Difference between revisions of "Create an Individual User Account"

Revision as of 21:57, 18 April 2019

Index

Introduction

This How To looks at the requirements and steps used to create an individual user account in Hornbill

Quick Check

Before starting, make sure...

You have the Roles needed to create users

You know the User ID format to be used

You know if you are creating a Basic or Application User

You know the Applications and Roles for this User

You know the Password Policies and Setup

Quick Steps

Open Administration and navigate to System->Organisational Data->Users
On the Tool Bar click on the Create New User button
As a minimum, complete the mandatory fields
As a minimum, for Application Users. add the Collaboration role under the Security Section
Click on the Create New User button

Administration Access

Before adding a user you will need to make sure that you have the rights and roles needed to do this. If you are logged in as the Admin user you will already have the necessary rights.

Roles

Superuser

This is the role that is allocated to the Admin user that provides full access and allows for the creation of Users. It is not recommended to allocate this role to any other account.

Rights

System Rights

Manage Users

A custom Role can be created in order to provide the ability for another user to create new users without giving them full admin access.

@@ Line 35: / Line 35: @@
 # On the Tool Bar click on the ''Create New User'' button
 # As a minimum, complete the mandatory fields
-# As a minimum, Add the ''Collabroation'' role under the Security Section
+# As a minimum, for Application Users. add the ''Collaboration'' role under the Security Section
 # Click on the ''Create New User'' button
 <br>