By pressing the button on the top of the screen, a new user can be created. The same dialog is displayed when editing existing users from the users list.
The left hand side menu shows the available settings section. Settings are displayed according the selected section.
Select the type of user to add, available options are:
Select a group here where to insert the new created user.
Define a name for the new group the create. Displayed when in Group is selected the option + (only option in new installations). The new group will be created together with the new user.
Enter name for your user here (e.g. John Smith), the name will be the user distinguish name everywhere it is possible to view and use it.
Enter a distinguish personal description for your use here (e.g. Financial Controller), the description is not shown anywhere.
Enter the username of the user here, the username will be used to login with this user. If the username is already in use a warning will be displayed at the time settings are saved.
Enter the password of the user here, the password will be used to login with this user.
Enter the email address of the user here. The email address can be used anywhere such information is contextually valid (e.g. send a notification / document to the user scanning a job).
Enter the home folder of the user here. The home folder can be used anywhere such information is contextually valid (e.g. store the user scan job into its home folder).
The home folder is referred to a path on the server or at least UNC path reachable by the server (without authentication).
All new users, also when automatically created, have a default credit of 20.
User / Card ID 1 / 2 / 3
Enter the ID’s to assign to the current user here, the ID’s will be used during authentication when User ID is enabled in the Accounting module. The fields contain also the ID’s of the cards registered for the current user.
Enter the PIN of the current user here, the PIN will be used during authentication when PIN is enabled in the Accounting module, either with Card or User ID authentication.
Here it is possible to set workflows permissions per user. By pressing the + Add button on the top of the modify user screen, you can add workflows to the permissions list. Default permissions are always ALL which means all new created workflows are visible wherever the current user will login.
By adding workflows to the permissions list only the selected workflows will be visible for the target user.
If any group permissions are in use they will override the user permissions. A warning will be visible in such cases.
All new users, also when automatically created, have by default only the View right.
Use to select automatically all available rights
Available rights are:
- Copy: allow copying an existing file to another folder
- Create: allow creating new documents
- Delete: allow deleting files from the repository
- Delete (Verification): allow deleting files from the verification queue
- Download: allow downloading files from the repository
- Modify: allow modify existing files such as overwriting and upload new revisions
- Move: allow moving an existing file to a different folder
- Print: allow print existing files where a print operation is available such as mobile clients
- Search: allow searching on the repository
- Share: allow creating new shares on existing files
- Upload: allow upload new files
- View: allow opening repository and viewing contents