.

Settings Tab (B2Output only)

Field	Description
Thousand Separator	Overrides the system-level thousand separator for this user when converting to Excel
Decimal Separator	Overrides the system-level decimal separator
Date Order	The order of date components in data from the ERP system (e.g., DMY, MDY, YMD)

When these fields are empty, the system-level values from General Settings are used.

Signature Tab

Configures the user's digital or visual signature applied to outgoing documents.

Type	Description
None	No signature applied
Visual Image Only	An image file placed on the document at a specified position, with configurable scale or fixed dimensions
Digital	A .p12 digital certificate file with password/PIN — adds a cryptographic digital signature
Digital Signature and Visual	Combines a digital signature with a visible image on the document

Email Tab

Field	Description
Send Type	Default, SMTP (user's own SMTP settings), or Client (routes through the B2Win Desktop Client)
Mail Client Open	When using Client send type: whether to open the mail client draft (Opened) or send silently (Closed)
Mail Client Footer	Controls whether the mail client's own signature is included
Supervisor Email	Email address copied when the "Mail Boss" option is selected at send time
Email Signature	Personal email footer appended to outgoing messages. Toggle HTML mode for rich-text formatting. Falls back to the company footer if left empty.

When Send Type is set to SMTP, additional fields appear for the user's personal SMTP server (Host, Port, SSL, TLS, Authentication, Username, Password, Sender Email).

Defaults Tab

Field	Description
Default Home Page	Page opened after login: Home Dashboard, Workflow Manager, Library, or B2Output History
Default Printer	Pre-selected printer in the print dialog
Default Supplier Address Book	Default address book for Smart Engine supplier distribution (B2Output only)
Default Customer Address Book	Default address book for Smart Engine customer distribution (B2Output only)

Developer API Tab

Generates API credentials for programmatic access to B2Win Suite.

Action	Description
Enable API usage	Toggle to activate API access for this user
Generate / Re-Generate	Creates a new API Key and Secret Sign Key
Show Keys	Reveals the current API key and secret
Download bsuite.ini	Downloads a configuration file pre-populated with this user's API credentials

warning

Re-generating API keys invalidates the previous keys. Any integrations using the old keys will stop working until updated.