Concept

Users

A user in primedocs typically represents a person within the organization, i.e., an employee who uses primedocs is stored as a “User” in the database.

The assignment is done using the so-called “Primary SID”. Depending on the authentication method, this corresponds either to the Active Directory “PrimarySid” (in the format S-1-5-…) or the Entra ID “objectId” (in the format of a GUID).

However, a user does not necessarily have to be associated with a real person. There can also be technical user accounts.

The following properties are associated with a user:

• Title

• PrimarySid

• Group memberships, which are loaded via the so-called PrincipalConnector

• Defined user fields, which can be synchronized from other sources via the https://primesoft-group.atlassian.net/wiki/spaces/PDTEN/pages/61410736.

Additionally, a user can have one or more profiles.

Profiles

A profile is associated with both a user and an organizational unit. It allows, for example, a user with multiple roles within the company to represent these roles within primedocs.

In primedocs, documents are always generated via a profile. This ensures the connection between user data and organizational data.

A profile can also be shared with other users, allowing, for instance, another employee to use the profile for document generation as well.

A profile has the following properties:

• Title

• Assignment to a user

• Assignment to an organization

The profile always contains the corresponding user and organizational fields. However, these can be overridden at the profile level if necessary.

The profile itself can be shared with other users either manually or automatically via rules.

Organizations

Organizational units represent the structure of the company. They can be organized in a hierarchical structure and can be assigned permissions.

Permissions ensure that only authorized users can assign a specific organizational unit to a profile.

An organizational unit has the following properties:

• Title

• If part of a hierarchy: the ID of the parent organizational unit

• Defined organization fields

Organizational units can also be created and managed automatically in primedocs using the https://primesoft-group.atlassian.net/wiki/spaces/PDTEN/pages/204537857.

Color Themes and Fonts

In addition to standard fields (such as text, images, or checkbox values), organizational units support two special field types:

Color Theme

The Color Theme allows specifying one or more themes. The configuration is stored in XML format.

Under the ColorThemes element, multiple ColorTheme elements can be defined. If multiple themes are configured, users can select one from a list.

Within a ColorTheme, you can define typical Office color settings (such as accent colors and hyperlink colors) and specific configurations for chart colors.

With the translate attribute, names can be localized for multilingual installations.

As with all other fields in organizational units, this information is inherited by subordinate organizational units.

Example:

Fonts

The FontTheme primarily defines fonts, but also bullet styles.

The MajorFont and MinorFont elements correspond to the standard Office themes. Additional fonts defined under the Fonts element are made available to the user via the primedocs ribbon.

Example: